Create a new User Defined Attribute

  1. On the Screener main menu, click Configurations.
    The Configuration page is displayed.
  2. Click the User Defined Attributes tab.
  3. Click the Add user defined attribute icon.
    The Add user defined attribute page is displayed.
  4. Enter the name of the attribute in the Name field.
  5. From the table displayed below the UDA name, select these check-boxes for Lists, Screener Groups, and List Entries:
    • Applies To: Select this check-box to make any UDA applicable for any list, Screener group, or list entry.
    • Always Show: On selecting this check-box, the UDA would be available while creating or editing list, Screener group, or list entry.
    • Value Required: If you select this check-box, you would be required to provide a UDA value while creating or modifying a list, list entry, and screener group.
  6. Use the Value options field to add values for a UDA and click Add.
    The added valid value is displayed below the Value options field; the selected option will be considered as a default value. If no value is specified, you can enter any value during creation of list, list entry, and screener group.
  7. Use the Comments text box to add relevant comments. These comments will be visible to all users who can view the UDA on the Configuration menu.
  8. Click Save to save your UDA or click Submit for Approval to send it for approval.
    The UDA is saved and added to the list of user defined attributes showing the Status as Unapproved. If the reviewer takes an action and the review is in process, the Action changes to Pending@level name for action.
  9. To deactivate a UDA, toggle Enabled in the list of user defined attributes.
    A Deactivate User Defined Attribute pop-up is displayed, you must provide a comment and click OK to deactivate any UDA. On clicking OK, it is sent for approval and the UDA gets deactivated only after the deactivation of the UDA is approved.
    Note: A deactivated UDA can't be added to any List Entry, List, or Screener Group and you can't delete or deactivate a UDA if it is mapped to any of the entities.