Adding a Custom Attribute

What you'll do

Add a user-defined field (custom attribute) to a record type like Task, Company, or Employee.

Before you start

You need access to the Tenet admin Space. Only platform operators can add custom attributes.

Steps

1. Go to the Tenet admin Space.
2. Navigate to Ontology or Administrator settings.
3. Find Attributes or Custom Fields.
4. Click New attribute or Add attribute.
5. Choose the record type you're adding to (Task, Company, Employee, etc.).
6. Fill in the attribute details:
   • Name — internal identifier (e.g., "risk_level")
   • Label — display name (e.g., "Risk Level")
   • Type — choose from: text, email, date, decimal, currency, single-select, multi-select, file, toggle, etc.
   • Description (optional) — help text explaining the field
7. Configure the field:
   • Validation rules — any constraints (required, min/max length, etc.)
   • Default value (optional) — pre-fill new records
   • Visibility — where the field appears (create form, edit form, agent-only)
8. Click Create or Save.

What happens next

The attribute is instantly available:

• The field appears in create/edit forms (unless you marked it agent-only)
• It appears as a column in data tables
• It can be exported to CSV/Excel
• Agents can read and write it
• It appears in dashboards and filters

To use the attribute:

1. Open a record of the type you added it to (e.g., a Task).
2. The new field appears in the form.
3. Fill it in and save.

You can edit or delete attributes anytime. Soft-delete means history is preserved.

Related

• Custom Attributes — feature overview
• Data Tables — where attributes appear as columns
• Agents — read and write attributes
• Creating a Custom Table — define a custom record type