Custom Attributes are designed to add any reportable piece of data you would like to see in your Doorways site. Custom Attributes can be used in a variety of different entities and can also be pulled in to reports.
Step-By-Step Guide to Creating a Custom Attribute
Notice: Custom attributes can only be configured by a user with 'Site Admin' permissions.
- Click the 'v' in the top right corner of the header navigation bar.
- Click the 'Configuration' button.
3. Click the blue 'New Custom Attribute' button on the right.
4. Select the settings for your custom attribute:
A. Entity Name: Is this attribute for a work order, work order material charge, household, unit, etc? (to see a list of entities and their definition, click here)
B. Name: Fill in the title of your custom attribute.
C. Type: Choose the appearance of your custom attributes.
a. True/False: Creates a box for a Yes/No value. Checking the box indicates true and an empty box indicates false.
b. Text: Creates a blank entry to write in.
c. Dropdown: Creates a list of options under a 'v' tab. You may only select one of the options. Ex. Type of work to be done could be "Electric, Plumbing, Painting". Remember to separate each item by a comma and hit enter to add the value.
d. Multi-Value: Creates a list of independent options. You may select some, none, or all of the options that are applicable to your attribute. Ex. Areas that need work could be "Living room, bedroom, kitchen".Remember to separate each item by a comma and
click enterclick enter to add the value
5.When finished, click the "Required' box if this is a required attribute and then click 'Create Custom Attribute' to create your attribute
Success! You have now created a custom attribute.
6. To enable or disable a custom attribute, click on the icon under 'Enabled' on the right side of the configuration screen. If the circle is green, the attribute is enabled. If the circle is white, it is disabled.
Step-By-Step Guide to Example to Using a Custom Attribute
1. For Work Order Custom Attributes: Click 'Maintenance in the header navigation bar.
2. Click the 'Work Orders' tab.
3. Click on a work order to work on.
4. Click on the blue pencil icon by 'Custom Attributes'. This row is about halfway down the page.
5. Here, you will see all of the custom attributes enabled on the configurations page. Depending on the type of custom attribute, you can type input, choose an option from a dropdown 'v' menu, or check any number of items related to your work order.
6. To save your selections, click the blue 'Save' button in the bottom right. To cancel, click the blue 'Cancel' button next to it.