Parent Attributes
- [Object Values] Populating the object with data
- [Object Attributes] Adding custom attributes or properties to objects
- [Object Structures] Grouping and structuring object values in hierarchies
- [Planning Pairs] Defining relationships between objects
Attributes are additional properties that can be attached to the object values. Parent attributes are a special kind of attributes for creating parent-child hierarchies. In a parent-child structure each child object value is assigned with an attribute describing what object value within the same object is the parent. This implies that the hierarchy can have an unlimited number of levels and have different depth in different parts of the structure.
Access Parent Attributes by selecting Client administration > Object Structures > Parent-Child Setup > Parent attributes.
On the left side of the window, a list of all objects within the client displays.
On the right side, you create and attach one or many parent attributes to the object.
To create a new parent attribute, select the Create new parent attribute link at the top left of the window. Enter the information defined in the table below and select Save.
Below is a list of available fields when creating a parent attribute:
Field | Description | Example | Note |
|---|---|---|---|
Attribute ID | The ID of the attribute. | ORGPC | Keep short, no spaces. |
Description | The description of the attribute. | Cost center structure | |
Template type | Always 'Parent' for this kind of attribute. | Parent |
To attach the parent attribute to an object, select the object in the object list (left side) and click the drop-down in the Attribute ID column in the attribute list (right side). Due to the fact that you can add unlimited number of attributes to an object, you can have more than one parent-child structure for an object.
Below is a list of available fields when attaching an attribute to an object:
Field | Description | Example | Note |
|---|---|---|---|
Attribute ID | Select the parent attribute you want to attach to the object. | ORGPC | |
Active | Defines if the attribute is currently active. | You cannot delete an attribute with values attached to any object values. Instead, inactivate the attribute. | |
Mandatory | Defines if the attribute is mandatory when creating an object value. |
Additional Information
Usage
To get parent-child structures to work appropriately, both selection panes and forms (and report templates) must be configured to support these kind of structures. For more information, see Pane Designer and Template Designer.