Skip to main content

Custom Attributes

Attributes add custom fields to assets without code modifications. Define industry-specific or classification-level fields with appropriate data types.

Note: Must enable attributes in Asset Setup ("Enable Attributes" = checked).

image-20251215-191019.png

Understanding Attributes

Attribute = Custom field on Asset Card

Each attribute provides:

  • Custom field name

  • Data type (Text, Integer, Decimal, Date, Boolean, Option)

  • Scope (industry-wide or specific classification level)

  • Optional default value

  • Optional mandatory flag

Example attributes:

  • Cargo Capacity (Decimal) - for FLEET industry

  • RAM (Integer) - for IT industry, Level 2 (Laptops)

  • Warranty Expiration (Date) - for all assets

  • Vessel Condition (Option: Excellent, Good, Fair, Poor) - for FLEET


Data Types

| Type

|

Purpose

|

Example Values

| | --- | --- | --- | |

Text

|

Codes, names, short descriptions

|

IMO1234567, Serial: ABC123

| |

Integer

|

Whole numbers, counts, years

|

RAM: 16, Crew: 25, Year: 2024

| |

Decimal

|

Measurements, capacities

|

Cargo: 50000.50, Weight: 125.75

| |

Date

|

Dates, expirations

|

2024-12-31, 2025-06-15

| |

Boolean

|

Yes/No, true/false flags

|

Has GPS: Yes, Certified: No

| |

Option

|

Predefined choices

|

Excellent,Good,Fair,Poor

|


Creating Attributes

Access Attributes Page

  1. Choose 🔎 icon

  2. Enter Asset Industries

  3. Choose related link

  4. Open Industries list page

  5. Select Industry, press Classification Levels

  6. Select Level, to which to attach Attributes

  7. Press Attributes

  8. Click New

Required Fields

Industry Code

  • Select industry (FLEET, IT, MEDICAL)

  • Attribute applies to this industry only

Level Number

  • 1, 2, 3... = Specific classification level only

Attribute Code (max 20 characters)

  • Unique identifier: CARGO-CAP, IMO-NUM, RAM-GB

  • Uppercase recommended

Attribute Name (max 50 characters)

  • Display name: "Cargo Capacity", "IMO Number", "RAM (GB)"

  • Shown on Asset Card

Data Type

  • Select from: Text, Integer, Decimal, Date, Boolean, Option

Optional Fields

Option String (for Option type only, max 250 characters)

  • Comma-separated values

  • Example: "Excellent,Good,Fair,Poor"

  • Required when Data Type = Option

Mandatory (checkbox)

  • User must fill this field

  • Asset cannot save without value

  • Use sparingly

Default Value (max 250 characters)

  • Pre-filled when creating new asset

  • User can change

  • Must match data type

Display Order (integer)

  • Controls field order on Asset Card

  • Lower numbers first (1, 2, 3...)

  • Same order = alphabetical by name


Using Attributes on Assets

After defining attributes, they appear on Asset Card:

Attributes FastTab:

  • Shows all Level 0 attributes (industry-wide)

  • Shows attributes for asset's classification level

  • Fields arranged by Display Order

  • Mandatory fields marked with *

Entering Values:

  • Text: Free text entry

  • Integer/Decimal: Numeric input

  • Date: Date picker

  • Boolean: Checkbox

  • Option: Dropdown list

[Screenshot Placeholder: Asset Card Attributes FastTab showing custom fields]


Best Practices

Choose Correct Data Type

  • Use Integer for counts (not Decimal)

  • Use Option for limited choices (not Text)

  • Use Boolean for yes/no (not Option)

Limit Mandatory Fields

  • Only mark critical fields mandatory

  • Too many mandatory = user frustration

Clear Names

  • Include units: "Length (m)", "RAM (GB)"

  • Avoid abbreviations in names

  • Codes can be abbreviated

Option String Format

  • No spaces around commas: "Red,Blue,Green" not "Red, Blue, Green"

  • Keep option values short

  • Max 10 options recommended

Display Order Strategy

  • Group related fields (10, 11, 12)

  • Leave gaps for future additions (10, 20, 30)

  • Most important fields first


Modifying Attributes

Changing Name, Help Text, Display Order

  • Safe to change anytime

  • Doesn't affect existing data

Changing Data Type

  • Not recommended after data exists

  • May lose existing values

  • Test in dev environment first

Adding/Removing Options (Option type)

  • Can add new options safely

  • Removing options: check if values exist first

Blocking Attribute

  • Hides from Asset Card

  • Data preserved

  • Use instead of deletion

Deleting Attribute

  • Cannot delete if values exist

  • Delete all attribute values first (manual process)

  • Or block instead


Enabling/Disabling Attribute System

In Asset Setup:

  • "Enable Attributes" checkbox

  • Checked = Attributes active (default)

  • Unchecked = Attributes hidden

When disabled:

  • Attribute FastTab hidden on Asset Card

  • Data preserved in database

  • Definitions remain

  • Re-enable anytime

Why disable:

  • Simplify UI if not using attributes

  • Slight performance improvement

  • Most organizations keep enabled


Configuration Group Complete

You've now learned all configuration topics:

  1. Industries - Top-level containers ✓

  2. Classifications - Hierarchical taxonomy ✓

  3. Attributes - Custom fields ✓


Next: Move to Core Assets section to start creating and managing assets.