Adding Data Set Attributes

  To create data set attributes:

  1. In your application, select Manage, and then Data Sets.

  2. Select a data set, and then click Actions, and then Edit.

  3. In Attributes, click Actions, then New, and then Add Attribute.

  4. On the Properties tab enter the following:

    • Name

    • Description

    • Specify the Attribute Type:

      • Input: Input is the default, and the Validations tab is enabled.


        For periods that have been opened and form instances created, the modified validation rule does not apply. Changes made apply only to new form instances.

      • Calculated: If type is Calculated, then the Calculated tab is enabled.

      Changing the attribute type overrides previously specified Validations or Calculations. You cannot change this setting after the Attribute is created.

    • Data Type

      Select one:

      • Date

      • Date and Time

      • Integer

      • List

        Click Add and enter values for the attribute. List is local to the Data Set and can't be shared among other Data Sets.

      • Number

        If you select Number, select formatting options to override the defaults set in the Preferences section of System Settings. See Defining Preferences.

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

        • Select Thousands Separator to display a thousands separator (for example, 1,000.00). The system displays the thousands separator symbol for the user locale.

        • In Currency, select the currency, for example, (INR)

        • In Negative Number, select how to display negative numbers; for example, (123).

        • To scale a number, in Scale, select from 1000 to 1000000000000

      • Text (255 characters maximum)

      • True or False

      • Yes or No

    • Required

      If the attribute is required, you must enter value in this field during data entry.

    • Use Value

      If Use Value is populated, the system applies the value entered by the designer for any record created by the user.


      You can change the default value during data entry.

  5. Click OK to save the attribute.


    You must save the attribute before including it in a calculation.

  6. If you selected Input, select the Validations tab:

    The creator can create a special validation rule for the value entered by the user.

    To add a conditional expression:

    1. Click Add.

    2. Select an Operand and enter Value1 and Value2.

    3. If you need a second condition, select from the following lists:

      • Conjunction; for example, And, Or

      • Operand; for example, Equals, Between, Does not Equal, Greater than, Is blank, Is not blank, Less than, Not between

      • Value1 and Value2

    4. Click OK.

  7. Optional: If you selected Calculated, select the Calculations tab.

    To add a calculation expression:

    1. Table 2. Select a calculation type and select the calculation definition for each type selected:

      Data Type selected on Properties TabFunctionDescription

      Assign Value to List, and then select the Attribute value.


      You must have saved the List attribute values.

      Return an attribute value based on the assignment to a List member.



      For a given attribute, return attribute value A if specified conditions have been met. If the conditions have not been met, return attribute value B.


      Assign List From Value

      Based on the value of an attribute, return the related member from the list.

      Numeric, Integer


      Calculate an attribute using common mathematical expressions.

      Example: (A+B)/C

      Numeric, Integer


      Round attribute to the specified number of digits. The default is 2.



      Paste together text attributes. This includes literal strings and automatically converting non-text attributes to strings.

      Example: First_Name+““+Last_Name+“:”+Birth_Date

    2. Add the Calculation Definition.

    3. Click OK.

  8. Click Save, Save and Close, or Close.

    Changes to data set attributes apply only to subsequent data collection periods.