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Create an Attribute Shortcut

Save a frequently used attribute and its data model path as a shortcut so that you and other segment builders can reuse it without navigating the full attribute library each time.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
Permission Sets Needed
To create attribute shortcuts:

Any one of these permission sets:

  • Data Cloud Architect

Before you create an attribute shortcut, make sure that you've set up your data model and that you understand the path from the segment-on object to the target attribute.

You create attribute shortcuts from within the segment builder while working with the attribute library. When you find an attribute you want to reuse across segments, you save it as a shortcut with a descriptive name. The shortcut captures the segment-on object, the path through related DMOs, and the target attribute. Other segment builders can then use the shortcut without extensive knowledge of the underlying data model configuration.

  1. In Data 360, click Segments.
  2. Open an existing segment and click Edit Rules, or create a new segment and go to the segment builder canvas.
  3. In the attribute library panel, search for the attribute you want to save as a shortcut. You can use either the direct attributes or related attributes section.
    Note
    Note For direct attributes that appear in more than one data model object, the left pane shows the path as you select the attribute. Confirm you're pulling from the intended object before saving it as a shortcut. How you navigate the attribute library determines the path for related attributes.
  4. Select the attribute to add it to the segment canvas.
  5. Click save shortcut icon to save as a shortcut.
    The Save Attribute Shortcut window opens, showing the object path for the attribute.
  6. Enter a name for the shortcut.
    Choose a concise name that clearly describes the attribute's meaning and its relationship to the segment-on object. For example, use "Product Drill Up" rather than "unified_email_product_path."
  7. (Optional) Enter a description that explains what the shortcut represents.
  8. Save the shortcut.
    Data 360 saves your attribute shortcut and displays it in the Shortcuts tab of the attribute library panel.
  9. Click Done to confirm the filter on the segment canvas.

Edit an Attribute Shortcut

Update the name or description of an existing attribute shortcut from the Shortcuts tab in Data 360. Editing a shortcut changes its display information without changing the underlying attribute path or target field.

  1. In Data 360, select Shortcuts.
  2. Find the shortcut you want to update in the list.
  3. In that row, click the dropdown arrow, and then select Edit.
  4. In the Edit Attribute Shortcut dialog, update the Attribute Shortcut Name.
  5. Update the Description to explain how the shortcut is used.
  6. Review the Segment-On object in the Summary panel to confirm you're editing the correct shortcut.
  7. Click Save.

Delete an Attribute Shortcut

Permanently remove an attribute shortcut from the shortcut library in Data 360. Deleting a shortcut removes it from the library and doesn't affect the underlying attribute or segment-on object.

  1. In Data 360, select Shortcuts.
  2. Find the shortcut you want to remove in the list.
  3. In that row, click the dropdown arrow, and then select Delete.
  4. In the Delete shortcut dialog, review the shortcut name in the confirmation message.
  5. Click Delete to permanently remove the shortcut.