Purpose

The Attributes module allows users to create and edit custom fields for various modules throughout TRUE. It enables tracking of virtually any information that is not already being tracked, using either text-editable fields or customized drop-down lists. Additionally, attributes can be used to filter specific records that contain the custom attribute information. Default attributes are located in the “Gear” icon on the top right corner of TRUE.

Attribute Settings

Creating an Attribute

1. Select the desired module to add a custom field option
2. In the Custom Fields section, choose the plus icon
3. Add the desired attribute name in the "Name" field
4. For drop-down lists:
   • Write options in the "Drop Down Options" box
   • Press enter after each option
   • To specify order, number the options (otherwise, they'll be alphabetized)

Editing an Attribute

1. Choose the desired module
2. Select the chosen attribute
3. Edit the desired text in the details section

Deleting an Attribute

1. Choose the desired module
2. Select the trash can icon for the chosen attribute Note: This action is irreversible and will delete all related data for all records.

Using Attributes

Adding Attributes to a Record

1. In the desired module, find a record to add an attribute
2. Select the plus icon in the Attributes section (e.g., on the Overview tab of a job record)
3. Choose from the available list of attributes

Editing Attribute Values

1. Click in the field below the attribute name
2. For drop-down lists:
   • Select from available options
   • You can also type additional information even after selecting an option
3. For text fields:
   • Enter the desired text

Common Workflow Questions

1. How do I create a new custom field for a specific module?
2. Can I change the order of options in a drop-down list attribute?
3. What happens to existing data if I delete an attribute?
4. How can I add the same attribute to multiple modules?
5. Is it possible to convert a text attribute to a drop-down list or vice versa?