Managing Policy Campaign Attributes

You can manage policy campaign attributes to tailor the detail fields used in rule-based user groups. OneTrust automatically populates the attribute inventory with fields found on user records, giving you a solid starting point. From there, you can add, edit, or deactivate attributes to meet your organization’s specific needs.

To add attributes

  1. On the Campaigns menu, select Settings.

    The Attribute manager screen appears in Global Settings.

  2. Click the Add attribute button.
    The Add attribute modal appears.

    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.

    • 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.

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

    Allow other

    Check this box to allow other answers when using Single Select and Multi Select response types.

    Add new option Single Select and Multi Select Attributes Only

    Enter the custom attribute value options or select options from the system list. Click the Add button to add the option.

    • The Custom list allows you to add options to create a custom list of attribute value options.

    • The System list allows you to select the pre-defined system list for attribute value options.

    New option values Single Select and Multi Select Attributes Only

    This list shows the added attribute value options. Use the Remove icon to remove attribute value options.

  3. Complete the fields as needed.
  4. Click the Save button. To add another attribute without closing the modal, click the Save and Add Another button.

To edit attributes

  1. On the Campaigns menu, select Settings.

    The Attribute manager screen appears in Global Settings.

  2. Click the Key of the custom attribute you want to edit.

    The Attribute details screen appears.

  3. Click the Edit button.
    The Edit attribute details modal appears.
    Note:

    This modal also appears if you click the Context Menu icon for the custom attribute you want to edit on the Attribute manager list screen and select Edit.

  4. Update the fields, as needed.
  5. Click the Save button.

To add attribute options

  1. On the Campaigns menu, select Settings.

    The Attribute manager screen appears in Global Settings.

  2. Click the Key of the custom single-select or multi-select attribute you want to edit.

    The Attribute details screen appears.

  3. Click the Add options button.
    The Add options modal appears.
    Note:

    This modal also appears if you click the Context Menu icon for the custom single-select or multi-select attribute you want to edit on the Attribute manager list screen and select Add option.

  4. Add new option values, as needed.
  5. Click the Save button.

To deactivate and reactivate attributes

  1. On the Campaigns menu, select Settings.

    The Attribute manager screen appears in Global Settings.

  2. Hover over the row of the attribute you want to deactivate or reactivate until the Context Menu icon appears. Only attributes that have been previously deactivated can be reactivated.
  3. Click the Context Menu icon.
  4. Select Deactivate Attribute or Reactivate Attribute.
    A confirmation modal appears.
  5. Click the Deactivate Attribute or Reactivate Attribute button.