ApplikationAdmin Attributes

From Pro 9 Wiki
Jump to navigation Jump to search

Attribute View

In the Attribute view you create attributes to be used to register additional information about different types of objects, nodes, organization groups and persons. Attributes can either be updated automatically by a connection with an external system or be managed manually in Pro 9. Also, a combination can be used.

All attribute information is easily searchable and the result can be exported to reports or used for further work, such as sending email to users, service bookings, multi editing. There are multiple properties that can be applied to each attribute, including automatic service bookings.


Columns

Heading Content
Name The name of the attribute
Control type Input method
Group The group the attributed is connected to
Column What column the attribute is shown in (if the group is shown in several columns)
Sorting Clickable arrows to place the attribute in the correct position in the list
Count saved values The number of objects that have a value for this attribute
Default The default value if nothing else is selected
In use Is used to hide or show an attribute
Auto book Whether the attribute should be used to trigger automatic service bookings
Read only Locks the attribute value to prevent changes
Mandatory Whether a value must be entered
Unique Whether the value must be unique or not
Values Preset values to choose between while entering input


Note: Below the attribute table, in the Preview section, you can preview what the attributes will look like.


How to - Show Attributes View

  1. Click the role Application Maintenance
  2. Click Custom configuration > Manage attribute
    • A list of all attributes for the selected category and type is shown


How to - Create a New Attribute

  1. Select an adequate category in the menu
  2. Select an adequate type in the menu
  3. Click add Icon Add.png
  4. Edit or add information in the fields
  5. Click save Icon Save.png


Note: When creating a new attribute, no value will be set on this attribute for the existing items of that type (objects, nodes or organization groups). To set a value; open the item, set a value and save. Attribute values can also be set using the import attributes function.


How to - Edit an Attribute

  1. Select the appropriate category in the menu
  2. Select the appropriate type in the menu
  3. If needed, click the numbers above the table to show the correct page
  4. Click edit Icon Edit.png
  5. Edit or add information in the fields
  6. Click save Icon Save.png


How to - Manage Attribute Values

For attributes with the control types drop down list or accessories, list values need to be defined, which are then available to select from when setting attribute values.

  1. Select the appropriate attribute category in the menu
  2. Select the appropriate type in the menu
  3. If needed, click the numbers down to the left in the table to show the correct page
  4. Click manage in the value column to the far right
    • All available values for the selected attribute are shown in a list
  5. To add new values:
    1. Click add Icon Add.png
    2. Add a value
    3. Click save Icon Save.png
  6. To edit existing values:
    1. Click edit Icon Edit.png
    2. Change the value
    3. Click save Icon Save.png
  7. The sorting defines in what order the values are shown in the drop-down menu. To change the sorting order:
    1. Click the arrows in the sorting column to move a value up or down
  8. Click back Icon Back.png to return to the Attribute view


Note: The count saved values column presents how many objects/nodes/organization groups that are set to this attribute value.


How to - Delete an Attribute

  1. Select the appropriate category in the menu
  2. Select the appropriate type in the menu
  3. If needed, click the numbers down to the left in the table to show the correct page
  4. Check the box for each attribute you want to delete
  5. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select delete
    • The attribute is immediately deleted


How to - Use Attribute Groups

The selections you make affect what groups are shown in the attribute group table.

  1. Select the category in the menu
  2. Select the type in the menu
  3. Click Links > Groups Icon Links.png