Managing Custom Attribute

Overview

This document provides instructions on how to set up and manage Custom Attributes in QueryPie.

Creating Custom Attributes

1. Click the + Create Attribute button located in the top-right corner of the attribute list table.

   

2. Enter the required information in the fields listed below, then click the OK button to create the Custom Attribute.

   

   • Display Name (Required): he name of the attribute as it will be displayed. This name must be unique.

     • Example: Team Leaer

     • If the Display Name is duplicated, an error message indicating the duplication will be displayed in a modal.

       

   • Variable Name (Required): The variable name for the attribute, used internally. This name must be unique.

     • Example: teamLeader

     • If the Variable Name is duplicated, an error message indicating the duplication will be displayed in a modal.

       

   • Datatype (Required): Select the data type for the attribute's value.

     • string: A plain text (string) value. (e.g., “Marketing Team”)

     • number: A numeric value. (e.g., 100)

     • string array: A list containing multiple text values. (e.g., [“variable1”, “variable2”])

     • identifier: A unique identifier that references another entity in the system (typically a LoginID).

   • Description (Optional): A description for the attribute.

3. Default settings upon creation:

   • Source Priority: inherit from profile source (default)

   • Status: Visible (default)

Editing Custom Attributes

1. Editable Fields:

   • Display Name

   • Description

   • Source Priority

   • Status

2. Fields That Cannot Be Edited:

   • Variable Name

   • Data Type

3. Edit Method:

   • Display Name, Description: Click the Custom Attribute in the Profile Editor table to open its details modal, where you can make changes.

   • Source Priority, Status: These can be edited inline directly within the row of the Custom Attribute in the Profile Editor table.

4. Restrictions:

   • Custom Attributes linked with an Identity Provider (IdP) cannot be modified.

   • If a Custom Attribute is currently used in a Workflow Approval Rule under User Attribute-Based Approval, its Display Name and Description cannot be modified.

Deleting Custom Attributes

1. Delete process:

   

   • Select the checkbox next to the Custom Attribute(s) you wish to delete.

   • Click the Delete button that appears at the top of the table.

   • Confirm the deletion in the confirmation modal window.

2. Undeletable attributes:

   • Default attributes built into the QueryPie system (e.g., Username, Primary email).

   • Custom Attributes linked with an Identity Provider (IdP).

   • Custom Attributes currently used in a Workflow Approval Rule under User Attribute-Based Approval.

   • The checkboxes for these undeletable attributes will be disabled, and you will not be able to select them for deletion.