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      Create an Attribute Value or a Folder

      Two Line OfieThis support article is about Attribute Values. If you want to create a new Attribute Type — the Attribute itself, under which the Attribute Values are listed — reach out to your Customer Success Manager for assistance.


      Attribute Values can be grouped under Folders for organizational purposes. These groupings will be represented in the Attribute drop-down when filtering a List of Items or creating or editing an Item.

      Who can create a new Attribute Value or Folder?

      Anyone with the "Quality Administrators" permissions can create Attribute Values and Folders.

      People with other Administrator permissions may be able to access the Attribute Administration page, but will not be able to make changes to it.

      Create a new Attribute Value or Folder

      To create a new Attribute Value or Folder, navigate to the Attributes administration page, then click the name of the Attribute Type with which you want to work and the Attribute's individual administration page will open. By default, the Location(s) field will be filtering the list of existing Attribute Values by your Location(s).

      Two Line OfieRemember: There are four types of Attributes: Weighted, Value, Location, and People. Only Weighted and Value Attributes can have Attribute Values and Folders associated with them.


      Once you've opened the Attribute's individual administration page:

      • To create a Folder or a single Attribute Value, click Add at the top of the list of Attributes:
      An Attribute Types admin page with an arrow pointing to the Add button
        • To create a new Folder, click Create Folder in the resulting drop-down menu and the Create  Folder window will open.

          To create a new Attribute Value, click Create [Attribute] in the resulting drop-down menu and the Create [Attribute] window will open. Note that the name of this option in the drop-down and of the window's name will reflect the name of the Attribute Type.

        Two Line OfiePro Tip: To create a new Attribute Value and have it automatically nested under an existing Folder, first click the Folder in the list of Attribute Values, then click Add, and then click Create [Attribute].

        • To create multiple Attribute Values at once, click Actions at the top of the list of Attribute Values.

        An Attribute Types admin page with an arrow pointing to the Actions button

          • Click Multiple Attribute Builder in the resulting drop-down menu and the Build Multiple Attributes window will open.
            • Count: Enter the number of Attribute Values you'd like to create.
            • Click Save.
            • The specified number of Attribute Values will be created, each given a number (1-[Count]) as its name. If you're working with a Weighted Attribute Type, the Attribute Value's Weight will match its name.

              Edit each Attribute Value to fill out its information as necessary.

        Create a Folder

        In the Create Folder window:

        • Name (required): The name will be used to identify this Folder.
        • Description: Enter an optional description in this field.
        • Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.
          • Color: Expand this drop-down to select the color that should be used for the Folder's icon. Click Save on the drop-down to confirm your selection.

            If this Folder doesn't have an icon configured, this option will have no effect.
        • Click Save.

        Create an Attribute Value

        In the Create [Attribute] window:

        • Name (required): The name will be used to identify this Attribute Value.
        • Description: Enter an optional description in this field. The description will appear when hovering over the Attribute Value's name in the list of Attribute Values.
        • Locations: Use this field to search for and select the Locations with which this Attribute Value should be associated. Attribute Values in a user's Locations — or in the Location(s) nested under their Locations — will be shown by default when editing this Attribute on an Item.
        • Weight (required): This option will only appear if you are working with a Weighted Attribute Type. Enter the numerical value, or "Weight," that should be assigned to this Attribute Value. When this Attribute Value is selected as part of a Weighted Score, this Weight will be used to calculate this Attribute Value's contribution to the total Score.
        • The Include Note checkbox: When enabled, an optional text box will be displayed when this Attribute Value is selected on an Item so that the person who selected the Value can provide further details.
          • The Require Note checkbox: This option will only appear if the "Include Note" checkbox is enabled. When enabled, the text box displayed when this Attribute Value is selected on an Item will be required rather than optional.
        • Icon: Click one of the listed icons to select it and the icon's code will automatically appear in the "Icon Code" field, or follow the link under the "Icon Code" field, select the icon you want to use, and copy and paste its icon code into the Icon Code field.

          This icon will appear next to the Attribute Value when filtering an Item List, editing or creating an Item, or on an Item's work panel.
          • Color: Expand this drop-down to select the color that should be used for the Attribute Value's icon. Click Save on the drop-down to confirm your selection.

            If this Attribute Value doesn't have an icon configured, this option will have no effect.
        • Click Save.