Modify a document attribute
- From the WebTrader manager menu, select Manage WebTrader partners to open the WebTrader partners page.
- Click Manage document attributes template.
- From the list of attributes, click the name of an attribute to display the Change an attribute field page for that attribute.
- Modify one or more of the following fields:
- Make this a required attribute – Select this option if the attribute is to be included on all exchanges for this type of Document. You must enter a value for processing on every Document record if you select this check box. If a Document record does not contain a particular mandatory value, an Incomplete icon displays on the Manage document attributes template page.
- Make available for searching – Select this check box so the search pages include an attribute name and value filter that you can use to search for a particular object with a particular Attribute or a particular Attribute value.
- Make available for message processing – you can configure a service, for example, to run only if a specific attribute/value is detected.
- 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. There is a limit of 255 characters per item in the list.
- Select Save.
Change the display order
After you create a Document attribute, you can view and modify the settings for the attribute using the following procedure:
- From the WebTrader manager menu, select Manage WebTrader partners to open the WebTrader partners page.
- From the task list at the bottom of the page, click Manage document attributes template.
- On the Manage document attributes template page, select either the up or down arrow of any attribute to change its position in the list.
Delete a document attribute
After you create a document attribute, you can delete it using the following procedure:
- From the WebTrader manager menu, selectManage WebTrader partnersto open the WebTrader partners page.
- From the task list at the bottom of the page, click Manage document attributes template.
- On the Manage document attributes templatepage, select Delete on the row for the attribute you want to delete. The following message is displayed: Are you sure you want to delete this attribute?
- Select OK to delete the attribute or Cancel if you don't want to delete the attribute.