Attributes

Form ID: (CS205000)

You use this form to create new attributes or to view the details of existing attributes. An attribute is a quality or characteristic of the inventory item, project, case, lead, opportunity, or other entity that gives your company more information. For example, some attributes might be product brand, manufacturer, lead age, gender, and industry. For each attribute, you can specify what type of control should be used.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You can use the elements in this area to create a new attribute, or to select an existing attribute and view its details.


Element	Description
Attribute ID	The attribute name serving as the label for the control. An alphanumeric string of up to 10 characters may be used.
Description	The description of the attribute. You can use an alphanumeric string of up to 30 characters.
Control Type	The type of control (element) to be used for the attribute. The following options are available: Text: The control is a text box in which the user can type text. For this type, you can specify an input validation option: an input mask or a regular expression. Combo: The control is a combo box, which is a text box with a list box attached, so users can type or select the attribute value. For this type, you can enter a list of possible values. Multi Select Combo: The control is a list box with a check box against each attribute value so users can select multiple options. For this type, you can enter a list of possible values. Checkbox: The control is a check box that can be selected or cleared to turn the option on or off. Datetime: The control is used to enter a date. Selector: The control is a lookup box in which users select a value from a list of values of a data field selected from a data access class. The data access class and data field are specified in the Schema Object and Schema Field boxes that are available on the form if this option is selected.
Internal	A check box that indicates (if selected) that the attribute is not available on Customer Portal.
Contains Personal Data	A check box that indicates (if selected) that the values of this attribute are to be treated by the system as personal data. For information about how you can handle personal data in MYOB Advanced, see Handling Personal Data.
Entry Mask	An entry mask for input validation. This box is available only if the Control Type is Text. For more information, see Examples of the Usage of Masks and Regular Expressions. The box is unavailable if the Selector option is selected in the Control Type box.
Reg. Exp.	A regular expression to be used to validate input. This expression is used if the Control Type is Text. For more information, see Examples of the Usage of Masks and Regular Expressions. The box is unavailable if the Selector option is selected in the Control Type box.
Schema Object	The data access class (DAC) that contains the field whose values the system will use as attribute values. The box is available if the Selector option is selected in the Control Type box.
Schema Field	The data field whose values the system will use as attribute values. The box is available if the Selector option is selected in the Control Type box. Attention: If you select in this box a field whose values depend on the values of other fields, we do not recommend that you use such attribute as a user-defined filed.

Table

This table is available for input only for the combo type attributes (that is, when the value in the Control Type box is Combo).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column	Description
Value ID	The value of the attribute. An alphanumeric string of up to 10 characters may be used.
Description	The description of the value. Use an alphanumeric string of up to 30 characters.
Sort Order	The number representing the order of the value in the resulting list of attribute values.
Disabled	A check box that you select to make the value unavailable in any new documents that use the selected attribute. If a disabled value has been used previously in any records, it will still be available in those records, but you will not be able to use the value in any new records.