Adding Attributes and Values

You can also create attribute values in the project casebook. Refer to Adding Attribute Values in the Casebook.

  1. In Navigation View, click the Classifications button.

  2. Click the Attributes folder.

  3. Click the New button on the Main toolbar:

    |

  1. Click theAttribute in this Folder option.

The New Attribute dialog box is displayed.

  1. Enter a name in the Name field. For example, gender.

  2. If required, enter a description of the attribute in the Description field.

  3. Select the attribute type    from the Type drop-down list.

    Option

    Description

     

    String

    An attribute with text values such as Gender: male/female or a number range18-24

    Number

    An attribute with numerical values such as Age: 18

    Date

    An attribute with a date value such as Birth Date: 10/09/65

  4. Click the Values tab to define the values for the attribute.

  5. In the Values tab, click the Add button.

  6. Enter the value name in the Value cell. For example, male or female.

  7. If required enter a description of the value.

  8. Click the Default checkbox to specify that new cases will be allocated this attribute value as a default.

  9. Click the Add button to define further values. While working in the Values tab you can also:

Remove Attribute Values  

  1. Click in the left column of the required value. An arrow is displayed and the value is selected.

  2. Click the Remove button.

You cannot remove the system defined values 'Unassigned' and 'Not Applicable' but you can change these labels in Project Properties.

If you remove a value, you will be prompted to select a replacement value. Any cases that were assigned the deleted attribute value will now be assigned the replacement value.

Order Attribute Values  

The order of values is significant if you want to find or query cases where a specific attribute is greater or less than a selected value. For example, you may want to find all organizations (cases) whose size is greater than small.

To do this, you would need to order the size attribute values as:

If this list is sorted alphabetically, your find results would yield unexpected results—small would be considered greater than large.

To change the order of values:

    1. Click in the left column of the required value. An arrow is displayed and the value is selected.

    2. Click the Move Up or Move Down button to move the value up or down the list.

    3. Click the Sort button to arrange the display in ascending order: A to Z, zero to 9 or earliest to latest date.  This is the default order for values but you can change it using the Move Up or Down buttons.

If you import attributes from a text file, the string values are not sorted in a specific order.

  1. Click OK.

Right-click:

  1. Right-click in List View.

  2. Click the New Attribute option.

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