Adding Attributes to the Projects Object

You can add custom attributes to a Projects Object to act as data points to drive essential processes in your other OneTrust products.

To create Object Type attributes

  1. On the Global Data Manager menu, select Object Types.

    The Objects screen appears.

  2. Select Projects.

    The Projects screen appears.

  3. Go to the Attributes tab. All system and custom attributes will be listed in this screen. The following attributes are available to customers by default:

    • Created By

    • Created Date

    • Deadline

    • Description

    • External ID

    • Last Updated By

    • Last Updated Date

    • Name

    • Organization

    • Project ID

    • Project Link

    • Project Owner

    • Stage

    • Status

    • Type

    • Workflow

  4. Click the Create New button.

    The Add Attribute modal appears.

  5. Complete the fields, then click the Save button. The new attribute will appear in the list screen on the Attributes tab.


    Field
    Description
    Name

    Enter a unique name for this attribute.

    Description

    Enter a description for this attribute.

    Response Type

    Choose one of the following to populate unique fields for the attribute.

    • Text: Requires a user to enter free text in response to the attribute.

    • Single Select: Requires configuration of option values and a choice from the System List.

    • Multi Select: Requires configuration of option values and a choice from the System List.

    • Date: Allows users to select or enter a date.

    • Date and Time: Allows users to select or enter a date and time.

    Add Other

    Appears only for the following response types:

    • Single Select

    • Multi Select

    Required

    Mark if this attribute is required for the custom object.

To edit Projects Object attributes

Note:

You cannot edit system attributes.

  1. On the Global Data Manager menu, select Object Types.

    The Objects screen appears.

  2. Select Projects.

    The Projects screen appears.

  3. Go to the Attributes tab.
  4. Select an attribute.

    The Attribute Details screen appears.

  5. Click the Edit button.

    The Edit Attribute modal appears.

  6. Update the fields as necessary, then click the Save button.
    Note:

    Editing the key may overwrite any translated values. To modify the translated labels, please use the "Translate" option.



  7. For attributes with single select or multi select options, there will be an additional tab called Options where you can edit the available responses.


  8. Click the Add Options button to add additional options to the Attribute.


To add options to existing attributes

  1. On the Global Data Manager menu, select Object Types.

    The Objects screen appears.

  2. Select Projects.

    The Projects screen appears.

  3. Go to the Attributes tab.
  4. Select an attribute with multiple configured options.

    The Attribute Details screen appears.

  5. Go to the Options.


  6. Click the Add Options button to add additional options to the Attribute.


To deactivate attribute options

  1. On the Global Data Manager menu, select Object Types.

    The Objects screen appears.

  2. Select Projects.

    The Projects screen appears.

  3. Go to the Attributes tab.
  4. Select an attribute with multiple configured options.

    The Attribute Details screen appears.

  5. Go to the Options.


  6. In the Active Options group, hover over the row of an active option to reveal and click the Context Menu icon.
  7. Select Deactivate.

    The Deactivate Option modal appears.

  8. Click the Confirm button.
    The option will be moved to the Inactive Options group.

To activate attribute options

  1. On the Global Data Manager menu, select Object Types.

    The Objects screen appears.

  2. Select Projects.

    The Projects screen appears.

  3. Go to the Attributes tab.
  4. Select an attribute with multiple configured options.

    The Attribute Details screen appears.

  5. Go to the Options.


  6. In the Inactive Options group, hover over the row of an inactive option to reveal and click the Context Menu icon.
  7. Select Activate.

    The Activate Option modal appears.

  8. Click the Activate button. The option will be moved to the Active Options group.