Using the Portal File Attribute Template Builder
- Mojib Javadi
- Jonathan Gane
Project Administrators can create File Attribute Templates using the Portal File Attribute Template Builder, a convenient graphical user interface to build File Attribute Templates step-by-step. Alternatively, File Attribute Templates can be created quickly by importing a formatted JSON - see Importing File Attribute Templates.
Instructions
To create a new File Attribute Template for your Project using the Portal File Attribute Template Builder:
Launch your Project and click on the Project Settings icon.
Select the File Attributes tab and click + New Attribute Template.
Enter an Attribute Template Name and click Next Step.
Enter a Description for your Attribute Template and click Next Step.
Optionally, toggle visibility between visible or hidden. Visible indicates that other project members can see and utilize your Attribute Template. Hidden indicates that project members cannot see your template.
Click + Add Attribute to create a new attribute and configure the key parameters:
Attribute Name: the name of the attribute (letters or numbers, no spaces, maximum 32 characters).
Type: the type of information to be collected. This includes:
text - will allow entries of up to 100 characters (text or numeric).
single choice
multiple choice
date only - format: YYYY-MM-DD
date and time - format: YYYY-MM-DD HH:mm:ss
Value: for Single and Multiple Choice types, define the accepted values (maximum 32 characters each), pressing Enter after each entry.
Optional: attributes are optional by default. Uncheck the box if the attribute is to be mandatory.
Click the checkmark to save the new field or X to clear the field.
To add more fields, repeat steps 5-6 until all fields have been added.
Review the newly created fields for accuracy and completeness. Be sure to click the checkmark in the Actions column beside each field to save the entry or X to discard the field. Once a field is saved, use the Edit or Delete icons to make any changes.
Click Create.
Your new File Attribute Template is saved and Project Members will be able to see the Attribute Template and annotate files with these attributes - see Adding and Modifying File Attributes for more information on how to annotate files.
After a File Attribute template has been saved, new values can be added to existing attributes and new fields can be added but existing fields cannot be removed and any new attributes added to the template must be “Optional”.
You can create multiple File Attribute Templates for the Project, but a Project file can only be annotated with a single File Attribute Template. Once annotated, the File Attribute Template associated with a file cannot be changed.