The purpose of this article is to unpack how to maintain sections and attributes available in the DotActiv software. This feature allows you to add custom fields to your database.
Applicable Products: DotActiv Pro and DotActiv Enterprise
To get started, navigate to ‘File’, ‘Setup’ and click on ‘Maintenance’ which is found under ‘Sections/ Attributes’, as seen below.
Once you’ve selected ‘Maintenance’, you’ll be presented with the ‘Attribute/ Section Maintenance’ window.
Select the ‘Dimension’ that would like to work with. You have the option to choose between the market, product, fact and period dimensions.
Once selected, you can choose if you’d like to add a new section or edit an existing section. If you select ‘New or ‘Edit’, you’ll be prompted with a window that asks you to enter a name for the new or edited section.
If you’d like to delete a section, simply select it from the drop-down menu and click on ‘Delete’.
Next, you can move on to the ‘Attributes’. Here you can click on ‘New’ to add a new attribute or select an attribute from the drop-down menu and click on ‘Edit’ if you’d like to change an existing attribute.
If you click on ‘Edit’, the following window will appear.
If you click on ‘New’, the following will appear.
If you select any of the four dimensions and click on ‘Formula’ and then ‘Algorithm’, you can edit the ‘Product’ formula in new or existing fields. You will find this on the left-hand side of the Edit Algorithm window.
However, if you have selected either the ‘Product’ or ‘Market’ dimensions, you will also find a ‘Text Cleaning’ section on the right-hand side of the Edit Algorithm window. For example, you can change a text field such as the ‘Product Description’ to Uppercase.
If the steps listed above do not work for you, please log a ticket for our support team who is always willing to assist.