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.
Read more : Bulk import of attributes ➡️ Import memo
List of portfolio attributes
Filter the list of portfolio attributes
Click on Register to apply the filter and
Close to return to the list.
Rights required :
General actions
Add ➡️ Creating and modifying portfolio attribute
Edit ➡️ Creating and modifying portfolio attribute
Filter ➡️ Filter the list of portfolio attributes
No view can be set for this screen.
Creating and modifying portfolio attribute
The creation and modification forms are similar.
Rights required :
Creation actions
Modification actions
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
.