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Creating a custom attributes definition based on a list of values

This type of custom attribute definition allows users to select a value for the category among a list of predefined entries. Let's take the example of a variety of datasets consolidating the results of polls and surveys taken by employees from different departments of your company. Each of these dataset contains information about a specific department or business domain, such as R&D, marketing, sales, etc. You want to make this information on the business domain available as metadata for the datasets. In order to do that, you will create a new category of custom attribute, based on a list of values, so that users can freely add the business domain the datasets are focused on. This method will ensure a consistent and harmonized formatting of the metadata for all datasets.

Procedure

  1. From the left panel of the homepage, open the Custom attributes view.
  2. Click the Add custom attribute button.
  3. In the Name field, enter Business domain
  4. Optionally add a Description in the corresponding field.
  5. From the Type drop-down list, select List of values.
  6. To Start adding values to the list of authorized entries, click the plus icon next to the Values field.
  7. In the New entry field, enter Finance and click the check icon to validate.
  8. Repeat this operation to add the following values and complete the list of business domains relevant to your company:
    • HR
    • IT
    • Legal
    • Marketing
    • Sales
  9. Leave the Mandatory toggle unselected.
    Making a new attribute mandatory means that its value cannot be left empty for a given dataset and you must enter a Default value in the dedicated field. This can be useful if you were to set up an attribute with a more sensitive status, such as a Security classification for example.
  10. Optionally add a Default value in the corresponding field.
  11. Click Validate.

Results

The new Business domain attribute based on a predefined list of values has been created, and can be found in the Overview of your datasets.
New custom attribute from the dataset overview.

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