For the managed package runtime, attributes act like tags that provide more information about the entity in the profile. Typically, Profile Attributes are used with Vlocity Intelligence and can use attribute assignment rules. Product attributes are used with Policy Product Management.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
The type of attribute is defined at the category level. You must have an existing Attribute Category to add the new attributes to. See Create New Profile Attribute Categories (Managed Package).
To add an attribute to a category:
- On the Vlocity Attribute Categories tab, display all attributes.
- Click the category to which you want to add the attribute.
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To create the attribute, go to the platform-appropriate page or dialog box, as
follows:
If you're using
Do this
Salesforce Lightning Experience
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Click Related.
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Click Attributes.
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Click New.
Salesforce Classic (Aloha)
In the Attributes related list, click New Vlocity Attribute.
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- In the Attributes section, click +Add New Attribute.
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Enter the following information:
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In the Name field, enter a name for the attribute.
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In the Code field, enter a unique code for the attribute. Omnistudio Data Mappers use the code instead of the name.
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Select Filterable to enable filtering on this attribute in the housing listing.
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Select Configurable to enable the user to configure the attribute.
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Select Cloneable to enable the user to clone the attribute.
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Select Active to activate the attribute.
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Select Private to make the attribute visible only to the attribute's owner.
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- After the new attribute is created, you can add assignment rules by clicking +Add New Assignment Rules.