Configuring Custom Attributes and Status Sets

Custom attributes and status sets are both applied to assets through the categories you create. You can create as many custom attributes and status sets as you need to manage assets on your project.

Create and modify custom attributes and status sets in the "Assets" section of the Project Admin module.

Creating Custom Attributes

To create a custom attribute, open the “Custom Attributes” tab and click “Create New Attribute.”

You’ll be prompted to complete fields associated with the attribute.

• Title: the name of your attribute
• Description: a description to help your team understand what the attribute is
• Required: toggle this on to make the attribute a required part of categories to which it’s added
• Type: the type of data a user will enter for the attribute

Each type requires different configurations:

Type

• Default value: this is what will appear to a user as a default before they enter something
• Maximum length: the maximum number of characters that can be used

Numeric

• Default value: this is what will appear to a user as a default before they enter something

Boolean

• Default value: whether the toggle will default to off or on

Dropdown

• Values: enter values to be included in the drop-down menu

Multi Select

• Values: enter values to be included in the multi-select menu

Date

• Default value: this is what will appear to a user as a default before they enter something

Creating Status Sets

To create a custom attribute, open the “Status Sets” tab and click “Create.”

Name your status set, provide a description, and then click “Add new status.”

Add as many statuses as you need and they’ll populate the table. Here you can customize every aspect of your status set.

Reorder the statuses by hovering of the three vertical dots in a row and dragging the status to the correct position.

Change the name or description of a status by clicking the field and then saving the change by clicking the check mark.

Delete a status by clicking the three dots on the right of each row and clicking “Delete.”

Once you have everything configured correctly, click “Create.” Now the status set will be available to assign to categories.