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How to Create a Custom Attribute

Learn how to create your own fields to record information specific to your operations.

Parcel Tracker has standard fields for recording essential information, such as parcel identifiers, recipient names and locations. Depending on your workflow, you may need to capture information that these fields don’t cover, such as special handling instructions for parcels, additional information needed for certain recipients, or internal details about your sites. Custom attributes let you create your own fields for parcels, recipients, users and sites, choose what type of information they record, whether they are required, and who can access or view them.


Creating a Custom Attribute

  1. On the web platform, go to Settings and select Attributes under Configurator.

  2. Select the tab for what you want to add the attribute to: Parcel, Recipient, User or Site.

  3. Click Add Attribute, then select Create Custom. To start from a ready-made attribute based on industry standards instead, select Template.

  4. Under Attribute Setup, enter the attribute name and select its type, such as text, single select or number, then click Next Step.

  5. Under General, add a hint to explain what staff should enter. If the field is required, turn on the toggle so staff must provide a value before completing the relevant workflow, then click Next Step.

  6. What comes next depends on the type you chose. A select type shows Option List, where you add the options staff can choose from and give each one a color. Other types ask for their own settings, for example a style for text or a currency for cost. Fill in what applies to your type, then click Next Step.

  7. Under Default Value, turn on the toggle if you want a default, which is useful when one option applies most of the time. Select the option that should be selected by default, then click Next Step.

  8. Under Advanced, turn on Filterable and Searchable so staff can filter and search by this attribute. Turn on Editable to allow the value to be changed later, which is useful if it changes over time, then click Next Step.

  9. Under Visibility, select the sites that can see this attribute, and choose which users can see it and whether it is visible to recipients. Then click Create.

An attribute’s type can’t be changed after it is created, so choose the type carefully.


Using Your Custom Attribute on the Web Platform

Once your attribute is created, you can see where it appears. The steps below use a parcel attribute as the example.

  1. Go to Parcels and click Add Parcel. The new attribute now appears on the form, with its default value already selected if you set one. Fill in the rest of the parcel details and click Add Parcel.

  2. After you add the parcel, hover over it in the parcel list and click Open.

  3. Scroll to the bottom of the parcel and expand Hidden Attributes to see the attribute. If Editable is on, you can change the value here.

A custom attribute appears in the details of the type it was created for. An attribute created for a recipient, user or site appears in the details of that type instead of a parcel’s. You can also customize where an attribute is displayed, and in what order, in Attribute Views.


Using Your Custom Attribute on the Mobile App

Your attribute also appears when you log a parcel in the mobile app.

  1. On the In screen of the mobile app, tap Check In and log a new parcel.

  2. Open the parcel’s additional details, where the attribute appears and you can select a value for it.


See It in Action: Creating a Custom Attribute

Watch this short video to see how to create, use and edit a custom attribute.


Want to learn more?

Once your attribute is created, these related guides show how to manage it and where it appears:


Need more help?

If you have any questions or run into issues creating custom attributes, please reach out to our support team here for assistance!

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