Defining Member Attributes

For each member attribute in a group attribute, you must specify a name and type.

To define the member attributes of a group attribute:

  1. Click the Members tab in the New Custom Attribute dialog.
  2. Create one or more member attributes using the following steps:
    1. Click Add. The New Attribute Member dialog displays.
    2. In Name, enter a unique name for the member attribute.

      The name must be unique across all custom attributes and system attributes in the application.

    3. In Type, select the type of member attribute. See About Custom Attributes.

      If you select List, you must specify a list of values for this member attribute. You cannot select Group as the type for a member attribute.

      Note:

      In Reconciliation Compliance, you cannot add attachments for multi-line text attributes.
    4. If this is a calculation attribute, select Calculation. See About Calculated Attributes and Creating Calculated Attributes.

      You can use only the member attributes of this group attribute when specifying the calculation definition.

      Note:

      This option is disabled for member attributes created in Transaction Matching.
  3. Select Key for the member attribute that must be used as the key for this group attribute. A group attribute must have one key attribute.