Custom Attribute Fields
Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this help doc


Create a Custom Attribute Field

With Custom Attributes, you can add additional info to your Graphs, Members and Positions. They can also be accessed via the MetaPulse API.

To create Custom Attribute Fields:

  1. Click Settings

  2. Expand your Organization

  3. Click Custom Attribute Fields

  4. Click New Custom Attribute Field

  5. Record Type - Choose among Graph, Member or Position, depending on the requirements.

  6. Field Name - Type the Name of the Custom Attribute

  7. Display Name - How the name is shown. If it's blank, it will take the name from the Field Name. This is useful for API where you can make the name look different.

  8. Data Type - Choose among Text, Formatted Text, Integer, Decimal Value, Boolean, Date, Time or Date Range depending on the requirements.

  9. You can enter a description, if needed.

  10. Display value in user interface makes the custom attribute to be visible or hidden

  11. Click Create Custom Attribute Field

See also


Edit a Custom Attribute Field

  1. Click Settings

  2. Expand your Organization

  3. Click Custom Attribute Fields

  4. Click Edit

  5. Record Type - Choose among Graph, Member or Position, depending on the requirements.

  6. To update the Field Name, click Edit. It will warn you that changing the Field Name can break existing integrations that you may have set up. To continue, click OK. Rename the Custom Attribute.

  7. Display Name - How the name is shown. If it's blank, it will take the name from the Field Name. This is useful for API where you can make the name look different.

  8. Data Type - Choose among Text, Formatted Text, Integer, Decimal Value, Boolean, Date, Time or Date Range depending on the requirements.

  9. You can enter a description, if needed.

  10. Display value in user interface makes the custom attribute to be visible or hidden

  11. Click Update Custom Attribute Field


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:

  1. Click the 3-dot menu on the desired graph:

  2. Click Custom Attributes

  3. 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.

  4. Click Save Custom Attributes

  5. To see the custom attribute, click the 3-dot menu on the desired graph.

  6. Click Graph Info

  7. 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.

  1. Click on Team Chart

  2. Click View Details on the desired member

  3. Click Edit Position

  4. Click Show Member Settings

  5. 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.

  6. Scroll down and click Update

  7. To see the custom attribute, click View Details on the desired member.

  8. The custom attribute for the member will be shown


Example - Create a Custom Attribute for a Position

In this example, we will create a Custom Attribute for a position called "Sales Position".

First, you need to Create a Custom Attribute Field. If you already created it, you can skip this step.

  1. Click on Team Chart

  2. Click View Details on the desired member

  3. Click Edit Position

  4. 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.

  5. Click Update

  6. To see the custom attribute, click View Details on the desired member.

  7. The custom attribute for the position will be shown


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