Using Dynamic Attributes with Views in My Accounts
A Dynamic Attribute is a special type of field that displays on the account details screen and can be created by business admins without modifying the account object. Users can create and edit My Accounts Views using Dynamic Attributes as search criteria. They can also create My Accounts Views with Dynamic Attributes as display columns, allowing users to group or filter their accounts based on Dynamic Attributes.
Business admins working on a campaign can view the Dynamic Attribute values for all team HCOs in one place. Field users can also view those values and assess which accounts they need to interact with based on the information.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- End Users, Business Admin Users
Using Dynamic Attributes for My Accounts as
All Users
Consider the following when using Dynamic Attributes in My Accounts:
- Text Area and DateTime fields cannot be filtered on or used as search criteria to create a View
- If multiple Dynamic Attribute criteria exist on a View, the Territory drop-down list is disabled
- A Dynamic Attribute record can be combined with only the account object in My Accounts filter criteria
- If Address, TSF, or Product Metrics is selected as a filter criteria, Dynamic Attributes cannot be selected
Creating Account Views with Dynamic Attribute
To add a Dynamic Attribute to the search criteria or as a display column in the Select Columns section, select the Dynamic Attribute option in the Record drop-down list.
The Field drop-down list displays the available Dynamic Attributes along with their section names. The additional information of the section name helps clarify which Dynamic Attribute is used, as multiple Dynamic Attributes can have the same name.
To create a View with deselected Dynamic Attribute check boxes, select not equal to True from the Operator drop down list.
Searching on Items Containing a Space or a Null Value
The following table details search behavior.
|
To create a view displaying the following for accounts with Dynamic Attributes |
Use the Following Operator |
Search Value |
|---|---|---|
|
Records containing a space in the definition |
Contains |
<space> |
|
Records without a space in the definition |
Does not contain |
<space> |
|
Records containing only a blank space in the definition |
Equals |
<space> |
|
Records that are not blank |
Not equal to |
<leave blank> |
|
Records containing a space to begin the definition |
Starts with |
<space> |
