Create New Profile Attribute Categories

The type of attribute is defined at the Attribute Category level. Attributes Categories must created before you can add attributes to the category. Typically, Profile Attributes are used with Vlocity Intelligence and can be automatically assigned.

1. On the Vlocity Attributes Designer tab, click New.
2. In the Name field, enter the attribute category name.

   For example, Number of Bedrooms.

3. In the Display Sequence field, enter a number to indicate the sequence in which the category is displayed on the record detail page or Housing Listing.
4. In the Code field, enter a unique code for the category. The code is not visible in the user interface.
5. Select the UI Control Type for the attributes in the new category.

   Each attribute category has a specific user interface control type for its attributes:

   • Select On-Off to add or remove attributes from categories.

     

   • Select 3-State to set attributes to positive, neutral, or negative.

     

   • Select 1-5 Scale to set attributes to a number from 1 to 5.

     

   • Select Text Comment to add text to attributes.

     

   • Select Multi-Select for housing filters.

6. From the Applicable Types list, select the objects for which the new category is valid.

   For example, you might want a Personal Interests category on Contacts, but not Accounts. If the category is valid for all objects, select Any.

   When creating housing filters, select Any.

7. From the Applicable Subtype picklist, select one of the following:

   • For Profile record attributes, select Profile Attribute.To enable private profile attributes, check User Attributes Created Private.

   • For Product record attributes, select Product Attribute. Use product attributes with Product Policy ManagementPolicy Product Management Definitions.

   • For attributes for housing filters, select Inventory Item.

8. Update the Color Code, which determines the category tag color. Enter the color code as a Hex value.
9. Click Save.