Default attributes are a special class of attribute for an asset. These attributes define a collection of predefined values a tag attribute may take. On an asset, for example, there may be a finite, set, collection of values for Fluid Codes, or Line Sizes. The set of allowed values will differ between asset and between customers.

Default attributes may be managed either via the context menu for an asset, or if a project has been selected, from the homepage.

Creating a new default attribute

New default attributes may be created on the normal attributes page, or from the default attributes page using the “Create” menu option at the top of the page.

The attribute will be given the Default tag type and should have a unique name. 

If tag types, source of records or milestones have already been set up, then attributes can be added to them upon creation. Simply use the various dropdowns on the form to configure the new attribute. Note: when added to tag types or source of records, they will not be set as required attributes, or considered part of the Tag ID format – this should be done when managing the tag types and source of records.

Archiving a default attribute

To archive an attribute, click on the “Archive” menu option, and confirm the option to archive.

Upload default attributes

If you wish to add large numbers of default attributes, and their values in bulk, an upload facility is available. First click on the “Upload” menu option at the top of the page. This will open a form which will include a link to download a template to complete. 

The upload can be used to upload multiple attributes and multiple Code-Value pairs. When uploaded, if there are any already existing attributes in the file, then any new Code-Value pairs will be added. 

Once the template is completed and the file submitted to upload, you’ll receive a notification when the upload is finished (you can go ahead and do other work in the software while the file is being uploaded).

Manage default attribute values

Once a default attribute has been created, you can add a collection of default values. Click on the “Manage values” menu option for the attribute.

This will take you to the Default attribute values page for the attribute.

Create new default attribute value

Here you can create new values using the “Create” menu option.

This opens the “Create new asset attribute value” form, which requires a unique code for each default attribute.  

Archiving an attribute value

Attribute values can be archived by clicking on the “Archive” menu option for an existing value. This will open a form which will ask you to confirm the action.