Free-form attributes are external attributes that can be added to the invitation by Smart ERP upon customer request. These attributes are specific to the product and can be configured in the setup for any organization. Once defined, the attribute will appear on the invitation's "Attributes" page for all current and previous transactions. If the attribute is set as required in the setup, it must be filled in; otherwise, an error message will be displayed upon saving the invitation.
Given below is an example of a free-form attribute field added in an invitation.
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Since the attribute is defined as required in the setup, the following error message displays if the value is not entered in the field.
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Enter the attribute value and save the invitation.
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The value entered in the attribute field is saved and can be viewed on the Review Invitation page.
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The invitation attributes can also be viewed via Keyword Search "Invitations" category. Search for the given invitation in Keyword Search "Invitations" category and select "View Attributes" from the available actions.
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The above added free-form attribute and its corresponding value will appear in the External Attributes section as shown below:
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Note: When this attribute is removed from the setup, the field will no longer appear on the invitation page. However, the attribute can still be observed in Keyword Search under the "View Attributes" option.