Adding and Defining New Attributes to a Representative

This article describes the procedure for defining and adding a new attribute to a Representative data.

Proceed as follows:

1. Click on the attributes icon  in the Representatives The Configure Representatives selection box is displayed. This screen enables defining attributes for all Representatives. 

1. Click on the Add button to open an attributes selection table.

2. Select the Caption cell and type the name of the attribute; for example, e-mail.
3. Select the Type cell and define the type of the attribute out of the menu: String, number…
4. Click on the LOV (List of Values) check-box if you want to limit or strictly define the selection of this attribute. A values selection icon button  is shown.
5. Click on the   button and aList of Values box is shown. Type in the values separated by a comma; for example, male and female for Gender attribute. 

6. Click on the Value Length cell to limit the length of the value string
7. Click on the Format Mask to require correct format of the attribute. A dropdown menu is shown: select None, E-mail or URL as format in accordance with the define attribute
8. Click on Visible to cell to define the personnel that this attribute is shown to. If you select By role , click on the manager  button to open a Choose roles
9. Click on the box to open dropdown selection, and click on a role for selection. Repeat procedure for the addition of another role.

10. Click on Modify by cell to enable personnel to modify this attribute. If you select By role , click on the manager  button to open a Choose roles
11. Click on the box to open dropdown selection, and click on a role for selection. Repeat procedure for the addition of another role.

12. Click on the Mandatory checkbox to make this attribute mandatory in the Representatives page.
13. Click on Use checkbox to display this attribute in the Representatives page. If this checkbox is not approved, this Attribute data is saved in the system but not displayed.
14. Click Save to store the attribute definitions.