Project Intake Custom Attributes section

Hello,

I am trying to create a project intake process for our campus. 

I wanted to create custom attribute sections, as I have seen other campuses do in their videos.  Ideally, I'd like to have a custom section called Project Details. 



I have the service and request form set up and working. I created the Project Attribute Section, created attributes and assigned them to the correct section, and assigned this all to my project type. 

I have checked to make sure that Custom Attribute is marked as visible to Request, Review and Project. 

But for some reason, these sections never appear on the request. Am I missing something? 

 

Thank you!

 

Asked by Martha Smiley on Mon 5/16/22 1:36 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Mon 5/16/22 3:07 PM

So when you are on the General section of the request, those attributes never show up as options to fill in?

Were they included on the request form that you generated this request from?

No feedback
If I add the attribute to my request form, they appear.

I do not see them anywhere if I try to use the custom attribute sections.

But maybe I don't understand how these custom sections are supposed to work. Based on the information I was able to find in the knowledge base, I thought if I created the customer attributes sections, created attributes for those sections, and marked Custom Attributes as visible to request/review/project, they would create a section under the general form like the optional project sections settings, goals, systems affected, related processes, etc. - Martha Smiley Mon 5/16/22 3:25 PM
If you have configured custom attributes, associated them with attribute sections, and associated the attributes with project Type(s), and made sure the project request in question is using that project Type, they should show up on the project request's General section. The attribute may or may not also need to be configured to be Client Visible too, in TDAdmin. - Mark Sayers Fri 7/8/22 3:43 PM