Add Custom Attributes to the Project/Shell Sponsorship Module
Custom Attributes are customized data fields that can be created and added to the Project/Shell Sponsorship module. For example, you can use Custom Attributes to:
- Add a Region designation to a Project (accessed in the Custom tab of the Project or Shell window)
- Add a Division or Building designation to a Project/Shell User or Group (accessed in the Custom tab of the User or Group window in project user administration)
You can modify, delete, or change the order of custom attributes, as long as they have not yet been deployed. Once deployed, custom attributes cannot be deleted; form labels and the list order can be modified as needed.
To add custom attributes to the Project/Shell Sponsorship module
- Go to the Company Workspace tab and switch to Admin mode.
- Click Data Structure Setup > System Modules in the left Navigator. The Modules log opens.
- Click Project/Shell Sponsorship in the log and click Open. The Custom Attributes window opens.
- Click the Project, Proj. User or Proj. Group tab.
- Click Add. The New Custom Attribute window opens. Complete the window fields as described in the table below.
- Click OK.
In this field: | Do this: |
|---|---|
Attribute Name | Enter a name for the custom attribute, with no spaces (an underscore _ can be used). The Attribute Name appears on the Basic Data Definitions Log but does not appear on the form. |
Data Definition Source | Select a Data Definition from the drop-down list. |
Form Label | Enter the label that will be displayed on the form. |
Number of Lines | This field appears for multi-line text fields. Enter the number of lines to display and make available to users to enter text. This affects the display of the text field only (for example, entering "4" will allow the first four lines of text to display). Additional lines of text may still be added, depending on the character size of the field, and can be accessed with a scroll bar on the text field. |
Append a Line Separator | Select the checkbox if you want to create a separator line on the form as each Custom Attribute is added. |
To modify or delete custom attributes
From the Custom Attribute window, select the data definition and click the Modify button to make changes, or Remove to delete.
To change the list order
In the Custom Attribute window, select an attribute and click Move Up or Move Down.
To preview custom attributes
Click the Preview button from the Custom Attribute window.
To deploy the custom attributes
From the Custom Attribute window, select the data definition and click the Deploy button. The data definition will be available for use within Unifier.
Note: Once a data definition is deployed, it cannot be deleted or renamed.
Last Published Saturday, July 13, 2024