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Attributes are basic data elements in the Smart Onboarding system. The values of attributes are used to control access within the system, and can be shown on pages and in emails generated in the system. You can also define your own attributes that can be used for these purposes.
See Attributes for more information.
Who can access Attribute Preferences?
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Click the Menu icon. Navigate to Attribute Preferences under Preferences.
| Menu |
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How do you inactivate an attribute?
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Scroll down and click Save.
| Active/Inactive |
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How do you change the name of an attribute for your organization?
On the left side of the page, you can change the name of an attribute by entering a word the new text under Override Label and save.
As an example, the overridden label for the Business Unit is given as "Division".
| Override Label |
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This will change the attribute's name throughout the system. Some examples where the new label can be seen are given below:
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The modified attribute names reflect in all Elasticsearch pages (including drill down pages).
| Advanced search options for Category "Invitations" |
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| Facets and search results for category "Invitations" |
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| Search results for category "Manage Accounts" |
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| View Attributes |
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| Revision Configuration Page |
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Choose an user role, click on the content category and add the content.
| Homepage Content Revision Page |
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On the Attribute Preferences page, you can unselect any of these attributes in order for those not be able to control the homepage category-driven content.
Once you select or unselect any of the attributes, make sure to click on Save at the bottom page to save the changes.
| Homepage Content Allowed |
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What attributes are available for Row Level Security?
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As a System Administrator, this is seen in inviting a Business User :
| Invite/Edit User Page |
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On the Attribute Preferences page, under User Security Allowed, select or unselect any of the four attributes.
Scroll down and click on Save.
| User Security |
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If User Security allowed is checked for an attribute and saved, the attribute will be marked as required in the invitation and Complete Job Details (CJD).
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Also the Invitation, CJD field and the Required fields in Process Attribute Preferences show as checked for that attribute and will not be allowed for unchecking.
Example:- Lets check User Security Allowed for "Department" attribute and save the configuration.
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Create a new Process Revision or open an "In Progress" Process Revision. Click on Configure Attribute Preferences link.
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For the Department attribute, note that the Invitation, CJD field and the Required fields are checked and in read only mode. The fields are not allowed for unchecking.
| Process Attribute Preferences |
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On the other way, if a process Revision is open, the system will not allow you to change the User Security Allowed option for attributes on the organization Attribute Preferences page. An error message will be displayed as below if you check/uncheck the check box.
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How do you allow an address to show on an attribute's page?
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This is an example of the address Attribute Revision for Tax Location Code:
| Attribute Revision Page |
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The attribute information page is shown as below.
| Revision Attributes Page |
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Back on the Attribute Preferences page, under Allow Address, select or unselect these attributes.
Click on Save.
| Allow Address |
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