Attributes
  • 22 Sep 2023
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Attributes

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Article summary

1.1 Overview

Attributes are pieces of user defined metadata to help describe your data. They can be applied to most
entities within 12d Synergy, including Jobs, Folders, Files, 12d Model Projects, Contacts and Tasks.
Attributes are not just informational – they can be used by some external processes and any scripting or workflow you might write.

1.2 Attribute Structure

An attribute is made up of the following:

  • A name – used to uniquely identify the attribute
  • A display name – how the user will see the attribute in the client
  • A type, one of
    • Text
    • Integer
    • Auto increment Integer
    • Date / Time
    • Contact
    • User
    • List
    • Coordinate
    • Yes / No
    • Address
  • An optional summary

When attaching an attribute to an entity, you can define if it is optional or read only.

1.3 System Attributes

Some attributes can be defined at a system level as well as at an entity level. Setting up a system
attribute means that all entities of that type would require the attribute to be set. The following system attributes can be set in the System Rules section of the 12d Synergy Administrator.

  1. Job Attributes
  2. 12d Model Project Attributes
  3. File Attributes – with optional extensions

Note that adding attributes to any of these will always attach them to existing jobs, files or 12d Model Projects. In these cases, attributes must be given a default value or set to optional.

1.4 Attributes with Extensions

Some file attributes and file change attributes allow the use of extensions to constrain them to
particular file types. For example, the system is installed with File Attributes for emails.
These are set up to be limited to the extension MSG.

However, you may wish to apply extensions to files of all but a certain type, in which case the
extension should be preceded by the ! character. EG: !MSG would apply to all files BUT MSG files.


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