Custom Attributes
What it is
A Custom Attribute is a user-defined field added to a record type without code. An operator might add "Risk Level" to a Task, "Funding Round" to a Company, or "Department" to an Employee.
When to use it
Use custom attributes to extend built-in records with domain-specific information your organization needs to track. For example:
- Add "Risk Level" and "Reviewer" fields to Tasks
- Add "Funding Stage" and "Burn Rate" fields to Companies
- Add "Start Date" and "Manager" fields to Employees
Where to find it
Custom attributes are managed in the Tenet admin space. Navigate to Ontology or Administrator settings and look for Attributes.
How it works
Creating an attribute:
- In Tenet, go to Attributes (or equivalent in your admin space).
- Click New attribute.
- Choose the record type (Task, Company, Employee, etc.).
- Enter a field name and label.
- Choose a field type: text, email, date, single-select, multi-select, decimal, currency, file, etc.
- Set validation rules if needed.
- Choose whether it appears on create/edit forms or is agent-only.
- Click Create.
Using the attribute:
- The attribute appears as a column in data tables.
- It appears as a field in forms when you create or edit records.
- Agents can read and write the attribute through their tools.
- It can be exported to CSV/Excel.
- It can be used in dashboard widgets and filters.
Agent-only attributes:
If you make an attribute agent-only (hidden from human forms), it's still available to Agents. This is useful for AI-computed fields or fields you don't want human editors to change.
Related
- Custom Attributes — how they work
- Data Tables — where attributes appear as columns
- Agents — read and write attributes
- Adding a Custom Attribute — step-by-step guide