Advanced Attribute Form

The Advanced Attribute Form provides access to additional settings and configuration options for an Attribute.

To open the form, click the More (three dots) menu on the right-hand side of the Attribute and select Advanced Attribute Form.

The Advanced Attribute Form includes all of the standard Attribute settings, along with several advanced options.

Field	Description
Attribute Type	Change the Attribute Type that this Attribute belongs to.
Short Code	Edit the Attribute's short code.
Attribute Name	Edit the name of the Attribute.
Attribute Notes	Add internal notes to provide additional information about the Attribute.
Show on Contact Dashboard	Displays the Attribute as a Key Attribute on the contact dashboard.
Is Active	Makes the Attribute available for use.
Is Visible	Displays the Attribute on contact records.
Is Unique	Restricts a contact to one open instance of this Attribute at a time.
Is Foundation	Automatically assigns this Attribute to every new contact created.
Show Assigned User	Displays the Assigned User field when the Attribute is assigned to a contact.
Sub Type	Assigns specialised behaviour to the Attribute for certain Vega features. Most Attributes should remain set to None.

Most Attributes should use the None Sub Type. The remaining options are only required for specific Vega functionality.

Sub Type	Purpose
None	The default option for standard Attributes.
Call Management	Used with Telefundraising Attributes to permanently remove a contact from the current calling list.
Call Back	Used with Telefundraising Attributes to remove a contact from the current calling list until the callback date.
Active	Used with Mail Status Reasons and Entity Status Attributes when the status is marked as Active.
Inactive	Used with Mail Status Reasons and Entity Status Attributes when the status is marked as Inactive.
Multiple	Used with Contact Category Attributes to display the Group contact form.
Single	Used with Contact Category Attributes to display the Individual contact form.

The Advanced Attribute Form also provides access to additional configuration options:

Action	Description
Add Insight Mapping	Maps the Attribute to an Insight Category for use with Vega journey's, enabling the Attribute to contribute to supporter journey and insight reporting.
Add Attribute Rule	Creates an automated workflow that is triggered by this Attribute.
Add Attribute Trigger	Configures additional actions that occur when this Attribute is assigned or updated.
Add Linked Attribute	Automatically assigns another Attribute when this Attribute is applied.
Add Linked User	Associates a user with this Attribute for workflow and contact management purposes.

Refer to the related articles for detailed instructions on configuring these advanced features.

Once you have finished making your changes, click Save to apply them.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”