How to: Attributes

There are two type of attributes:

General Attributes (previously known as tags) will help you to drive and assign work to your teams by segmenting form sections, projects and/or announcements based on your location’s unique attributes (I.E. drive-thru, patio, kiosk, etc.).

To Explore what attributes are assigned to a location, you can head over to Locations, and select the location you'd like to see the attributes for:

In the upper right corner you will see the "Explore Attributes" button:

This will show you a list of all the attributes assigned to this location:

Tip: You can use our data grid element below to select how many rows are shown on your screen at once (25, 50 or 100 rows)

• Here is an article on how you can add, edit, or remove general attributes to/from the locations you want. How to: Create, add or remove general attributes(Admin)

Note: Existing tags will remain, they will just be called General Attributes. 

Geographic Attributes, such as State or Province, Country, Region, or Company Name where the locations are located and how you want to categorize a specific region while assigning specific form sections, projects, and/or announcements. (I.E. Northwest, Vancouver, Midwest, North East)

• Here is an article on how you can add Regions to your existing locations. How To: Edit A Location in Zenput (Admin) (Video). 
• If you would like to do this in bulk, please see this article. How to: Prepare Imports for bulk edits/additions to Hierarchy.
• You can also make use of attributes in reporting please see this article for more: Advanced Project Completion Report

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Using Attributes with Forms:

This will allow you to be able to have one form for multiple different locations based on which section, question,

Note: you can ONLY add up 5 attributes of any kind. 

1. When working on a form, from the edit question view, you will be able to select the visibility option for the specific question, section, on the right-hand side. 
2. From here, you can then assign up to 5 general and geographic attributes in total that should display the form.

Using Attributes with Projects:

Note: you can ONLY add up 5 attributes of any kind. 

1. Create your project
2. Choose the option Assign to Locations by Attributes
3. You can then select up to 5 Attributes to segment your project

Using Attributes with Announcements:

Note: you can ONLY add up 5 attributes of any kind. 

1. From the Create Announcement page, you can select the role you want to assign the announcement to.
2. Select up to 5 Attributes to segment your announcements
3. Attributes will then be assigned accordingly depending on the role.