Configuring Extended Attributes
Extended attributes fields enable you to collect additional information about a customer, contact or order. Extended attributes can be used in cases when the available marketing data fields for the business object are already in use or are not configurable in a manner that is appropriate to your organization's needs. The extended attributes are used in the following areas:
- Contact Extended Attributes: Displayed in the Research and Affiliations section on the Customer Services application Customer|Advanced page.
To configure Contact Extended Attributes navigate to the Registry application Registry::EN::Business Objects::TScustomerBO::Contacts::Extended Attribute node and customize an existing node or click 'New Node'.
- Customer Extended Attributes: Displayed in the Marketing Data section on the Customer Services application Customer|Basic page.
To configure Customer Extended Attributes navigate to the Registry application Registry::EN::Business Objects::TScustomerBO::Extended Attribute node and customize an existing node or click 'New Node'.
- Order Extended Attributes: Displayed on the Customer Services application Order|Summary page.
To configure Order Extended Attributes navigate to the Registry application Registry::EN::Business Objects::TSorderBO::Extended Attribute node and customize an existing node or click 'New Node'.
Although an extended attribute can be used as criteria in a Business Intelligence query, you cannot output an attribute's value.
Extended Attributes Fields
| Field |
Description |
| Node Name |
The name of the node as you want it to appear in the Registry. |
| Type |
The type of attribute you want to create:
- bigInt: Sets the attribute to accept an integer.
- DateTime: Sets the attribute to accept a date. If you select this option, you can select the format for the date (e.g. YYYY-MM-DD).
- String: Sets the attribute to accept a string of text (letters and numbers).
|
| Delete? |
Enables you to delete the node. |
| Default Value |
The initial value of the field displayed, before the user makes any changes. |
| Format |
For date attributes, this enables you to set the format for the date (e.g. YYYY-MM-DD).
This is only available for date type fields. |
| Label |
The name to identify the attribute as it is displayed to the user. |
| List |
Select the list you want users to choose from for this field (if any). If you choose a list, when you apply your changes, the 'Default Value' updates with the available list options.
This does not apply if creating a date attribute. |
| Maximum Length |
The maximum number of characters the user can enter into the field. This applies for integer and string attributes. |
| Maximum Number of Values |
If you selected a list and the list is enabled for multiple selections, this field specifies the maximum number of values that the field can have. |
| Maximum Values |
The maximum value for the field. This only applies to integer attributes. |
| Minimum Length |
The minimum number of characters the user can enter into the field. This applies for integer and string attributes. |
| Minimum Value |
The minimum value for the field. This only applies to integer attributes. |
| Mode |
Specifies the accessibility of this attribute. The mode options are:
- Readable: Select Yes to enable users to see this field on their interface
- Writeable: Select Yes to enable users to set a value for this field
- Unbound: Specifies whether the field is bound to the specified list (No) or enabled for users to enter their own value (Yes).
- Persistable: Specifies whether the field entry can be saved to the database or not
- Optional: Specifies whether the field is an optional field
- Masked: Not applicable for this category
The three possible settings are:
- Default: The generally anticipated use of the field
- Yes: Field option is active (e.g. 'Optional' set to Yes indicates an optional field)
- No: Field option is active (e.g. 'Optional' set to No indicates a mandatory field)
|