Adding, Editing, and Deactivating Relationship Attributes

You can add additional attributes to suit your organization's needs, edit the name and description of an attribute, and deactivate customattributes you no longer wish to use.

To add an attribute

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup.
  2. Click the View button on the Relationship Manager tile. The Relationship Types list screen appears.

  3. Click the name of the relationship type for which you want to create an attribute. The Relationship Type Details screen appears.

  4. Click the Create New button. The Add Attribute modal appears.

  5. Complete the fields. For more information, see Add Attribute Screen Reference.
  6. Click the Save button.
    Tip:

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

Add Attribute Screen Reference



Field
Description
Name of Key

Enter a name of the attribute.

Description Key

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.

Allow Other

Select this check box to allow users to select Other as an option for the attribute value.

Note:

Allow Other is only available for single select and multi select attributes.

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. Note: you cannot select Multi-Select as the response type.

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 icon buttons to remove attribute value options.

To edit a custom attribute

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup.
  2. Click the View button on the Relationship Manager tile. The Relationship Types list screen appears.

  3. Click the name of the relationship type for which you want to edit an attribute. The Relationship Type Details screen appears.

  4. Hover over the row for the attribute you want to edit until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.

  6. Select Edit. The Edit Attribute modal appears.


  7. Revise the fields. 
  8. Click the Save button.
Note:

You can also edit an attribute by clicking the Edit Attribute button on the Attribute Details screen.

To localize attribute names and descriptions

You can localize or translate the names of your attributes into any of OneTrust's supported languages. These translated values will appear in assessments, reports, and inventories. 

Note:

The translated values of an attribute name will not appear in the Inventory Manager when you switch console languages. 

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup.
  2. Click the View button on the Relationship Manager tile. The Relationship Types list screen appears.

  3. Click the name of the relationship type for which you want to translate an attribute. The Relationship Type Details screen appears.

  4. Hover over the row for the attribute you want to translate until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.

  6. Select Translate Name or Translate Description. The Update Term modal appears.

  7. Enter the localized value of the attribute name or description for each language you want to add.
    Note:

    OneTrust provides default translated values for the default attributes in the application. You can customize these to meet your organization's needs.

  8. Click the Save button.

To deactivate a custom attribute

Note:

This functionality is only available for custom attributes.

  1. On the Data Mapping Automation menu, select Inventory Manager under Setup.
  2. Click the View button on the Relationship Manager tile. The Relationship Types list screen appears.

  3. Click the name of the relationship type for which you want to deactivate an attribute. The Relationship Type Details screen appears.

  4. Hover over the row for the attribute you want to deactivate until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.

  6. Select Deactivate Attribute. A confirmation modal appears.
  7. Click the Deactivate Attribute button.