Adding custom attributes
About this task
Administrators can share custom attributes across several object types, such as projects and quotes.
A custom attribute is a user-defined property or a WorldServer object used to expand the core definitions of that object.
For example, if client managers want to track projects and quotes by P.O. numbers, they can add a custom attribute, which will require users to enter a purchase order number when creating a quote or project.
Procedure
- To add a custom attribute, go to .
- Select Attributes from the Custom Components list and click Add.
- Using the purchase order example, select Quotes and Projects from the Applicable Object Types area in the Add Custom Attributes Component window.
- Enter an internal and external name for the P.O. Number attribute. For example, enter PONumber (internal) and Purchase Order Number (external).
- Select the Required flag, which requires users to enter a purchase order number before completing the quote or project.
- Select an appropriate Attribute Type, for example, Integer.
- Leave the Default Value blank.
- Enter an optional description.
- Click OK.