To configure this feature:

1. Ensure Configuring Accounts is complete.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions:
   

   Object	Object Permission	Object Type	Fields	Field Permission
   dynamic_attribute__v	CRED	dynamic_attribute__v	active__v dynamic_attribute_configuration__v dynamic_attribute_description__v dynamic_attribute_help_text__v dynamic_attribute_label__v dynamic_attribute_name__v dynamic_attribute_record_type__v dynamic_attribute_value_checkbox__v dynamic_attribute_value_date_time__v dynamic_attribute_value_date__v dynamic_attribute_value_number__v dynamic_attribute_value_text__v dynamic_attribute_value_text_area__v mobile_id__v	Edit
   dynamic_attribute_configuration__v	CRED	as needed*	applies_to__v available_values__v description__v detail_group__v external_id__v help_text__v attribute_label__v attribute_name__v product__v read_only__v section_name__v sharing_group__v display_order__v status__v track_changes__v	Edit

   *For example, if a company wants business admins to create dynamic attributes that are free-text fields, grant access to the text__v and text_area__v object types.

6. Grant access to the Dynamic Attribute Configurations tab.

7. Configure the following Dynamic Attribute Configuration layout assignments for each enabled object type:

   Object Type	Layout
   text__v	dynamic_attribute_configuration_layout__v
   text_area__v	dynamic_attribute_configuration_layout__v
   checkbox__v	checkbox__v
   picklist__v	picklist__v
   multi_select_picklist__v	picklist__v
   date__v	dynamic_attribute_configuration_layout__v
   datetime__v	dynamic_attribute_configuration_layout__v
   number__v	dynamic_attribute_configuration_layout__v

8. Add the dynamic_attributes_section__v app section to the account detail layout.

To configure this feature:

1. Ensure Configuring Accounts is complete.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions: 
   

   Object	Object Permission	Object Type	Fields	Field Permission
   dynamic_attribute__v	CRED	dynamic_attribute__v	active__v dynamic_attribute_configuration__v dynamic_attribute_description__v dynamic_attribute_help_text__v dynamic_attribute_label__v dynamic_attribute_name__v dynamic_attribute_record_type__v dynamic_attribute_value_checkbox__v dynamic_attribute_value_date_time__v dynamic_attribute_value_date__v dynamic_attribute_value_number__v dynamic_attribute_value_text__v dynamic_attribute_value_text_area__v mobile_id__v	edit
   dynamic_attribute_configuration__v	R	n/a	applies_to__v available_values__v description__v detail_group__v external_id__v help_text__v attribute_label__v attribute_name__v product__v read_only__v section_name__v sharing_group__v display_order__v status__v track_changes__v	read

6. Grant View access to the Dynamic Attributes object control permission on the account__v object.

7. Add the dynamic_attributes_section__v app section to the account detail layout.
8. Activate VMOCs and select the Enable Enhanced Sync check box for the following objects for iPad:
   • dynamic_attribute__v
   • dynamic_attribute_configuration__v

   See Enhanced Sync for more information.

Business admins are responsible for creating and managing dynamic attributes. All data an end user enters is stored in the dynamic_attribute__v object.

Dynamic attributes do not display on the Account Preview screen.

Creating Dynamic Attributes

To create a dynamic attribute:

1. Navigate to the dynamic_attribute_configuration__v tab.
2. Select New.
3. Select the type of attribute you want to create from the Object Type picklist. The following types are supported:

• Text
• Text Area
• Check box
• Date
• Datetime
• Number - only whole numbers are supported
• Picklist
• Multi-select picklist

  If multiple values are selected from a multi-select picklist, each value is stored in a different dynamic_attribute__v record in the dynamic_attribute_value_text__v field.

  Each picklist value can contain up to 255 characters, not including line breaks or returns.

