What your team needs to record can change over time. Instead of starting over, you can update an existing custom attribute, such as its name, hint or who can see it, and you can delete one you no longer need. This guide covers both.
Editing a Custom Attribute
On the web platform, go to
Settingsand selectAttributesunderConfigurator.
Select the tab the attribute belongs to:
Parcel,Recipient,UserorSite.
Find the attribute you want to edit, click the three-dot menu at the end of its row, and select
Settings.
Update what you want to change, such as the attribute name, the hint, and whether the field is required. For a select type, you can also add, edit or remove its options.
To change how the attribute can be used or who can see it, click
Show Advanced. There you can adjustFilterable,SearchableandEditable, choose which sites can access the attribute, which users can see it, and whether it is visible to recipients. When you are done, clickSaveto apply all of your changes.
An attribute’s type is fixed once it is created, so it can’t be changed later. For example, a single select attribute can’t be changed to the text or number type. If you need a different type, create a new attribute.
Deleting a Custom Attribute
On the web platform, go to
Settingsand selectAttributesunderConfigurator, then select the tab the attribute belongs to.
Find the attribute you want to delete, click the three-dot menu at the end of its row, and select
Delete. A confirmation message appears.
The message confirms that the attribute and any stored values will be deleted. To go ahead, click
Delete Attribute.
An attribute can only be deleted while it isn’t being used. For example, once it has been assigned to a parcel, it can no longer be deleted.
Want to learn more?
These related guides show how to create attributes and where they appear:
Need more help?
If you have any questions or run into issues editing or deleting custom attributes, please reach out to our support team here for assistance!