An attribute set is a named group of attributes associated with an entity. In general, an attribute set will group all the attributes that will be used for a type of entity. For example, the types of attributes used across documents will likely be the same – but will be different from the attributes used for Workspace or Customer. An attribute set is the group of 'who what where when why' questions used to describe an entity.
Pre-requisites:
Permission as mentioned below, on the project template in which a configurable attribute set is to be created:
To manage the project template, 'Admin' permission assigned to you, your organization or a user group in which you are a member.
Below are the steps to create an attribute set in your project template:
1. Follow the steps to navigate to the section where you can manage configurable attributes on an existing project template (See steps 1 and 2).
2. Follow the steps to create an attribute set in a project (See steps 2 and 3).
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