25Live allows you to add and edit custom attributes in the Master Definitions section of the System Settings area. Custom attributes allow you an unlimited ability to track additional data elements about events, locations, resources, organizations, and contacts.
How To Access Master Definitions
Security Note
To access Master Definitions System Settings views, your 25Live user must have security permissions set in Series25 Group Administration for each of the types that you wish to access, including:
- Events: Admin: 6.0 Manage Event Master Lists
- Event Requirement Notification Policy: Admin: 7.0 Set Event Notification Policy
- Event Types: Admin: 5.2 Manage Event Type Hierarchy
- Locations: Admin: 10.2 Manage Location Master Lists
- Resources: Admin: 11.2 Manage Resource Master Lists
- Organizations: Admin: 13.4 Manage Organization Master Lists
- Organization Ratings: Admin: 13.6 Edit Organization Ratings
- Organization Partition Preferences: Admin: 13.8 Edit Organization Location Preferences
- Contacts: Admin: 12.1 Create and View all active and inactive Contact Master Lists
If you would like any of the described settings changed for your user, contact your 25Live administrator.
1. Go to the System Settings View
Image: The More menu in the top navigation bar has a link to the System Settings view.
After logging into 25Live Pro as a user with appropriate permissions, open the More menu in the top navigation bar.
Image: The System Settings link is in the More menu.
2. Tap or Click the Master Definitions Link
Use the menu link to go to the System Settings view, then view the Master Definitions section.
Image: Use the System Settings > Master Definitions link to access the section.
See Working With Master Definitions for details on general navigation within the Master Definitions section and actions available to all types.
System-Supplied Master Definition Items
In addition to the Master Definition items you create, 25Live includes a number of system-supplied event master definition items marked “[SYSTEM]” and grayed out. These items can’t be edited or deleted, but can be deactivated.
See Using System-Supplied Event Master Definition Items.
For Locations, the following are included:
- Location Categories - Ways you want to group locations for reporting and searching purposes
- Location Features - Physical attributes of locations
- Location Layouts - Physical arrangements locations may have
- Location Partitions -Mutually exclusive location groupings used in Schedule25 Optimizer processing
Note: In addition to the location custom attributes you create, 25Live includes a number of system-supplied location custom attributes. These items can’t be edited or deleted, but can be deactivated.
How To Add Custom Attributes
1. Open a Specific Custom Attributes View
Image: The Custom Attributes Master Definitions section is organized in submenus by object type.
The Custom Attributes view within the Master Definitions section has submenus organized by object type:
- Event
- Create custom attributes that allow users to provide additional needed event information
- Give a visual hint, such as a dollar sign or a question mark, in the attribute label to indicate the type of data required; for example, Entrance Fee ($) or High Risk Activity?
- Select the appropriate data type (see below)
- Location
- Create custom attributes that allow users to provide additional needed location information
- Give a visual hint, such as a dollar sign or a question mark, in the attribute label to indicate the type of data required; for example, Room Deposit ($)
- Select the appropriate data type (see below)
- Resource
- Create custom attributes that allow users to provide additional needed resource information
- If you want to associate images with resources, see Inline Editing Resource Details
- Give a visual hint, such as a dollar sign or a question mark, in the attribute label to indicate the type of data required; for example, "Deposit for Use ($)"
- Select the appropriate data type (see below)
- Organization
- Create custom attributes that allow users to provide additional needed organization information
- Give a visual hint to indicate the type of data required; for example, Web Site (URL)
- Select the appropriate data type (see below)
- Contact
- Create custom attributes that allow users to provide additional needed contact information
- Give a visual hint, such as a dollar sign or question mark, in the attribute label to indicate the type of data required; for example, "First Aid/CPR Certified? "
- Select the appropriate data type (see below)
2. Select a Type
Image: First use the Type dropdown selection to choose among the many available custom attribute types.
Before using the button to create a new custom attribute, you must select a Type using the dropdown menu.
Attribute Type | Input Type |
|---|---|
Boolean | Yes/No condition |
Contact | A valid 25Live contact name |
Date | Date only |
Date Time | Date and time |
Floating Point | A number which may have a decimal |
Image | Path name to an image file |
Integer | A whole number |
Location | A valid 25Live location name |
Long Text | Long text or other alphanumeric characters |
Organization | A valid 25Live organization name |
Resource | A valid 25Live resource name |
Text | Text and/or other alphanumeric characters (maximum 80 characters) |
Time | Time only |
URL | A URL |
3. Use the Create New Button
To add a new custom attribute, use the Create New button to add a new custom attribute. Your new attribute will appear at the top of the list.
4. Rename the New Custom Attribute
The new attribute will appear with a default name that includes its ID number. Use the edit icon (
) to rename the new custom attribute.
Editing Custom Attributes
Editing Actions for all Attribute Types
Every type of custom attribute allows you to edit the list or item with the following actions:
- Manually reorder items
- Note: If you previously depended on the application to automatically sort required custom attributes to the top of the section, you must now manually set the order.
- The Id number for each item is listed
- Edit the Name of the item
- Check or uncheck the Active status
- The Abridged checkbox controls if the item is only visible on an abridged list for users with limited permissions
- The Type column shows you if the attribute is a string, date, image, file reference, etc.
- View the Usage of the item in events, searches, etc.
- Use the Report column to run the "Master Definition Usage - Excel" report to export usage information
- Delete the item (if it is not being used)
- Note: If you delete or force delete a custom attribute without first checking if it's being used in other features (such as event form rules or event save email scenarios), you may cause errors, blank spaces in forms, etc. Please check carefully before deleting.
- Force Delete the item (even if it's being used) and remove all references (available only to Administrators in the (-1) security group)
Use Caution With Force Delete
The option to "force delete" a master definition item should be taken with care. Be advised that some searches may no longer function as expected until you edit them to remove references.
Tip: Manually Sorting Item Display Order
Image: Drag the row to manually set the display order.
The default display order for master definition items is to show them in alphabetical order. You can set the order that items will display by clicking on the row and dragging up or down. Use the Save Sort button to save the order.
Discrete Options for Event Custom Attributes
Text type event custom attributes have a special ability to add Discrete Options.
1. Open the Event Submenu Under Custom Attributes
Image: Use the Event submenu to open the section.
Go to the Custom Attributes > Event section.
2. Use the Show Button to Reveal Options
Any custom attribute that is of the type to allow discrete options will have a Show button next to it. Use the button to reveal the option actions.
3. Name and Arrange Options
Animation: You can rearrange defined options using the Move Up and Move Down buttons.
Type a name for each option. Use the Add button again to add more. You can change the order of the options using the Move Up and Move Down buttons.
4. Save Your Changes
Use the Save button to save and return to the Events Custom Attributes list.
Reminder: Custom Attributes Need to Be Mapped
To show custom attributes when users are creating events, they must be associated with either:
- An Event Type in System Settings
- Logic within Event Form Rules