1. Finance Active
  2. Fairways Debt
  3. Debt Portfolio Management
  4. Custom Attributes
  5. Configuration

Create a Custom Attribute

  • Public

Updated .

Fairways Debt offers you to add as many fields as required, in addition to the standard fields.

Custom attributes display as a:

  • Field in the applied item profile
  • Item of the Sort by field in the portfolio
  • Criterion of the portfolio filter
  • Column of the report
  • Analysis axis (for List of Values custom attributes only)

Custom attributes are a very powerful feature that enables you to search, classify and analyze transactions using your own specific criteria.

Note: Only account administrators can manage custom attributes.

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account.
  2. Select a customer account.
  3. Navigate to Applications Applications.png > Account Administration.

 

Create a Custom Attribute
  1. Navigate to Account > Account Configuration.
  2. Click Add Custom Attribute.

AccountAdministration_Account_AccountConfiguration_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field Description
Code

Attribute code.

Notes:

  • Once created, the code cannot be edited.
  • The code displays instead of the name in the Excel sheet for mass modification.
Name Attribute name.
To

Item type in the platform to which the custom attribute applies.

Notes:

  • Once created, this field cannot be edited.
  • Additional fields display depending on the selection.
Show on Creation Form

Note: This field displays if "Transaction" is selected as the applied item.

If this option is selected, the custom attribute is displayed and can then be entered on the transaction creation form.

If this option is deselected, the custom attribute is not displayed on the transaction creation form.
Associate Transaction Types

Note: This field displays if "Transaction" is selected as the applied item.

Transaction type(s) in the platform to which the custom attribute applies.
Type

Select an attribute field type, defining the selection nature.
Required

If this option is selected, the custom attribute is set as required. Depending on the previously selected type, enter an appropriate default value.
  1. Click Apply to create the attribute.

CustomAttribute_Create_EN.png

The new custom attribute displays in the list.

CustomAttribute_Created_EN.png

If the Custom Attributes Auto Visible setting is enabled for the account, the new custom attribute automatically displays, for example, in the applied item profile, e.g. transactions. If the Custom Attributes Auto Visible setting is disabled for the account, you are required to manually enable the custom attribute for each organization.

CustomProperty_Field_EN.png

 

Custom Attribute Types
Field Description
Date

Date field. Enter a default date if the custom attribute is set as required.
Floating Decimal number allowed. Enter a default value if the custom attribute is set as required.
Integer Integer number only. Enter a default value if the custom attribute is set as required.
List of Values

Values in a drop-down list. Select the value that displays as selected by default among the possible values, if the custom attribute is set as required.

Note: Once created, the existing values cannot be deleted.
Text

Text string only. Enter a default value if the custom attribute is set as required.

Note: The text value can contain 100 characters at most.

 

List of Values
Field Description
Code

Label display order in the list.

Notes:

  • Once created, the value cannot be edited.
  • The value displays instead of the label in the Excel sheet for mass modification.
Label Value name, displays as selection.
Default

Select the value that displays as selected by default, if the custom attribute is set as required.

 

 

What's Next?

 

Related Documentation
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