Setting up key attribute profiling lists

You should set up key attribute lists before adding the fields to the categories you have set up.

  1. Click <My Profile> | Administration | Advanced Customization | Key Attributes | Key Attribute Lists.
  2. Enter the list name in New List Name. The name can be a generic description of the list rather than map exactly to the field name, since you can reuse the key attribute list if it applies to a number of fields. For example, questionnaire answers such as Poor, Average, Good, Very Good, Excellent, are reused a number of times, linked to separate fields. A generic description for this reusable list could be Rating.
  3. Click Add List. The Maintain Lookup Selections page is displayed. For more information, see Fields.
  4. Add Codes and Translations for the selections.
  5. Click Save. The Key Attribute Lists page is displayed.
    Not Currently In Use
    indicates the list has not yet been linked to a category in Key Attribute Categories. When a list is linked to a category, this area is headed: Key Attribute Used In, and a list of all branches in the tree where the list is used is displayed.
  6. Follow the same procedure to add more lists.
  7. To edit existing selections, click Change.