What is Supplemental Attribute Data?

We provide description fields for all Attributes and Address fields for select Attributes, but you may want to store more data that is related to the Attribute.  For example, you may want to store the Manager with the Department or a Pay Rate with a job code.

To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding Supplemental Data.  You will add a Smart Form with one or more form fields that will be present on the Attribute definition page and be stored with the particular Attribute value.  You can then use the Supplemental data to drive your business process or as binds in subsequent activiities.  In addition, in places where the Attribute is prompted, you will have the ability to view the Supplemental Attribute Data.

How do you add Supplemental Data fields for an Attribute?

Adding Supplemental Data Fields for an Attribute is a 6 Step Process 

1. Create or modify a Content Revision
2. Add or modify a Smart Form
3. Apply the Content Revision
4. Create or modify a Process Revision
5. Add/Update/Delete Supplemental data
6. Apply the Process Revision

Step 1 - Create or modify a Content Revision

To create a Content Revision, click the Menu icon and select Create Revision under Revisions.

From the Create Revision page, the Administrative User is able to choose between creating a new Content Revision or editing an existing Content Revision.  

To create a new Content Revision, click Add a New Value at the top of the page.  To edit an existing content revision, click Search and choose the desire revision from the drop down list.  There can be many Content Revisions that are 'in progress'.

For 'Type', select Content.  'As of Date' is the effective date for the revision you are about to create.  If you wish to add multiple items with different effective dates, you must create separate revisions.  Click Reserve to create the revision.

Click Configure to enter your changes. 

Step 2 - Modify the supplemental attribute Smart Form

On the Content Revision page, click Review/Update for Smart Forms.  All supplemental data for an attribute will be added through the use of Smart Forms.  Smart Forms allow Administrative Users to include input forms in the system, attaching the entered values to binds that can be used throughout the process.

On the Smart Form lookup page, select the desired Smart Form for the attribute you wish to add supplemental data.  There exists a Supplemental Data Smart Form for each Master Attribute you have defined in the system.  In this example, we will be adding Supplemental Data to a Company Attribute.   

On the Define Smart Form page, the Administrative User is able to add Form Fields to their page, allowing users to enter their own supplemental data.  

Click Create/View Form Fields in order to add a Form Field to desired page.  

On Define Form Fields, click Add a New Value in order to create a new Form Field.  If you have already created a form field, you can view and modify existing form fields by using the search function below.

On the Define Form Field Page, enter a Field Description and select the desired Field Type.  The Form Field changes the accepted input field type.  In this example, we are adding a Character for the name of the Company Manager.

* if you wish to have a single character input, you do not need to fill out the Translate Table Values section.  This section is strictly for creating a Drop Down selection.

After entering the required information for your Form Field.  Click Save in order to attach this newly created Form Field to a Smart Form.  

Return to the Define Smart Form page, clear the "Add supplemental field here" text, and click Insert Form Field to attach your Form Field to the Smart Form.

From the Insert Form Field popup page, select the Desired Input Type and Form Field that you wish to attach to the Smart Form.  You can choose to make this Form Field mandatory as well as change the label that will be attached to the input type.  Click OK.

Repeat this process for as many Form Fields you would like to attach to the current Smart Form.  Resize the field(s) if necessary, then click Save.

Step 3 - Apply the Content Revision

From the Manage Cotent Revision page, click Return to Manage Revision in order to apply the changes you have made during this revision.

On the Manage Revision page, the Administrative User is able to 'Apply' or 'Withdraw' the revision.  Applying will push the changes you made in the revision to the master tables, reflecting the changes you made throughout the system.  Withdrawing will discard the revision causing all of the changes you made in the revision to be discard and thus not reflected in the system.

Step 4 - Create or modify a Process Revision

To create a Process Revision, click the Menu icon and click Create Revision under Revisions.

From this page, an Administrative User can either search for an existing revision to modify, or they can click Add a New Value at the top of the page if they wish to create a new revision.

Enter the revision information, then click Reserve.

Click Configure.

Step 5 - Edit Supplemental Attribute Data

From a Process Revision, Administrative Users are able to add new attributes and modify existing attributes.

Your current attributes can be seen at the bottom of the Process Revision page.  Select the Attribute Type you wish to configure, and you will see all attributes of that type displayed in the drop down.

These attributes are able to be structured as a tree if your organization chooses to do so.  In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure. 

When the Administrative User selects the attribute (in this case Research), they are presented with a row of icons that provide them functionality specific to that single attribute.  The highlighted icon below allows the Administrative User to modify existing attribute data.  

From the Revision Attributes page, Administrative Users are able to edit all information about the selected attribute such as the Description, Desired Lookup ID, etc.

Select the Add/View Supplemental Data hyperlink on the Company Attribute.  

From this page we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input type.  

Select Save to save the entries for all of the form fields. This will bring you back to the Revision Attributes page.

Step 6 - Apply the Process Revision

From the Revision Configuration page, click Return to Manage Revision.

Click Apply.

When an attribute is prompted anywhere in the invitation or onboarding process, if the attribute has supplemental data associated a View Supplemental Data link is presented.  Click the link.

The supplemental attribute data is presented.

Supplemental Attribute data can be used when specifying Routing Criteria in a Process Revision, as well.