Configuring an attribute

Field

Attribute type

Select one of the following options to define the attribute type:

▪List of values: Allows defining a list of possible values for the attribute. Thus, when entering the attribute value, only the values that are in the list can be selected. The list of values is determined on the "List of values" tab, which will be enabled once this record is saved for the first time.

▪Indeterminate: Allows assigning any value to the attribute.

▪External attributes: This option allows the attribute to be similar to the list of values type, except that instead of having its values taken directly from the system database, they will come from another database. For that reason, the "Data type" field is disabled. The connection with the database from which possible attribute values will be retrieved is done on the External attribute tab, which will be enabled once this record is saved for the first time.

▪SE Suite object: Allows creating an attribute using SoftExpert Suite objects as data type. The following objects may be used: user, organizational unit, indicator, audit, kanban task, document, item, asset, supply, waste, projects, risk, and control.

▪Electronic file: Allows creating an attribute of the SoftExpert Suite object type, with a file as the data type. The attribute will be filled out with an electronic file.

Data type

Select the data type that will be selected as attribute value:

▪Text: Allows entering characters and numbers.

▪Numeric: Allows entering numbers only.

▪Date: Allows entering dates only.

▪Memo: This option will only be displayed if the attribute type is "Indeterminate". It allows entering a larger number of characters, if compared to the "text" type field.

▪Currency: Allows entering values according to currency used by the system.

▪Hour: Allows entering only hours and minutes, in the "0000:00" format.

Upper level attribute

If the attribute being configured is listed as the lower level of another attribute, after saving the record for the first time, this field will display the related attribute. See more details in the Relationship section. Use the button next to this field to delete the relationship that was set.

Selection mode

This field is available for attributes of the "List of values" and "External attribute" type. In this case, select how the selection of its value will be performed: Zoom or Combo. See in the image below an example of how each option will be displayed.

Mask

This field will be available if the attribute type is "Indeterminate" and the data type is "Text". In this case, select one of the following options to define the value allowed for the attribute.

▪Free format: Allows entering characters and numbers (text). If needed, use the Size/Precision field to restrict the number of characters that may be entered.

▪Simple mask: The allowed values are configured through a mask. To do that, use the Mask field that will be enabled. For further details on this operation, see the Indeterminate attribute mask section.

▪Regular expression: The allowed values are configured through regular expressions. To do that, use the Mask field that will be enabled. For further details on this operation, see the Indeterminate attribute mask section.

Size / Precision

This field will only be available for attributes with "Text" and "Numeric" data types. In this case, enter the maximum number of characters that may be used by the attribute.

Default operator

Select the default operator that will be used in the searches of the system. Thus, when creating a filter for the attribute in order to retrieve a specific record, the defined operator will be displayed as selected by the system.

Disposition

This field will be available if the attribute type is "Indeterminate" and the data type is "Memo". In this case, enter the maximum number of lines the attribute value may have.

Limits

This field will only be available for attributes with "Numeric", "Date" or "Currency" data types. In the respective fields, enter the maximum and minimum limits the value entered for the attribute may have.

Description

Record important information about the attribute.

Private

Public

Only the users defined in this tab will be able to edit or view the attribute. To do that, use the following columns:

▪Edit: Define which users, teams, departments and/or positions will have permission to edit the attribute.

▪View: Define which users, teams, departments and/or positions will have permission to view the attribute.

All system users will be able to view the attribute, but only the users defined in the respective column will be able to edit it.

Therefore, the View column will be disabled (since the attribute can be viewed by any user).

In the Edit column, define which users, teams, departments and/or positions will have permission to edit the attribute data.

To add a user, team, department, or position to the security list, simply type the desired name in the available field and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard.

To delete a user, team, department, or position from the security list, click on the button next to the desired record.