👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ❌
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
Attributes allow you to add additional data fields against organisation or user profiles. For example, you may wish to capture a unique vendor code, account manager names or link back to internal documents.
This guide provides step-by-step instructions on how to create attributes for new supplier organization setups in an application. This guide is useful for administrators who want to customize their application and enhance supplier organization setups.
🛠️ Prerequisites
For Consortia Clients, please reach out to your Customer Success Manager to arrange this setup on your behalf. Once created, please proceed with the steps below.
📝 Step-by-Step Guide
(a) Creating an Attribute
1. Click on the Navigation Menu
2. Click Settings.
3. This section will allow you to add custom fields for new supplier organisation setups. (e.g. vendor code)
Click Attributes
If you wish to display 'Updated By' and 'Updated At' information at each of the attribute entries in the organisation profile, then please click on the Show Attribute Update Information toggle.
4. Click on the green + to create a new attribute.
5. Click Application Member and select your Organisation name
6. Click on Label and enter a descriptive title for your attribute (e.g., Vendor Code)
7. Click on Hint to add instructions to prompt the user with any helpful information which may be useful for them to know when they complete the attribute
8. Click on Type to specify the kind of input this attribute should collect:
ABN
Address
Country [requires answer options]
Date
Dropdown [requires answer options]
File Input
Number
Short Answer
9. Select the type option from the drop down menu.
If you select Country or Dropdown as the attribute type, then later on, you will be required to define answer options for users to choose from.
10. Click Module and select either:
Organisation: to have the attribute appear against the organisation profile
User: to have the attribute appear against the user profile
11. Click Save.
12. Once your attribute has saved, it will now appear in a list format under the attributes tab
(b) Adding Answer Options to Attributes set up with either Country or Dropdown
1. Click Details
2. The Answers tab will now appear
3. Click Add an Answer
4. Enter the answer option
5. To add extra answer options, click on Add an Answer. Repeat for as many answer options are required for the attribute.
You may save time by opting to Upload Answers instead. This function allows you to add answer options in bulk. This is helpful when adding 5 or more answer options.
Click the Answers field
Enter each answer on a new line
Click Create Answers
The created answers will now appear.
6. Click Close
(c) Adding an Attribute to an Organisation profile
1. Click on the Navigation menu
2. Click on the organisations module
3. Click on the supplier you wish to add the attribute/s to
4. Click on the attributes tab
5. Click on the attribute fields to complete them
6. Click Save
Should you wish to have attributes pull through as fields of information on your dashboard, please contact your Customer Success Manager.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email support@informed365.com, or click the chat icon in the bottom-right corner for further support.