...
The Attribute Preferences page allows users to control the attributes that are being used in the Smart Onboarding process. Users can customize the attributes depending on their preference. Some of the things they can do on Attribute preferences are activating and inactivating the attributes, changing the name of the attribute for your organization, selecting the attributes to control the Homepage category driven content and Row Level security, and controlling the display of address.
Another option to configure attributes is through Process Revision. This feature allows users to have different attribute configuration related to invitations for different processes. Any customization done at the process level overrides the default settings configured at the product level.
...
Click the Menu icon. Navigate to Attribute Preferences under Preferences.
| Menu |
|---|
|
...
|
How do you inactivate an attribute?
...
Scroll down and click Save.
| Active/Inactive | |
|---|---|
|
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 under Override Label. This will change the attribute's name throughout the system.
| Override Label | |
|---|---|
| |
What attributes can you use to control homepage category-driven content?
...
| Revision Configuration Page |
|---|
|
Choose an user role, click on the content category and add the content.
| Homepage Content Revision Page |
|---|
|
...
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 |
|---|
|
...
What attributes are available for Row Level Security?
...
As a System Administrator, this is seen in inviting a Business User , shown here :
| Invite/Edit User Page | |
|---|---|
|
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 |
|---|
|
...
If User Security allowed is checked for an attribute and saved, the attribute will be marked as required in the invitation and CJD.
|
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.
|
Create a new Process Revision or open an "In Progress" Process Revision. Click on Configure Attribute Preferences link.
|
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 |
|---|
|
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.
|
How do you allow an address to show on an attribute's page?
...
This is an example of the address Attribute Revision for Tax Location Code:
| Attribute Revision Page |
|---|
|
...
The attribute information page is shown as below.
| Revision Attributes Page | |
|---|---|
|
Back on the Attribute Preferences page, under Allow Address, select or unselect these attributes.
Click on Save.
| Allow Address | |
|---|---|
| |
