What this feature does
Some attributes come built in (system attributes), and you can also add your own (custom attributes) to capture the information your business actually needs.
If you have ever thought “we always need a place to record this”, that is what custom attributes are for. They let you add extra fields to a profile so your team can record information in a consistent way instead of using free text notes or separate spreadsheets.
Where to find Attributes
You manage attributes in Settings.
Go to Settings, then open Objects. You will see a list of available objects such as Clients, Sites, Staff, and Incidents. Select an object, then open the Attributes tab to view and manage its fields.
System attributes vs custom attributes
System attributes are the default fields that Imploy includes for each object. These cover the basics needed for the system to work. You can view them in the list and in many cases you can control whether they are shown or hidden on the profile layout, but you cannot delete system fields.
Custom attributes are fields you add yourself. Custom attributes are clearly marked as Custom in the list. These are the fields you can create, edit, and delete.
What an attribute contains
Each attribute has a few key parts that describe what it is and how it behaves.
Name is the label your team will see on the profile.
Type tells Imploy what kind of value the field stores. In Imploy, the available input types include Text, Number, Checkbox, Rating, Select, Multi select, Location, URL, and Date. If you choose Select or Multi select, the attribute uses a fixed list of options.
Constraints describe whether the field is required or optional. You will see this shown in the Constraints column in the attributes list.
Properties give extra context about the field. This is where you will see whether a field is System or Custom. You can also see other useful flags here, such as whether a field is hidden, or whether an attribute is set to show on the submit form.
How attributes show on profiles
Creating a custom attribute adds a new field that can be used on that object’s profile. For example, a custom attribute created under Clients is a client field, and it can be placed on the client profile layout.
Attributes can also be shown or hidden from the profile view. Hiding an attribute removes it from the profile layout while keeping it available in your configuration list.
New Field Types
Path: Attribute Settings > Field Type Dropdown
When creating or editing an attribute, you can now select from the following new field types:
Checklist: Perfect for compliance items or simple "Yes/No" verifications.
Time: Capture specific timestamps or durations.
Phone & Email: These fields are automatically formatted and "clickable" for quick communication from the web app.
Setting Default Values
Path: Attribute Settings > Set a default value
You can now set a Default Value for any custom attribute. When your team creates a new Client, Staff, or Site record, this value will be pre-filled automatically. This is ideal for fields that remain the same for most records, such as "Country" or "Service Status," helping to speed up the intake process.
Who can use it
You need access to Settings to manage objects and attributes.
Customising attributes for Clients, Staff, and Sites is available on Premium. Incidents can still be configured without on the free tier.
Troubleshooting
If you do not see Objects in Settings, you likely do not have access to that part of the system.
If you can open Objects but see an Upgrade to Premium prompt for Clients, Staff, or Sites, your workspace is on the Free tier.
If you cannot find a field in the profile, check whether it is marked as Hidden in the attributes list, or whether it has been placed on the record page layout for that object.