4. Define the details for your attribute using the following fields in the dynamic_attribute_configuration__v object.

   Required Dynamic Attribute Configuration Fields	Description
   section_name__v	This field defines the section name the attribute displays in. If multiple attributes have the same value in the section_name__v field, the attributes display in the same section. Each section name within a layout must be unique to avoid display irregularities.
   attribute_name__v	This field contains a unique attribute name, similar to the API name of a field. This does not display to end users.
   attribute_label__v	This field controls the label of the attribute that displays to an end user. This value is not unique.
   applies_to__v	This field specifies the account object type name for which the attribute displays. Add these values in a double semicolon separated list. For example, professional__v;;hospital__v;;hospital_department__v.  If no value is added, the attribute is available for all account object types. This field is case sensitive.
   available_values__v	To define picklist values for picklist__v or multi_select_picklist__v field types, enter the desired picklist values in a double-semicolon delimited list. The list order in the field determines the list order to display to the end user. For example, Specialty;;Primary;;Oncology. ‘None’ is always the first value in the picklist and does not need to be added in the available_values__v field.  This field is required for picklist__v and multi_select_picklist__v field types.

   
   
   

   Optional Dynamic Attribute Configuration Fields	Description
   product__v	To only display the dynamic attribute for users with access to a certain product, populate the product__v field with a detail type product. If a Product/Detail Group value is not populated, the attribute is available for all users. The available products depend on the products assigned to the user in My Setup.
   detail_group__v	To only display the dynamic attribute for users with access to a certain detail group, populate the detail_group__v field with a detail group type product. If a Product/Detail Group value is not populated, the attribute is available for all users.
   sharing_group__v	This field determines the value of the sharing group used for the Vault’s sharing rule. This field is optional.
   track_changes__v	To create an audit log for the attribute, select the track_changes__v check box. If this field is selected, a new dynamic attribute record is created each time a user edits the value. This field is optional.
   status__v	This field can be set to Active, Inactive, or Staged. Only dynamic_attribute_configuration__v records in Active status display to end users. This field is optional.
   read_only__v	To make an attribute read-only for end users, select the read_only__v check box. This field is optional.
   description__v	This field stores a description of the attribute. The value does not display to end users. This field is optional.
   help_text__v	To display help text to end users, populate the help_text__v field. This field is optional.
   display_order__v	To display attributes in a certain order within a section, populate the display_order__v field with the desired number. If multiple attributes have the same value in the display_order__v field, they are sorted based on the value of the attribute_label__v field. This field is optional.  Dynamic attributes are sorted using the ASCII values of the display_order__v field values. To display items in the desired order, use sort order values, for example, 100, 200, 300. Using a sort order value of three or four digits allows you to insert new fields into the sort order later.

5. Select Save.

Dynamic attributes display in a dedicated section on the account layout. Other than the dedicated section, dynamic attributes look like any other account field.

Updating a Dynamic Attribute

Aside from modifying the Label or the Track Changes field values, it is a best practice to create a new attribute rather than modifying an existing attribute. This includes creating a new attribute if a change to object type is required.

Modifying an existing dynamic attribute may cause data inconsistencies.

To update a dynamic attribute configuration record:

1. Open the Dynamic Attribute Configuration record.
2. Select Edit.
3. Select Inactive from the Status drop-down field. Dynamic attribute configuration records cannot be edited while in Active status.
4. Select Save.
5. Select Edit and make the necessary modifications.
   
6. Select Save again.
7. Select Edit.
8. Select Active from the Status drop-down field.
   

Considerations for Dynamic Attributes

• The following are not supported with dynamic attributes:
• required fields
• related lists
• validation rules
• translations
• Changes to a user’s edit permissions on a dynamic attribute are applied to end users’ vault when they sync. For example, if an end user has edit permission to an attribute and the business admin changes the permission to read only, the end user can continue to capture changes, which are saved to the database, until they sync down the updated Dynamic Attribute Configuration record.

Dynamic attributes display in a dedicated section on the account layout. Other than the dedicated section, dynamic attributes look like any other account field to end users.