📌 Applies to:
TrustLayer users managing party information and tracking key data points.
📌 Issue/Question:
How do I add party attributes in TrustLayer to track important information and use them for filtering?
1. Quick Answer
✔️ You can add party attributes by navigating to Workspace Settings > Attributes, creating a new attribute with a specified type, and assigning it to parties for tracking and filtering.
2. Step-by-Step Instructions
1️⃣ Step 1: Access Party Attributes Settings
Go to Workspace Settings and select "Attributes" to open the party attributes configuration page.
2️⃣ Step 2: Create a New Attribute
Click the "New Attribute" button. Enter the attribute name (e.g., Location).
3️⃣ Step 3: Choose Attribute Type
Select the attribute type: Text, Drop-Down, or Number.
Use a drop-down type if you want to standardize entries and prevent typos.
4️⃣ Step 4: Define Drop-Down Options (if applicable)
For drop-down attributes, enter the predefined options (e.g., Oklahoma, Texas, Arkansas) that users can select from.
5️⃣ Step 5: Set Attribute Requirements
Choose whether the attribute is required during party creation and if it should be shown on the party creation screen.
6️⃣ Step 6: Save the Attribute
Click "Save" to add the attribute to your workspace.
7️⃣ Step 7: Assign Attributes to Parties
To add an attribute to an existing party, go to Parties, select the party, open the "Attributes" tab, click "Edit," select the attribute value, and save.
When creating a new party, required attributes will appear on the creation form to be filled in.
8️⃣ Step 8: Filter Parties by Attributes
Use the filter option under Parties to search by attribute values (e.g., filter all parties located in Oklahoma).
3. Troubleshooting & FAQs
💡 Common Issue 1:
Cannot find attribute when creating a new party.
→ Solution: Verify the attribute is set to "Show on party creation" and saved correctly.
💡 Common Issue 2:
Typos or inconsistent entries for attributes.
→ Solution: Use a drop-down attribute type with predefined options to ensure consistency.
💡 Common Issue 3:
Unable to filter parties by an attribute.
→ Solution: Confirm the attribute has been assigned to parties and use the Parties filter to select the correct attribute and value.
4. Additional Resources
📚 Related Articles:
How to Add a Party in TrustLayer
Managing Party Contacts and Details
Using Filters and Search in TrustLayer
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.