Attribute Groups are templates that auto-fill a set of attribute values for content records and are not linked to the records. Attribute groups are managed in Content > Settings, which requires Administrator permission.

Add an Attribute Group


1.   From the main menu, choose Content then Settings.



2.   Choose Attribute Groups and click Add New Attribute Group.



3.   Select the values that should be auto-fill when using the attribute group.



Tips

  • Always choose an SME, even if it's only a placeholder. This will ensure you can use all the Content and Compliance tools to manage your content.

  • Use thoughtful consideration when entering expiration dates, knowing that it will be necessary to update these when those expiration dates pass.

  • If the record is a question-and-answer pair, check the Q & A checkbox so that the insert feature will work properly and only insert the response.

  • Use a Group Name that will be easy to understand.
4.   Enter a meaningful Group Name for the set of values, and then click Save.




Edit an Attribute Group


1.   From the main menu, choose Content then Settings.



2.   Choose Attribute Groups.



3.   Click the Edit button next to the Attribute Group to change.



4.   Make appropriate changes and click Save. Note: this will not update any existing records. There is no link between attribute groups and records.



Delete an Attribute Group


1.   From the main menu, choose Content then Settings.



2.   Choose Attribute Groups.



3.   Click the Delete button next to the Attribute Group to remove.



4.   Click OK to proceed.