How can I manage custom attributes?

In Billomat you can create and manage user-defined attributes and save yourself a lot of work.

What are custom attributes?

The management of customers, articles and employees can be expanded to include your own fields. This is done with so-called user - defined attributes. For each attribute you can specify whether it is queried with a text field (single or multi-line) or a checkbox. In addition, a standard value can be defined with which the attribute is pre-assigned when creating a new one.

How do I create attributes?

You can adjust and manage the attributes in just a few clicks in the settings:

Settings > Configuration > Custom Attributes

The attributes are listed separately for customers, articles and employees. In the list view, the order can be changed with the arrow symbols at the beginning of each line. If you want to edit an attribute, all you have to do is click on it. At the end of the line is the name of the placeholder, which can be used in various texts as well as in the stationery template.

The default value is used as a default when a new data record is created. If desired, it can also be used for data records for which no value has been specified. In this case, the checkbox under the standard value must be activated.

How are attributes selected?

Self-created attributes are displayed in a separate tab when managing customers, articles or employees. There, the information is requested as a single-line or multi-line text field or as a checkbox, depending on the definition of the attribute. The text fields have a suggestion function. Values ​​that have been entered for this attribute in other data records are displayed below the text field during entry and can be selected by clicking.

What role do placeholders play in this?

The contents of the user-defined attributes can be used with placeholders in texts or in the Word template for your own stationery.

The placeholder name is always in the format [XXXX.propertyYYYY].

XXXX corresponds to the name of the object (Client, Article, User) and YYYY is a number. The exact name of an attribute can be found out here:

Settings > Configuration > Custom Attributes

For example, the employee administration can be supplemented with a text field for the telephone extension. Let's assume the placeholder name here is [User.property1234]. Then, for example, e-mail texts could be written with the following wording:

"If you have any questions, you can reach [User.first_name] [User.last_name] at the extension [User.property1234]."

Here are two examples of how custom attributes can be used: