How to set up variants or attributes

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Table of Contents

Overview

This is a feature that enables you to capture unique attributes about an item that differentiates it from other similar items. For example, sizes, color, etc.

Once set up, when filling out the data capture forms, you will be presented with new fields for you to enter the relevant attributes.

Setting up variants or attributes

From the Data Capture page, go to Options > Add Attributes

On the new page, fill out the form by entering a descriptive title. This title will be used to identify the set of attributes and their associated options.

Thereafter, enter the attributes, and its associated options, if applicable.

If the Options column blank is left blank, the attribute field will be presented as a text field. Conversely, if it’s filled in, with comma-separated-values, each attribute will be presented as a dropdown field as shown below.

Example of Attribute Fields

Once you’ve defined your attributes, go back to the Data Capture page then choose “Attributes” as the Answer Type.

Managing Attributes

From the main tables go to Options > Manage Attributes.

On the new page, there are options to either add, edit, view or rename attributes.

Adding categories

You can create new categories with each category having its own set of variants.

Click on the New Category button.

On the new page, fill out the form by entering a descriptive title, and setting up the variants and applicable options.

Renaming attributes

To rename the attributes for data that has already been captured, go to Options > Rename Attributes.

On the new page, find the attribute’s name, then click on the “pencil” icon.

Enter the new attribute name after that.

Editing attribute settings

To edit an attribute’s settings, go to Actions > Edit.

On the new page, enter your desired settings.

Viewing data in categories

To view the variants in a category, go to Actions > View Items.