About attributes

In Visma.net ERP, you can define attributes for flexible, meaningful classification of leads, opportunities, customers, and stock items in your company.
An attribute is a property (such as age or industry) that enables you to specify additional information for objects in the system.
Attributes are defined in the context of a class, which is a grouping of the business accounts (including leads, opportunities, customers, and cases), projects, and stock and non-stock items by one or more of their properties.

For each class, you can define a list of attributes to gather class-specific information about members of the class.
For example: Attributes may carry the information about product brand, manufacturer, lead age, gender, or industry.
You can use attributes in the following Visma.net ERP workspaces:

  • Inventory
    In the Inventory workspace, attributes store additional properties of stock and non-stock items.
  • Projects
    In the Projects workspace, you use attributes to define additional elements to gather and store information about projects, tasks, and account groups.

A class contains a set of attributes that must be available in any instance of the class.
For example: Any lead of a given class must contain all the attributes defined for the lead class.

For each attribute in a given class, you can specify whether the attribute is required.
When creating an instance of the class, you must define the values for all the required attributes.

You specify the attributes for a class by selecting the attributes from the attributes available in the system.
If you need an attribute that is not available in the system, you can use the Attributes (CS205000) window to create the attribute, as well as any other attributes you may need.
Then you will be able to select the new attribute in any class.

For each attribute created by using the Attributes (CS205000) window, you can specify its type:

  • Text: A field into which the user can type text
  • Combo: A field users can use to type or select options
  • Multi select combo: A field where users can select multiple options
  • Check box: A check box users can select or clear
  • Date time: An element for selecting date and time

For a Text attribute, you can specify an input validation rule based on an input mask or a regular expression.
Input validation ensures that the entered data is valid and usable.
For details, see: About input validation options.

For a Combo and Multi select combo attribute, you can create a list of possible values, so that the user can select (respectively) one value or multiple values from the drop-down list.
You can also specify the order of the values listed.

Concept Information

Common settings - overview