Custom attributes provides the ability to create attributes for resources separate from the attributes.
Additionally, custom attributes can be used to organize and categorize the resources assigned.

Prerequisite

You must have one of the following permissions to access the Custom Attribute section:

  • Custom Attributes View: To view the custom attribute type and values.
  • Custom Attributes Create: To create and edit the custom attribute type and values.
  • Custom Attributes Manage: To create, edit and delete the custom attribute type and values.

Create custom attributes

Custom attributes can be created for either a partner or client.

The custom attributes types are case-sensitive. For example, you can create two different custom attribute types - APPLICATIONID and applicationid.

To create a custom attributes type:

  1. Go to Setup > Custom Attributes.
  2. From the Custom Attributes section, click + icon, and enter:
    • Scope - Select the type of user.
    • Custom Attribute Type - Enter the name for the custom attribute type.
    • Description - Enter the details of the custom attribute type.
  3. Click Submit.

The Custom Attributes section displays the new custom attribute and the custom attribute count associated with the partner or client tags.

Create custom attribute values

After selecting the custom attributes type, you can create custom attribute value and later assign the same to Resources, Service Groups, Partners and Clients. You can create more than one custom attribute value for a single custom attribute.

You must select a custom attribute type for a selected partner or client user.

To create a custom attribute value:

  1. Click the + icon to create a custom attribute value.
  2. From Create Custom Attribute Value, enter:
    • Custom Attribute Value - Enter the value.
    • Description - Enter the details of the Custom Attribute value.
  3. Click Submit.

You can create one or more custom attribute value for a selected custom attribute type.

Assign entity objects

Entity objects can be assigned like resources and services for a selected custom attribute value.

  • Entities cannot be assigned to more than one custom attribute value.
  • Custom attribute value can be modified for an assigned entity.

To assign entity objects:

  1. Select the custom attribute value.
  2. Click the tick-mark icon to assign entity objects to a custom attribute value.
  3. From Assign Entity Objects to Custom Attributes, enter:
    • Assign On - Select one of the following options:
      • Clients
      • Resources and Services
    • Client - Select the client user.
    • Entity Type - Select one of the following options:
      • Resources
      • Services
    • All Resources and Clients - Select the number of Resources or services. The options displayed in this section depend on the option selected in the Entity Type parameter.
  4. Click Submit. The number of entities assigned to the custom attribute value are displayed beside the attribute type.

View custom attributes

You can view the created attributes and corresponding values from Custom Attributes Management > Custom Attributes. The Custom Attributes page displays the type, count, custom attribute value, attribute value description, resources, service groups, clients, and partners.

View Custom Attribute

The Entity Object fields displayed for custom attributes vary with the selection of service provider, partner, and client tags. View the custom attributes in the Filter Criteria section for the following features:

  • Infrastructure > Groups
  • Infrastructure > Sites
  • Infrastructure > Services
  • Setup > Resource Management > Device Management Policy

Edit custom attributes

You can modify the description of a custom attribute, but cannot modify the Scope and Type.

To modify the custom attribute:

  1. Go to Setup > Custom Attributes.
  2. From the CUSTOM ATTRIBUTES page, go to the Custom Attributes section.
  3. Click the Edit icon for any custom attribute type.
  4. From the Edit Custom Attribute screen.
  5. Make your changes in the description parameter.
  6. Click Submit.

Edit custom attribute values

You can edit the existing description for a custom attribute value type.

To modify the custom attribute

  1. Go to Setup > Custom Attributes.
  2. From the CUSTOM ATTRIBUTES page, navigate to the Custom Attributes section.
  3. Click the Edit icon for any custom attribute value.
  4. From the Edit Custom Attribute Value screen, make the modifications in the description parameter.
  5. Click Submit.

Change custom attribute values for assigned entity objects

You can modify the custom attribute value for any assigned entity objects using the Edit icon in the respective Resources and Services and Clients page.

To modify the custom attribute value:

  1. From the CUSTOM ATTRIBUTES page, click the number displayed for any entity object. For example, if you want to change the custom attribute value for the set of resources assigned, click the number of resources assigned to the selected custom attribute value.
    • Click the count for Service Group(s) to display the Custom Attribute Value screen.
    • Click the count for client(s) to display the Custom Attribute Value screen.
  2. Select any resource, service, or client name.
  3. Click the Edit icon for the custom attribute value.
  4. Enter the new custom attribute value.
  5. Click the tick-mark icon to update the new custom attribute value.

You can remove a custom attribute value from any selected entities using the Unassign functionality.

Export entity object details

The export functionality in the respective Resources and Services and Clients page allows you to export the entity object details assigned to any custom attribute value in CSV or PDF format.

Delete custom attributes

You can delete the custom attributes and the corresponding custom attribute values and entity objects.

To delete the custom attribute:

  1. Go to Setup > Custom Attributes Management > Custom Attributes.
  2. From the CUSTOM ATTRIBUTES page, go to Custom Attributes and select the types.
  3. Click the Delete icon and click Yes to continue.

Delete custom attribute values

You can permanently remove any resources and services and clients associated with a custom attribute.

To delete the custom attribute value:

  1. Go to Setup > Custom Attributes.
  2. From CUSTOM ATTRIBUTES, select the custom attribute values.
  3. Click the Delete icon and click Yes to continue. The Custom Attributes are deleted.