Overview of Custom Attributes
Custom attributes are configurable fields attached to a product. They can be text inputs, dropdowns, checkboxes, or numeric fields. When a product with attributes is placed on a drawing, the user is prompted to fill in those attribute values, which then appear on the proposal and in reports.
There are 2 types of custom attributes
Predefined - The attribute value is already defined and is collected automatically without any user interaction. An example of this type might be static info like a model number for a piece of equipment.
The attribute value needs to be collected on-site. In this case, users can answer one to many pre-created questions to gather the information. Examples are endless here, but some could be; wattage for light fixtures, size for many things, configurations, etc.
These attributes can be exported to an Excel spreadsheet and used the post-site visits to present a more comprehensive view of the client site.
Define the Attributes to Collect
Tap on Add Attribute at bottom of the dialog
Choose the answer to be one that is Predefined or that will be Collected in the field
If Predefined, enter the value
Choose the attribute type (text, dropdown, number, etc.) and enter the attribute label.
For dropdown attributes, add the available answer options.
Mark the attribute as required if it must be filled in before the product can be added.
Note - You can use the Photo-Image option to take, markup, and associate a photo with a specific instance of a product.
Using Custom Attributes in the App
Once a product has been added to the canvas:
Ensure it is the actively selected object
Tap on the More icon > Attribute option in the bottom of the screen
Fill in Attributes answers
Tap the Save and Close button
Using Attributes in Proposal Templates
Attributes set to be collected on-site are filled in on the drawing when the product is placed during a job, following the steps above. Those values are then available to pull into your proposal template.
The Inspection block in the Proposal Template editor reads attribute values into the report by matching on the attribute's name. You don't need to type the full attribute name; the block matches on any attribute name that contains the keyword you enter. For example, typing - Comment picks up every attribute whose name includes that text, so one block row can pull data from several differently-named attributes at once.