Custom Attributes
When capturing records, transactions or tickets, you may need to record information that QuickEasy BOS does not include automatically. You can do this by using attributes. Pre-created attribute sets for specific modules are listed under System (e.g. the Assets module has pre-created attribute sets for vehicles, equipment, financial details and depreciation).
You can also create your own attributes, for example, for a supplier’s BEE rating. These attributes are named Custom Attributes.
Lookup lists may be created for certain attributes, so you can select an option instead of entering it. Lookup lists are automatically alphabetised. You can create lookup lists from the attributes interface, for example, Main Menu > Setup > Attributes or Menu button > Edit Attributes.
Custom attributes can be added to:
- Assets
- Contacts (including staff, customers and suppliers)
- Items
- Service Types
- Transactions: A general Transaction Type setting lets you select the applicable attributes for each transaction.
Buttons Explained
| Button | Description |
|---|---|
| Recent | A dropdown list of recently viewed records, for quick access. The button does not appear if there are no recent items. |
| Add/Edit | Adds or edits entries. |
| Save | Saves any changes. |
| Actions | Update Attributes on Modules: Applies changes made to lookup lists and attribute items to the modules. |
| Menu | Layout |
Filters Explained
| Filter | Description |
|---|---|
| Module | Select from a dropdown list of modules. The options are:
|
| System (checkbox) | If checked, only system entries appear. System entries cannot be edited. |
| Auto Height (checkbox) | If checked, row heights are automatically adjusted to fit all the entries of lookup lists. If a row does not adjust, click Save (button). |
Attribute Sets: Fields Explained
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number allocated to the entry. |
| Code | Enter a brief description or code. |
| Description | Enter a description. |
| Multiple (Add Multiple) | A checkbox. If checked, the attribute set can be added more than once (e.g. if a supplier has more than one bank account). If unchecked, the set can be added only once to the same contact, item, asset, transaction or Service Manager job. Adding it a second time shows the message “The selected Attribute Set has already been added.” and the set is not added again. |
| Copy to Asset (Allow Copy to Asset) | A checkbox. If checked, a transaction item’s Create an Asset copies the attribute set (of the item or of the transaction) to the new asset (see How to Create an Asset From a Transaction). If unchecked, the set is not copied, and its module is not changed. ⚠️ After the upgrade to Ver 2.6.0: No attribute set has the box checked. Check the sets that must be copied to the asset. |
| Module | The module selected for the custom attribute. |
| Type | The type of attribute set. |
| Created | The date on which the attribute set was created. |
| Updated | The date on which the attribute set was last updated. |
| Updated By | The user who last updated the attribute set. |
Attribute Items: Fields Explained
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number allocated to the entry. |
| Order ID | The sequence number allocated to the item within the attribute set. |
| Key | The name for the index field. If it is left blank, the ID is used in the format a_number. |
| Caption | The caption that appears. |
| Editor | The editing options for the field. The options are:
|
| Lookups | If a Combobox option is selected under Editor, you can create a lookup list. Enter one list item per line. |
| Default Value | Enter a default value for the attribute. |
| Read Only | A checkbox. If checked, the attribute cannot be edited where it is used: the Attributes window (Transactions, Projects, Items, Contacts and Assets), the item and asset edit views, the contact details, the estimate attributes and the transaction header. The Default Value is still filled in when the attribute set is added to a record. When you copy an attribute set, the copy keeps the Read Only setting of each attribute item. |
| Created | The date on which the attribute item was created. |
| Updated | The date on which the attribute item was last updated. |
| Updated By | The user who last updated the attribute item. |
| SQL | Checkbox. The box is checked automatically when SQL is created. |
 | A context menu with these options:
|