Add, Edit or Delete an Extended Attribute

Add extended attributes to be used on forms as custom fields to track information such as demographics, energy usage, site technology. You can also edit and delete existing extended attributes.

For example, you can create an Asset attribute named Acquisition Cost with a field type of Currency. On the Forms page, you can include this attribute on an Asset form. When a user creates a new Asset, the Acquisition Cost field appears on the form, and values entered in that field are displayed as currency.

Add or edit an extended attribute

To change the Field Type, delete the Extended Attribute before adding a new one.

1. Click Admin > Extended Attributes .

2. Click the Name of the object where you want to add or edit an Extended Attribute then do one of the following:

   • Click Add in Extended Attributes.

   • Locate the Extended Attribute you want to edit, then click the icon next it and click Edit.

     To filter the list, click Search, enter search criteria then click Search.

3. Enter or update the fields:

   • Name: Enter a name that reflects what the Extended Attribute is to be used for.

   • Custom Grid Header: Enter a label for the Extended Attribute if you want to customize it for the column header when included in a custom grid view.

   • Field Type: Reveals additional fields and options depending on the type you select. These determine the behavior of the field on the form. For example, if you select Calculated, you can enter an Expression that contains numerical and logical operators.

     Field Type is not editable for an existing Extended Attribute.

   • Required?: We recommend selecting to make the attribute required so the user must enter a value on a form. This makes the extended attribute mandatory on all existing objects. All future data imports require data in the extended attribute when performing any type of update.

   • Reportable?: Select to make the attribute available to reports and available in the data warehouse.

     To be included in a report, the Extended Attribute must have data. Whether the EA has information to report on depends on the parent object that it belongs to. For example, with a Lease or a document EA, enter a value in the EA field. If the EA is a role, that role needs to be assigned to another object and have at least one user assigned to the role. Data can take anywhere between a day and a week to appear in a report depending on the system load.

   • Searchable?: Select to make the attribute searchable using the search tool.

   • Comments: Optionally, enter the reason for creating the field or who requested the extended attribute.

4. When complete, click Submit. 

Delete an extended attribute

You can only delete Extended Attributes that are not referenced on a form. Edit the form to remove the attribute and remove all data before deleting it.

1. Click Admin > Extended Attributes .

2. Click the Name of the object containing the Extended Attribute you want to delete.

3. Locate the Extended Attribute you want to delete.

   You can click Search, enter search criteria then click Search to filter the list.

4. Click the icon next to the Extended Attribute you want to delete, then click Delete.

5. Click OK.