Adding, Editing, and Deactivating Vendor Portal Attributes

OneTrust pre-populates the attribute inventories with attributes commonly associated with each type of inventory. You can add additional attributes to suit your organization's needs, edit the name and description of an attribute, and deactivate attributes you no longer wish to use.

To add an attribute

  1. On the Vendor Portal menu, select Setup > Attribute Manager. The Attribute Manager screen appears.

  2. Click the View button for the type of attribute inventory to which you want to add an attribute. The Attribute Manager screen appears.


  3. Click the Add Attribute button. The Add Attribute modal appears.

  4. Complete the fields, for more info, see Add Attribute Screen Reference.
  5. Click the Save button.
  6. To add another attribute without closing the modal, click the Save & Add Another button.

Add Attribute Screen Reference



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.

Required

Select this to make the attribute a required field.

Allow Other

Select this to allow users to answer Other and enter additional custom responses.

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. Open the attribute inventory containing the custom attribute you want edit.
  2. Hover over the row for the attribute you want to edit until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context Menu, select Edit Key. The Edit Attribute modal appears.


    Note:

    You can also find the Edit Key button on the Attribute Details screen.

  5. Revise the fields as needed.
  6. Click the Save button.

To deactivate a custom attribute

  1. Open the attribute inventory containing the custom attribute you want to deactivate.
  2. Hover over the row for the attribute you want to deactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context Menu, select Deactivate Attribute. The Deactivate Attribute modal appears.


  5. Click the Confirm button. The attribute status will change to Inactive.

To reactivate a custom attribute

  1. Open the attribute inventory containing the custom attribute you want to reactivate.
  2. Hover over the row for the attribute you want to reactivate until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context Menu, select Reactivate Attribute. The Reactivate Attribute modal appears.


  5. Click the Confirm button. The attribute status will change to Active.