Attribute[edit]


= Attribute =

Attributes, or metadata are the key components of an Agreement. Attribute data appears on contracts and associated documents.

Attributes are of two types:

*Global: These Attributes are used for all Contract Types. 
*Local: These Attributes are used for specific Contract Types. 

To view available Attributes:

1.&nbsp;'''Click''' the ''Configuration'' tile on the ''Dashboard'', and then '''click''' the ''Attributes'' tile. The Atrributes Page open. On this page you can view a list of all the available attributes, Edit, or Add Attributes.
<div class="image-green-border">[[File:Attribute Page.PNG|1050x500px|RTENOTITLE]]</div> 
== Adding and Editing an Attribute ==

With ICM, you can create an attribute and use it while creating a Contract Type.

To create an attribute:

1. '''Click''' ''Configuration''&nbsp;on My Dashboard. The ''Configuration&nbsp;''page opens.&nbsp;

2.&nbsp;'''Click'''&nbsp;the&nbsp;''Attribute ''tile.

3.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]] next to ''Add ''icon on the ''Attribute'' Library page. The ''Add Attribute'' page opens. The Attribute Code is displayed by default.

&nbsp;
<div class="image-green-border">[[File:Add Attribute.jpg|RTENOTITLE]]</div> 
*Display Name:&nbsp;'''Type&nbsp;'''the appropriate name of the attribute. For example, corporate office.&nbsp; 
*Data Type list:&nbsp;'''Select&nbsp;'''the appropriate option from the list.&nbsp; 
*Help Message:&nbsp;'''Type&nbsp;'''the appropriate help message of the attribute. For example, enter the address of the corporate office.&nbsp; 
*Source List:&nbsp;'''Select&nbsp;'''from the following:&nbsp; 
**User 
**Integrated 
**Script&nbsp;   

For example,&nbsp;'''select&nbsp;'''''Integrated&nbsp;''if source is inherited.&nbsp;
<div class="note-box">'''Note''': If you select the source as Integrated: ''Is Editable, Is Mandatory, Defined By Rule, Is Inherit ''and''Is Conditional'' fields become unavailable.&nbsp;</div> 
*Default Value:&nbsp;'''Type'''&nbsp;the default value of the attribute. The value that you type will be displayed on creating a&nbsp;new agreement. 
*Is Default:&nbsp;'''Click'''&nbsp;''On''&nbsp;to enable rules to be set on the attribute. 
*Is Editable:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute editable in the Agreement, else&nbsp;'''select'''&nbsp;''Off''. 
<div class="note-box">&nbsp;'''Note''':&nbsp;If you select&nbsp;''On''&nbsp;in the&nbsp;''Is Editable&nbsp;''field''', '''the&nbsp;''Tracking Attribute''&nbsp;and the&nbsp;''Is Unique''&nbsp;fields are available.</div> 
*Is Mandatory:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute mandatory. 
*Tracking Attribute:'''Click&nbsp;'''''On''&nbsp;to make the attribute editable throughout the Agreement lifecycle. 
*Is Unique:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute unique for a Contract Type. 
*Defined by Rule:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute editable throughout the Agreement lifecycle. 
*Is Inherit:&nbsp;'''Click'''&nbsp;''On''&nbsp;if you want the attribute to inherit the data from Associated Documents. 
*Is Searchable:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute easy to search. 
*Is Supersedable:&nbsp;'''Click&nbsp;'''''On&nbsp;''to make the updated or amended attribute supersede the earlier one.&nbsp; 
*Is Conditional:&nbsp;'''Click'''&nbsp;''On''&nbsp;to make the attribute dependent on another attribute. The ''Conditional ''section appears. In the&nbsp;''Depend on Attribute''&nbsp;list, select the attribute on which the new attribute is dependent.In the&nbsp;''Depends On Value''&nbsp;box, type the value of the selected attribute.'''Select '''the values from the ''Depends on Value ''field which are automatically fetched based on the attribute selected in ''Depends On Attribute'' field, if the data type of that attribute is Lookup, Choice, MultiChoice, or Boolean. 
<div class="image-green-border">[[File:SP7 Conditional Attributes & Rules 1.png|SP7 Conditional Attributes & Rules 1]]</div> 
&nbsp;
<div class="image-green-border">[[File:SP7 Conditional Attributes & Rules 2.png|SP7 Conditional Attributes & Rules 2]]</div> 
4. '''Click''' ''Save''. The attribute appears in the ''Available Attribute'' list.
<div class="image-green-border">[[File:AttributeCreationSuccessful.jpg|RTENOTITLE]]<br/> &nbsp;</div> 
=== Editing an attribute ===

In ICM, you can edit an existing attribute. Editing the attribute doesn't have any effect on the Contract Types where it is used.<br/> You can use the edited attribute to create new contract types. &nbsp;

'''Note:&nbsp;'''To edit an attribute in all the entities where it is used (Clauses, Templates, Agreements), go to the ''Attributes''&nbsp;tab of appropriate Contract Type, edit the attribute, and then publish it.

To edit an attribute:

1.'''Click''' ''Configuration&nbsp;''on&nbsp;My Dashboard. The ''Configuration'' page opens.

2. '''Click''' ''Attribute&nbsp;&nbsp;''on the ''Configuration'' page. In the ''Available Attribute'' list, select an attribute that you want to edit.

Alternatively, you can type the name of the attribute in the ''Search'' box, and then '''select''' the attribute. The ''Edit Attribute'' page opens.

3. Modify the existing information as required, and then '''click''' ''Save''. The ''Success! Attribute updated successfully''&nbsp;message appears at the bottom of the page.
<div class="image-green-border">[[File:EditAttribute2.jpg|RTENOTITLE]]</div> 
You can modify all the field values except attribute code and attribute name.

Under ''Available Attribute'' pane, point to a particular attribute and:

*'''Click''' [[File:EditAttribute3.jpg|RTENOTITLE]] to view the Contract Type(s) where the selected attribute has been used. 

*'''Click''' [[File:DeleteAttribute.jpg|RTENOTITLE]] to delete the selected attribute. 

'''Related Topics''':&nbsp;[[Configuration|Configuration]]&nbsp;|&nbsp;[[Contract_Type|Contract Type]]