Add and edit people template attributes

Each attribute that you define for the template shows up as an additional field. If the attribute is of contact or licensed professional type, the additional field shows up when you add or edit a contact or licensed professional of the same type as your template. If the attribute is of Public User type, the additional field displays on the Account Registration page and Contact Information section on the Account Management page.

If you add a drop-down list attribute to a template, you must set up the values that you want to include in the list. Users can then choose from the values when adding or updating contacts or professionals on your system.

To add an attribute to a people template

  1. From the Administration menu, select People > People template.

  2. Search for the template to which you want to add attributes.

  3. Select the arrow () next to the template name.

  4. Select Add attribute.

  5. Complete the necessary fields:

    Field Action
    Attribute name Enter the name of the attribute.
    Label Enter the label for the attribute that you want to display when a user adds or edits contact information.
    Description Enter a description of the attribute that helps to identify its purpose.
    Default value

    Enter a default value, enter it here.

    If you are setting up a drop-down list, you can add values to the drop-down list so that a user has multiple values from which to choose.
    Unit

    Select a unit (such as, square feet, dollars, or miles) that applies to the first field value

    Select from standard choices.
    Data type

    Select the type of the attribute. The options are: Date, Number, Radio, Text, or DropdownList.

    If you are populating field information by EMSE, you must choose the DropdownList data type for the attribute.
    Display order

    Enter a number to determine the position of the first field in your Application specific information group.

    For example, if you want the field to display before any other fields, enter “1.”
    Required flag Select Yes if you want the record attribute to be mandatory for the people template; otherwise, select No.
    Citizen Access display configuration

    Select the option on how to display the attribute in Citizen Access.

    For more information, refer to the “Record Inquiry” chapter in the Citizen Access Administrator Guide.

    Display in Citizen Access lists

    Select Yes to display the attribute as a column header in the People list in Citizen Access; otherwise, select No.

    Civic Platform displays attributes with this option set to Yes in Citizen Access as one of the available options of column headers of the People lists.

    Administrators can set the option to be visible in the People lists. For complete information on how to set an attribute to be a column header, see the “Working with Web Pages” chapter in the Citizen Access Administrator Guide.

    Status Select Enabled to allow user to see this field in Civic Platform; otherwise, select Disabled.

  6. Select Submit.

After you create a template, you might need to change it. You can update any attributes within the template by changing the label, data type, and any other features about the attribute.

You cannot change the attribute name or delete the attribute after you save it. You can add a new attribute with a new name or disable attributes that you no longer use.

To edit an attribute

  1. From the Administration menu, select People > People template.

  2. Search for the template with attributes you want to edit.

  3. Select the arrow () next to the template name.

  4. Select the name of the attribute you want to edit.

  5. Update the fields as necessary:

    Field Action
    Attribute name Enter the name of the attribute.
    Label Enter the label for the attribute that you want to display when a user adds or edits contact information.
    Description Enter a description of the attribute that helps to identify its purpose.
    Default value

    Enter a default value.

    If you are setting up a drop-down list, you can add values to the drop-down list so that a user has multiple values from which to choose.
    Unit

    Select a unit (such as, square feet, dollars, or miles) that applies to the first field value

    Select from standard choices.
    Data type

    Select the type of the attribute. The options are: Date, Number, Radio, Text, or DropdownList.

    If you are populating field information by EMSE, you must choose the DropdownList data type for the attribute.
    Display order

    Enter a number to determine the position of the first field in your Application specific information group.

    For example, if you want the field to display before any other fields, enter “1.”
    Required flag Select Yes if you want the record attribute to be mandatory for the people template; otherwise, select No.
    Citizen Access display configuration

    Select the option on how to display the attribute in Citizen Access.

    For more information, refer to the “Record Inquiry” chapter in the Citizen Access Administrator Guide.

    Display in Citizen Access lists

    Select Yes to display the attribute as a column header in the People list in Citizen Access; otherwise, select No.

    Civic Platform displays attributes with this option set to Yes in Citizen Access as one of the available options of column headers of the People lists.

    Administrators can set the option to be visible in the People lists. For complete information on how to set an attribute to be a column header, see the “Working with Web Pages” chapter in the Citizen Access Administrator Guide.

    Status Select Enabled to allow user to see this field in Civic Platform; otherwise, select Disabled.

  6. Select Submit.

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