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Add attributes

Configuring attributes in the types and categories

The screens where types are created (configuration menus) generally allow adding attributes that will be used by the types, but other screens may also allow adding attributes. See how to proceed in those cases:

1.Click on the button of this tab to associate the attributes that will complement the record data. The following selection screen will be displayed:

2.In the upper part of the screen, fill out the search fields that will help retrieve attributes that will be associated with the record;

3.Click on the button of the toolbar to perform search. Respective attributes display in the list of records;

4.Configure in the following columns, the standard value the attribute should display and/or the obligation to fill out some attribute:

▪Default value: Enter a default value for the attribute, which will be filled out automatically when the activity is programmed/executed.

▪R (Required): By checking this field at the moment of programming/executing the activity, filling out the attribute value will be required.

▪B (Blocked): Check this field so that at the moment of programming/executing the activity, the value entered in the Default value field is displayed only for viewing, that is, it will not be possible to edit it. Note that this option will not be available in all the components of SE Suite, but only in some.

5.To perform the association, select the desired attributes from the list of pending records and save them. Select more than one record at a time if necessary.

Filling in attributes

If the type or category is configured with attributes, then during the creation of the object of this type or category, the attributes that were configured will be displayed. The required attributes will be displayed with the symbol, indicating that they must be filled in.

Filling the attributes depends on the selection mode configured during the attribute's creation. The attributes with the zoom selection type can be filled through a selection screen of values that can be accessed through the button located next to the attribute field.

The values of the attributes with the combo selection type can be selected through a menu that is displayed by clicking on the arrow displayed in the attribute field itself. The attributes that have no button or arrow next to the field can have their values filled in directly in the field.

The content of the attributes that can be filled in or selected will depend on the type of data configured during the attribute's creation. The following is an example of how attributes can be displayed for completion: