Attributes - NEW 🚀

Attributes are custom metadata that can be added to flows to better categorize them. All the details are available on the Dataflow attributes page.

The Administrator is in charge of configuring the attributes that the user will select when modeling a flow - in the Dataflow Modeler section - or when the instance of a flow needs to be filled in with extra information - in the Inquiry section.

To configure attributes, go to Setup → Attributes, click the NEW button and fill in the fields of the New Attribute dialog window.

Dataflow model attributes

Dataflow model attributes can be assigned when modeling a flow. To create a new Dataflow model attribute, fill in these fields:

• Status: set the toggle switch to on (the attribute is active) or off (the attribute is created but will not be listed among the attributes available).
• Name: assign a name to the attribute. E.g., Document Type.
• Description (optional): you can enter a description for the attribute you are creating.
• Category: select Dataflow model.
• Type: select if the dictionary must be:
  • Closed: the user can choose only from the list of values you are setting.
  • Open: the user can choose among the values you are setting and can also add new values.
• Multiple options: check this box if multiple attributes can be assigned to the flow when modeling it. Uncheck the box if only one attribute must be assigned.
• Mandatory: check this box if you want the user to enter/select at least one attribute and uncheck it if the user must be able to leave the model without attributes.
• Values: enter the values of the attribute and click the ADD button. You can add as many values as needed, by clicking the button every time you need to add a new field. E.g., DOCX, PDF, TXT. Note that you can delete a value only before pressing the SAVE button. Once you press the SAVE button, you can only hide the value setting the switch button to OFF.

If you need to edit the Attribute or any of its values, click the 3-dots icon and select the Edit option. The panel will appear allowing you to edit the selected attribute.

Once you have configured Dataflow model attributes and their values, users will find them in Design → Dataflow Models → Dataflow Modeler → DATAFLOW PROPERTIES panel → icon, where they can be used to categorize flows when modeling them.

See Modeling Dataflows for details.

These attributes are spread on instances and cannot be deleted.

Dataflow instance attributes

Dataflow instance attributes can be assigned when the instance of a flow needs to be filled in with extra information. To create a new Dataflow instance attribute, fill in these fields:

• Status: set the toggle switch to on (the attribute is active) or off (the attribute is created but will not be listed among the attributes available).
• Name: assign a name to the attribute.
• Description (optional): you can enter a description for the attribute you are creating.
• Category: select Dataflow instance.
• Multiple options: check this box if multiple attributes can be assigned to the instance. Uncheck the box if only one attribute must be assigned.
• Values: enter the values of the attribute and click the ADD button. You can add as many values as needed, by clicking the button every time you need to add a new field. Note that you can delete a value only before pressing the SAVE button. Once you press the SAVE button, you can only hide the value setting the switch button to OFF.

Note that instance attributes are always Closed and the user must choose only from the list of values you are setting.

If you need to edit the attribute or any of its values, click the 3 dots icon and select the Edit option. The panel will appear allowing you to edit the selected attribute.

Once you have configured Dataflow instance attributes and their values, users will find them when opening the instance of a flow going to Monitoring → Dataflow inquiry → 3 dots icon → New Instance attribute.

These attributes can be used to add information to the instance.

To delete them, simply click the x on the right of the chip.