Attributes - DM

Attributes in forms play a key role in data collection and organization. They are fields that the user must fill in when creating or editing a document. Attributes can take various forms, such as text values, numeric values, dates, references to other documents or dictionaries, as well as logical values (yes/no). Thanks to them, the form is able to collect all the necessary information specific to a particular type of document

More about the forms: Go >

Adding a new attribute

To add a new attribute, go to Document Management > Attributes, and then click the "New report attribute" button.

Next, in the New Attribute view, configure the attribute, and then click on the "Save" button.

1	Name - A unique name for identifying the attribute in the system.
2	Label - Set the attribute label in different languages if the system offers multilingualism.
3	Data Type - Selection of the type of data that will be stored as an attribute, for example, "Boolean value" for yes/no type data.
4	Checkbox Required - Select the option if the attribute is mandatory in the form.
5	Visibility of the Attribute Outside the Form - Activate the option if the attribute is to be presented also in other places in the system, such as in the request lists.
6	Hint - Adding a text hint explaining what the user should enter in the field.
7	Value Display Template - Determine the format for presenting the attribute value, if required.
8	Position - Determine where in the form structure the attribute should go.

The attribute appears in the list:

Edit/Delete

An attribute can be edited or deleted using the following buttons.

Data types for attributes

1	Boolean value - A data type that allows the user to choose between two options, usually yes/no or true/false.
2	Date and time - Allows users to enter the date, time or both.
3	Numeric value - Designed to enter numbers, it can be used to represent quantity, value or other numeric data.
4	Monetary value - Used to enter monetary amounts and can handle different currencies.
5	Text - A text field for entering any string of characters.
6	Dictionary reference - A data type that allows you to select values from a predefined set of data, called a dictionary.
7	Value from a dictionary - Like a dictionary reference, it allows you to select a specific value from a set of predefined options.
8	Descriptive - This data type allows you to enter longer text that can be used for a detailed description, comments or other information that requires more space than a standard text field.