In this help doc
Create a Custom Attribute Field
With Custom Attribute you can add additional info to your Graphs, Members and Posts. They can also be accessed via the MetaPulse API.
To create Custom Attribute Fields:
Click Settings
Expand your Organization
Click Custom Attribute Fields
Click New Custom Attribute Fields
Record Type - Choose among Graph, Member or Post, depending on the requirements.
Field Name - Type the Name of the Custom Attribute
Data Type - Choose among Text, Formatted Text, Integer, Decimal Value, Boolean, Date, Time or Date Range depending on the requirements.
You can enter a description, if needed.
Display value in user interface makes the custom attribute to be visible or hidden
Click Create Custom Attribute Field
See also
Example - Create a Custom Attribute for a Graph
In this example, we will create a Custom Attribute for a member called "Price per item".
First, you need to Create a Custom Attribute Field. If you already created it, you can skip this step.
To use the Custom Attribute on a graph:
Click the 3-dot menu on the desired graph:
Click Custom Attributes
Enter a value for the custom attribute. In our example, in the Custom Attribute Field we created, the Data Type was set to Decimal. That's why we can enter a decimal number.
Click Save Custom Attributes
To see the custom attribute, click the 3-dot menu on the desired graph.
Click Graph Info
Scroll down to see the custom attribute with its value
Example - Create a Custom Attribute for a Member
In this example, we will create a Custom Attribute for a member called "Vacation Date".
First, you need to Create a Custom Attribute Field. If you already created it, you can skip this step.
Click on Org Chart
Click View Details on the desired member
Click Edit Post
Click Show Member Settings
Enter a value for the custom attribute. In our example, in the Custom Attribute Field we created, the Data Type was set to Date. That's why we can select a date.
Scroll down and click Update
To see the custom attribute, click View Details on the desired member.
The custom attribute for the member will be shown
Example - Create a Custom Attribute for a Post
In this example, we will create a Custom Attribute for a Post called "Sales Post".
First, you need to Create a Custom Attribute Field. If you already created it, you can skip this step.
Click on Org Chart
Click View Details on the desired member
Click Edit Post
Enter a value for the custom attribute. In our example, in the Custom Attribute Field we created, the Data Type was set to Boolean (Yes / No). That's why we can select between Yes / No.
Click Update
To see the custom attribute, click View Details on the desired member.
The custom attribute for the post will be shown