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Create an Attribute Set in a Project Template

This article helps you understand how to create an attribute set on your Asite project template.

Updated over 3 weeks ago

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 a 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 must be 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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