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Setting up item attributes

Create item attribute fields such as dropdowns, apply them to specific items, edit them on quotes, and show them on PDF document templates.

​Item Attributes are similar to custom fields but can be applied to individual items. For example, if a material has a certain grade, you can set up an attribute dropdown to list those grades and apply this to one or more items, and the dropdown only appears for those items. Item custom fields should be used when the field makes sense for all items.​
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Create an attribute field

1. To set up the Attribute, click here.

Zigaflow dashboard with the gear (settings) icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Custom Fields"

Settings menu list with Custom Fields highlighted between Business Types and Customer Portals

3. Click "Item Attribute Fields"

Custom fields settings with the Item Attribute Fields tab highlighted in the list between Items and Stock

4. Click "New Attribute Field"

Custom Fields settings showing the Item Attributes page with the New Attribute Field button highlighted above an empty table

5. Click the type field

Item Attributes in Custom Fields with the Type dropdown, set to Text, highlighted in the new attribute field row

6. In this example, we are going to create a Dropdown

Item Attributes screen with the Type dropdown open on a new attribute row and the Dropdown option highlighted

7. Give the attribute a name - this will be used in the PDF document variable

Custom Fields Item Attributes screen with Dropdown type selected and "Color" entered in the highlighted Name field

8. The label is displayed on the screens

Item Attributes screen with the Label Name on Screen field highlighted, showing "Color" entered for a dropdown attribute

9. Enter the dropdown values and click on the tick

Item attribute row with an empty dropdown options box (different lines as different options) and the tick button highlighted

Add the attribute to an item

10. To add it to an item, click "Go To"

Custom Fields settings page showing Item Attributes, with the Go To menu highlighted in the top navigation bar

11. Click "Items"

Go To menu open over the Custom Fields settings page, with the Items option highlighted at the top of the list

12. Edit an item

Items list with sales and purchase account codes, quantities and prices, with the edit pencil icon highlighted on one row

13. Click "Add/Remove Attributes"

Item edit form with the Add/Remove Attributes button highlighted in the Attributes section, above the Currency field

14. Click "Add"

Add/Remove Attributes dialog with no current attributes, highlighting the Add button beside the Color item attribute

15. Click "×"

Add/Remove Attributes dialog with a current attribute and Remove button, close × button highlighted at top right

16. You can select the default value here or leave it blank

Item form Attributes section with the Color dropdown open, showing Blue, Green, Orange and Red options to pick a default

Edit the attribute on a document

17. Open a quotation or other document and add that item in. It is displayed as below

Quote line items table with the Color attribute tag highlighted under the 300L Integrated Block item description

18. Click the attribute to edit

Quote section item list with the Color attribute dropdown highlighted below the 300L Integrated Block description

19. Select the desired option

Item Information table with the Color dropdown open under the item description, highlighting the Green option

20. Tick to save the change

Line items table in edit mode with Item Unit Costs and Item Pricing columns, the tick button highlighted to save the row

Add the attribute to a template

21. To add it to the document template, click here

Settings gear icon highlighted in the top toolbar of a document page, next to the notifications bell and profile menu

22. Click "Document Templates"

Settings menu list with Document Templates highlighted and selected, between Customer Portals and Domains

23. Edit a document template

Document templates list with Body and Docx tags, highlighting the Default With Photos template to open for editing

24. Click "Search Variables"

Document template designer with the Search Variables button highlighted in the blue toolbar beside Step 1: Preview

25. Type "Attribute" in the search to list the variables. Note that the attribute name is put between "{ItemAttribute" and the display type (i.e. Value, Label).

Document Template tags list searched for "Attri", showing Line Items variables like {ItemAttribute*NAME*Value} and Label

26. Click "Close Tags List"

Tags list of item attribute variables with the Close Tags List button highlighted at top right, next to Back

27. Add the variables to the document

Document template table cell with {ItemDescription}, {ItemAttributeColorLabel:} and {ItemAttributeColorValue} variables

28. Click "Step 1: Preview"

Template designer toolbar with the "Step 1: Preview" button highlighted, between Search Variables and Revert

29. Note how it appears only for the item with that attribute and not for the other. Click "Save"

Template preview with "Color: Green" highlighted under only the first line item, and the Step 2: Save button highlighted
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