📕 Setup - Attributes

Last updated: June 19, 2026

Overview

Attributes let you subcategorize Machines or Products. Use them to distinguish machines that share a type but differ in configuration — like a machine that can be aligned vertically or horizontally, or CNC machines with different axis counts. For Products, attributes can capture multiple properties such as length, width, or density.

Prerequisites & Preparation

Attributes can be found in the System Setup Menu for anyone with System Manager permissions.

Step-by-Step Configuration

  1. Select Setup on the left-hand menu
  2. 'Under System Setup, select Attributes. 
  3. Select Add New at the top right.
  4. Enter a Code.
  5. Enter a Description.
  6. Select the Type using the dropdown--Machine or Product.
  7. Use the Active checkbox to make active or inactive.
  8. Select Save.

Under System Setup, select Attributes.

On the Attributes page, select Add New.
On the Attribute Detail: Add page, enter a Code, enter a Description, select a Type from the dropdown, and make active or inactive using the Active checkbox.

FAQs

  • After Attributes are configured, you can assign them to Machines and Products.
  • Attributes can be assigned to Machines through the Machine Import.
  • You'll find Attributes as a filter on several of our Reports.
  • There is a Read/Create/Update API for Attributes.  You can find more information in the Record Areas of our API Documentation.
  • Attributes can be filtered by active/inactive status using the Filter button at the top right of the Attributes page.
  • Attributes can be exported using the Export button at the top right of the Attributes page.

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