What are Configurable Attributes?
Configurable attributes are user-defined fields that can be applied to specific folders or across all folders within a project template, depending on configuration.
They allow teams to capture consistent, structured information while maintaining flexibility across different folder requirements.
Required Permissions
Permission | Description |
Admin | Provides full control over the project template configuration, including template settings, folder structure, configurable attributes, file and form statuses and access permissions. |
TIP: Admin permission must be assigned to the user, user's organisation or a user group the user belongs to.
How do I Access Configurable Attributes Within a Project Template?
Select Project Templates from the Projects dropdown.
Navigate to the Projects tab.
Access Configurable Attributes:
In List View:
Right-click the required Project Template.
Select Edit > Configurable Attributes.
In Thumbnail View:
Click the Cog
icon in the Project Template thumbnail.
Click Configurable Attributes.
The configurable attributes configuration screen will open.
Configuration Screen Overview
The configuration screen contains two sections.
Navigation Panel
The navigation panel provides access to:
Option | Description |
Attributes Library | Displays all configurable attributes created within the project template. |
Attribute Sets | Displays groups of attributes that can be assigned within the template. |
Attribute Library
The main panel displays a list of attributes. Within the Attributes Library, the following fields are displayed:
Field | Description |
Attribute Name | Name of the attribute |
Control Type | Input type used to capture the attribute value (e.g., dropdown, radio, date picker). |
Mandatory | Indicates whether the attribute must be completed. |
Status | Shows whether the attribute is active or inactive. |
Attribute Set | The attribute group the attribute belongs to. |
Attribute Library Actions
The Attributes Library allows the following actions:
Action | Description |
Edit an Attribute | Select an attribute from the list to edit it.  |
Create an Attribute | Click Create Attribute (top-right) to create a new configurable attribute.  |
Export Attributes | Click Export (top-right) to export all attributes to Excel.  |
Three-Dot Menu | Access additional actions such as exporting the values of the selected attribute (available only for multi-list attributes, such as dropdown or multi-selection fields) or viewing the audit history.  |
TIP:
To learn more about editing or creating an attribute, see Create an Attribute (Project Template).
To learn more about attribute audit history, see View the Audit History of an Attribute.
Attribute Sets
Selecting Attribute Sets displays all attribute sets configured in the project template.
Fields | Descriptions |
Set Name | Name of the attribute set. |
Default | Indicates whether the set is marked as default. |
Status | Indicates whether the attribute set is active or inactive. |
Locations | Displays the folders or areas where the set is applied. |
Hierarchy | Indicates how many attribute sets are linked together for the refined display of attribute values when uploading a file. |
Attribute Set Actions
The Attribute Sets page allows the following actions:
Action | Description |
Edit an Attribute Set | Select an attribute set from the list to edit it.  |
Create a New Attribute Set | Click Create Set (top-right) to create a new attribute set.  |
Export Attribute Sets | Click Export (top-right) to export all attributes sets to Excel.  |
Access Additional Actions | Click the three-dot menu next to the required attribute set to access actions:
 |
TIP: To learn more about editing or creating an attribute set, check Edit/ Create Attribute Sets.
Related Articles: Define Configurable Attributes (in a Project)