Defining Custom Attributes

  To create an attribute:

  1. Select Manage, and then Custom Attributes.

  2. Click New.

  3. In Name, enter a name.

  4. In Type, select an option:

    • Date

    • Date and Time

    • Integer

    • List:

      If you select List, enter a list of valid responses to the question.

    • Multi-Line Text

      The maximum length should be less than 4,000 characters.

      Select Multi-Line Text, then enter the Number of Lines, from 3 to 50 lines. Multi-Line Text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.

      For Multi-Line text type: Select Include Attachments if you want the custom attribute to include an attachments section on the Reconciliation Actions dialog box.

    • Number:

      If you select Number, select number formatting options

      • For Decimal Places, enter a value for the number of decimal places to display.

      • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)

      • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).

      • From the Negative Number list, select how to display negative numbers, for example, (123).

      • From the Scale list, select a scale value for numbers, for example, 1000.

    • Text

    • True or False

    • User

    • Yes or No

  5. Select Include Attachments if you want the custom attribute to include an attachments section on the Task Actions dialog.

  6. Click OK to save the attribute.