Managing Data Catalog Attributes

Using Data Catalog, you can add, edit, and deactivate custom attributes for terms and data assets.

The Attribute Manager contains all system, custom, and discovered attributes. Discovered attributes (added from discovery scans) will display as read-only. The following system data asset attributes will also display as read-only:

  • Name

  • Type

  • Data Source Name

  • Data Source System Type

  • Parent Object

  • Xpath

  • System Created Date

  • System Created By

  • System Last Updated Date

  • System Last Updated By

  • Creation Source

To add an attribute

  1. On the Data Catalog menu, select Attribute Manager under Setup.

    The Attribute Manager screen appears.

  2. Click the View button for the attribute list to which you want to add an attribute.
    A list of attributes appears.
  3. Click the Add Attribute button.

    The Add Attribute modal appears.

  4. Complete the fields, then click the Save button.

    To add another attribute without closing the modal, click the Save and Add Another button.


    Add attribute modal
    Field
    Description
    Name

    Enter a name of the attribute.

    Description

    Enter a brief description of the attribute.

    Response Type

    Select the type of response which should be associated with the attribute.

    When you add an attribute question to a questionnaire template, the question will use this type of response. 

    When an inventory record is created for this inventory type, the attribute value will be populated with this type of response.

    Select Text to allow users to enter text as the attribute value.

    Select Single Select to allow users to select one option as the attribute value.

    Select Multi Select to allow users to select multiple options as the attribute values.

    Select Date to allow users to select a date as the attribute value.

    Custom/System List

    Select if you want to create the list of attribute value options using a custom list or a system list.

    System List

    Select the system list you want to use to create the list of attribute value options.

    Select Users to use the list of users in the system.

    Add New Option Single Select and Multi Select Attributes Only

    Enter the attribute value option.

    Click the Add button to add the option.

    Note:

    If you do not click the Add button, the attribute value option will not be added to the attribute.

    New Option Values Single Select and Multi Select Attributes Only

    This list shows the added attribute value options.

    Use the Remove icons Remove icon to remove attribute value options.

To edit a custom attribute

  1. On the Data Catalog menu, select Attribute Manager under Setup.

    The Attribute Manager screen appears.

  2. Click the View button for the type of attribute list for which you want to edit an attribute.
    A list of attributes appears.
  3. Select the name of an attribute from the list.

    The Details screen appears.

  4. Click the Edit button.

    The Edit Attribute modal appears.


    Edit attribute modal
  5. Revise the fields. 
  6. Click the Save button.

To deactivate a custom attribute

  1. On the Data Catalog menu, select Attribute Manager under Setup.

    The Attribute Manager screen appears.

  2. Click the View button for the attribute list to which you want to add an attribute. A list of attributes appears.
  3. Hover over the row for the attribute you want to delete until the Context Menu icon Context Menu icon appears.
  4. Click the Context Menu icon.

    The Context menu appears.

  5. Select Deactivate. A confirmation modal appears.
  6. Click the Deactivate button.

To reorder attribute options

For select response types, you can customize the display order of attribute options when managing records. Reordering is supported for system and custom attribute options with the following response types:

  • Single Select

  • Multi Select

  • Numeric - Single Select

  1. Navigate to the Options tab in the Attribute Details screen of an attribute. The existing active options will be listed in their current order.

    Attribute manager - Options tab
  2. Click the Reorder Options button.

    The Reorder Options modal appears.


    Reorder Options modal
  3. Enable the setting Customize Option Order, then click the icon to drag-and-drop an option value to your preferred spot.

    Reorder options - Customize Option Order

    Reorder options - Customize Option Order
  4. You can also select the checkbox to use the directional placement arrows for reordering options in bulk.

    Reorder options - Checkbox for reordering options in bulk
  5. Click the Save button to exit the modal. The Active Options list will update with the new order.