Adding an indeterminate attribute
Prerequisite
- Access to the Configuration > Attribute menu.
Introduction
This step will teach you to create and configure an attribute of the "Indeterminate" type. At the end of this process, it will be ready to be associated with the type/category of a SoftExpert Suite object.
Attributes of this type allow the user to enter the values during completion.
For example: it is possible to create the "SSN" attribute for users to enter their SSN numbers during completion. Moreover, it is possible to pre-define a mask for the user to enter these values within specific parameters.
Adding an indeterminate attribute
See below how to add an "Indeterminate" attribute:
Extra information about the record
The Numeric data type allows entering numbers in the attribute. Upon selecting it, the Size/Precision field is displayed filled out by the system, but you can edit it to set a different number of decimal places for the attribute value. The fields on the Limits section must only be filled out if you wish to set minimum and maximum values for the attribute values. For example: you can set the attribute values to be within 0 and 300.
- The Date/Currency/Time data types allow selecting dates, currencies, and times in the attribute, according to the selected type. The Limits section must only be filled out if you wish to set minimum and maximum values for the attribute values. For example: it is possible to set a minimum or maximum date to select in the "Date" data type.
- The Memo data type allows entering a text with more characters than the limit of the Text type. In the Disposition field, enter the maximum number of lines for the attribute.
- The Default operator type is displayed filled out by the system, but it is possible to edit it. It is used to define the default operator to be selected in the system when using this attribute on a search filter.
- It is also possible to enter a brief description for the attribute.
Recommendations
If the mask or regular expression you wish to apply to your indeterminate attribute is not featured among the available examples, you can create it.
Conclusion
From this moment onwards, the created attribute is ready to be associated with types and categories.