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:
Click Settings
Expand your Organization
Click Custom Attribute Fields
Click New Custom Attribute Field
Record Type - Choose among Graph, Member or Position, depending on the requirements.
Field Name - Type the Name of the Custom Attribute
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.
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
Edit a Custom Attribute Field
Click Settings
Expand your Organization
Click Custom Attribute Fields
Click Edit
Record Type - Choose among Graph, Member or Position, depending on the requirements.
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.
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.
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 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:
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 Team Chart
Click View Details on the desired member
Click Edit Position
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 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.
Click on Team Chart
Click View Details on the desired member
Click Edit Position
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 position will be shown