Configuring Exception Attribute Groups

You can create groups of attributes which appear during exception creation and on the Exception Details screen. Attributes can only be assigned to one group at a time.

To add new attribute groups

  1. On the Policy Management menu, select Setup > Attribute Manager.

    The Attribute Manager screen appears.

  2. Click the View button on the Exception Attributes tile.

    The Attribute Manager list screen appears.

  3. Select the Groups tab.
  4. Scroll down and click the Add Group button.
    The Add Group modal appears.

  5. Enter a descriptive name for the group of attributes.
  6. Click the Save button.
  7. Click the Manage Attributes button under the new group.
    The Manage Attributes modal appears.
    Note:

    You can manage the attributes for each attribute group.



  8. Use the horizontal arrow buttons to move available attributes into the group.

    Use the vertical arrow buttons to change the ordering of the attributes within the group.

  9. Click the Save button.
  10. Create additional groups as needed.

To add attributes to a group

You can edit the attributes that appear within each attribute group using these steps.

  1. On the Attributes Groups tab, click the Manage Attributes button within an existing group. modal appears.

    The Manage Attributes modal appears.

  2. Move the available attributes to the available group using the direction arrows.
    Note:

    The same process can be used to remove attributes from a group. You cannot reuse the same attribute in more than one group.

  3. Click the Save button. The chosen attributes will be listed in the given group on the Attribute Groups tab.

To edit the name of an attribute group

You can edit the name of custom and system generated attribute groups using these steps.

  1. On the Attributes Groups tab, click the Edit icon for the group name you want to edit.

    The Edit Group modal appears.

  2. Edit the group name as needed.
  3. Click the Save button.

To translate the name of an attribute group

  1. On the Attributes Groups tab, click the Translate icon for the group name you want to translate.
  2. Enter the translated value of the group name for each language you want to add.
  3. Click the Save button.

To delete attribute groups

  1. On the Attributes Groups tab, click the Delete icon for the group name you want to delete.

    The Delete Group modal appears.

  2. Click the Confirm button.

To reorder attribute groups

You can change the order in which the attribute groups appear.

  1. On the Attributes Groups tab, click the Arrow icon for the group name you want to move.
  2. Use the down arrow to move a group to a lower level.

    Use the up arrow to move a group to a higher level.