| 1. | From Administration, click Attribute categories. The Attribute Categories page appears. Any existing attribute categories appear on this page. |
| 2. | On the Attribute categories tab, click Add. The Add attribute category screen appears. |
| 3. | Enter a unique name to help identify the category. The name appears in the Category field drop-down menu when you add or edit attribute information on a record. If no attribute categories exist for a record type, the Attributes tab does not appear. |
| 4. | In the Record type field, select a record type for the attribute. For example, to use the attribute to track the interests of constituents, select “Constituent.” This attribute appears as an option for constituent records only. |
| 5. | To assign the attribute to a group, select the attribute group code table in the Attribute group field. For example, you can create an attribute group called Outside Interests that includes attribute categories of Athletics and Arts. You add and manage attribute groups as code tables in Administration. |
| 6. | In the Data type field, select the type of data for users to provide in the attribute category. For example, to allow users to enter text to describe constituent interests, select “Text.” For a detailed explanation of the available data types, see Data Types. |
| • | If you select “Code table,” users select attribute values from a defined list. In the Code table field, select the code table for users to select from. To create a code table, see Create Code Tables. |
| • | If you select “Constituent record,” users can search for and select constituents as the attribute values. In the Search list field, select a search screen for users to find constituents. For example, to allow users to select individual constituents only, select “Individual Search.” Once you add the attribute category, you can change which search list is used. |
| 7. | To limit the category to one per record, select Allow only one per record. |
| 8. | To make the category available as a list column, select Make available in lists. After the program executes a nightly business process which adds the categories and attribute values to lists, the category appears as an option when you click Columns from list pages. |
Note: For Friends Asking Friends lists and reports that refresh data from the Data Warehouse, the program also executes a business process to refresh the data after the process to add the categories is complete.
Tip: We recommend you only select categories you need for lists. If you include a large number, the categories will slow list performance.
| 9. | Click Save. You return to the Attribute Categories page. |