Creating Custom Attributes

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Ad Manager Connect provides you with the ability to create your own fields of information.  These fields, called Custom Attributes, can be set up to allow users to choose specific items from a predefined list or a range, or they can be set up to allow users to add new options as they enter data.  These fields are visible to everyone within your organization and can be used when creating filters in the system to find specific information.

Note: Campaign custom attributes cannot be seen in Inventory and Inventory custom attributes cannot be seen in Campaigns.

A custom attribute is designated by the gear icon in the top right corner of its box.

Users can enter the desired value for a custom attribute by selecting the edit pen in the bottom right corner of the box.

Adding a Custom Attribute

From the main page for Inventory and Sales, there is a custom attributes box.  Click on this box.

Once you are in the Custom attributes section, you can add a New attribute by clicking the "+" in the bottom right corner of the screen.  The following screen will appear:

You can choose from 5 different data types that this custom attribute can be:

• Yes or No - Users can only select "Yes" or "No" as valid responses to this attribute
• Category - Users can select items from this list.  If the desired item is not on the list, they can add additional items
• Number - Users can enter a numeric value
• Choice list - Users can select items from this list - the cannot add new items
• Text - The user can enter text

After selecting the desired attribute type, you can enter the attribute name and a description (if desired). 

The following options also appear:

• Use as a narrow-down facet -  If you want users to be able to filter results by this data, shift the button to the right. Note that this option is not available for number or text
• Yes by default - If selecting a Yes or No type attribute, you can choose whether to mark it yes by default (which means there must be a Yes/No value for every item in the database), or to leave it blank by default.
• Multi-line - If selecting a Text type attribute, you can choose whether the text is to be entered into a single line (a short response) or multi-line (allowing for a long response).
• Default value - If selecting a Text type attribute, you can choose default text to be entered for every item, or to leave it blank by default
• Set a minimum value - If selecting a Number type attribute, you can choose if you wish to have a minimum value a user can enter.
• Set a maximum value - If selecting a Number type attribute, you can choose if you wish to have a maximum value a user can enter.
• Set a default value -If selecting a Number type attribute, you can choose a default value to be entered for every item.
• Minimum integer digits - If selecting a Number type attribute, you can choose the minimum number of integer digits (to the left of the decimal) a user can enter.
• Minimum fractional digits - If selecting a Number type attribute, you can choose the minimum number of decimal digits (to the right of the decimal) a user can enter.
• Maximum fractional digits - If selecting a Number type attribute, you can choose the maximum number of decimal digits (to the right of the decimal) a user can enter.

After entering the attribute details, click the check mark in the bottom right corner to save the attribute

Deleting a Custom Attribute

If you wish to delete a custom attribute, go to the list of custom attributes and click the garbage can icon for the item you wish to delete.  Please note that all records and data associated with this attribute will be deleted.

Adding Selection Items to Category and Choice List Attributes

After creating a Category or a Choice list attribute, you need to enter valid responses that the users can select from.  To enter this list, click on the Categories/Choices icon as appropriate.

After selecting the icon, you can select the "+" in the bottom right hand corner to add a new selection item.  

From here you can add the item to appear on the list and then select the check mark in the bottom right corner. Continue this process of adding items until your list is completed.

Deleting a Selection Item Values

If you wish to remove a value from a Category or Choice list, you can do so by going to the appropriate custom attribute and selecting the Categories/Choices icon as appropriate.  From the list of valid selection items, you can click the garbage can icon to the right of the appropriate item. Please note that this will remove the item from the list, and from any record currently using this item.