Add a partner attribute

  1. In the user interface, from the Partners menu select Manage partners.
  2. From the list of partners, click the name of a partner to display the Summary page for that partner.
  3. In the graphic map at the top of the page, click the Properties icon to open the Properties page.
  4. From the task list at the bottom of the page, click Manage partner and community attributes template. This attribute works for both partners and communities and you can edit it in either location.
  5. Click Add new attribute field.
  6. Complete the following fields:
    • Name — Enter a name for this attribute to identify it in the user interface.
    • Make this a required attribute — Select this option if the attribute is to be included on all exchanges with this partner.
    • Make available for searching — Select this option if the attribute is to be a valid search criteria for partner.
    • Make available for message processing – Select this option if the attribute is available as a criteria for conditional message processing.
    • This attribute is a list of values — Select this option if you want to attach a selectable value or list of values to this attribute. If you select this option, you must also complete the following two fields:
      • Selection style — Select whether to display a single selectable value or a list of selectable values.
      • Possible values — Enter the value or values that are available to select. Put each separate value on a new line. A counter displays the number of characters you have used out of the possible 4000 available characters for this field.
  7. Click Add.

Related topics

Related Links