Created according to need, these fields are found throughout the application, completing the description of an object. They can be used as analysis axes, report sorting and search criteria. Attributes can be of different types, such as numeric, document, list, etc. They can be mandatory or non-mandatory. They may or may not be mandatory. They can be set in the administration. Some technical attributes are inherent to the application.
Attributes categorized as technical cannot be added to an attribute group.
Platform attributes can only be created via the Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in Administration > Field settings >
Attributes
.
Read more : Bulk import of attributes ➡️ Import memo
List of platform attributes
Filter the list of platform attributes
Click on Register to apply the filter and
Close to return to the list.
This list contains the Codethe
Wordingthe
Type of objects defined
phase, task, document...), the type
of theattribute (list, date, numeric...), if it's a mandatory attribute , technical and the theme to which it belongs.
Attribute creation/modification is based on type.
In this screen, you can create and modify platform attributes, as well as theme attributes.
No view is available for this screen.
General actions
Add ➡️ Creating and modifying a platform attribute or other type ofattribute
Edit ➡️ Creating and modifying a platform attribute or other type ofattribute
Screen-specific actions (via Untitled)
Button name | Description |
---|---|
Creating and modifying a platform attribute
Platform attributes can only be created via the Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in Administration > Field settings >
Attributes
.
General actions (creation)
General actions (modification)
Delete (right required :
Delete attributes in platform administration)
Here are the fields found in this screen:
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual
.
This field corresponds to the object label in the other language.
Attributes can be linked to hierarchies, if their structure link to the object attribute is defined on Optional
or Mandatory
. Hierarchies