Attribute types

Every column in a data object is an attribute, and each attribute has a type. The type decides what a record can store in that field, how the value is displayed, and how you can filter, sort and import it. Choosing the right type up front keeps your data clean and your views useful.

Where types are chosen

You pick a type when you add an attribute. From the Data area, open Manage, choose a data object, open its Attributes tab, then select Add Attribute. In the New Attribute form, the Type field opens a searchable list. See Create a data object for the full walkthrough.

The attribute Type dropdown open, listing String, Number, Date, Boolean, File, Relationship and Formula. — The Type dropdown when adding an attribute, with a searchable list of types.

The type is set when the attribute is created and is locked afterward. If you need a different type, add a new attribute and migrate the values.

Add several attributes in a row

To build out a schema quickly, keep the create dialog open between attributes. In the New Attribute form, turn on the Create other attributes toggle before you click Create. The dialog stays open and resets for the next attribute, and each one you add appears in a Created attributes list beside the form. Turn the toggle off, or close the dialog, when you're done.

Types you can add

Type	Use it for
String	Free text such as names, notes, emails or URLs.
Number	Numeric values you want to compare or aggregate.
Date	A calendar date with no time component.
Boolean	A true or false flag.
File	A reference to an uploaded file.
Relationship	A link to records in another data object.
Formula	A value computed from other attributes.

String, Number, Date, and Boolean need no extra setup: pick the type and create the attribute. The next three carry their own configuration, covered below.

Relationships

Choose Relationship and a Configure Relationship section appears with two choices:

Associated Data Object: the object this attribute links to (any object except this one).
Relationship Type: One to One, Many to One, or Many to Many. A one-line summary under the field spells out the cardinality you picked, for example "Many orders can be linked to one counterparty".

You don't pick which field of the linked object to show here. A linked record appears as a chip labelled by the target object's own Reference Display setting (see Configure the object). Deleting a linked record does not delete the records that point at it; it simply detaches the link.

The Configure Relationship section with an Associated Data Object of Funds and a Relationship Type of Many to One, with a summary reading many Delegates can be linked to one Fund. — Configure Relationship: pick the linked object and the cardinality, with a plain-language summary.

Formulas

Choose Formula and a Configure Formula section gives you an expression editor. A formula is computed automatically for every record, so there is nothing to type per row.

Reference other attributes by their name, and combine them with functions and the operators +, -, *, / (and the comparisons >, <, >=, <=, =, !=).
The functions available are SUM, SUBTRACT, MULTIPLY, DIVIDE, AVERAGE, ABS, POWER, SUMLIST, CONCAT, UPPER, LOWER, and IF. A help icon next to the editor lists each with its signature.
For example, SUM(quantity, adjustment) or IF(status = "closed", 1, 0).

When a formula returns a number, you can format how it displays (see below). Formulas have no validators, since their value is derived rather than entered.

The Configure Formula section with a Formula Expression editor holding MULTIPLY(Price, Quantity) and a help icon. — Configure Formula: write an expression from other attributes and functions.

Files

A File attribute stores a reference to a file uploaded to the workspace; you attach the actual file per record. There is no separate single-versus-multiple setting. If you want to constrain what can be attached, add validators (below) for a Max size (MB) or a list of Allowed types such as pdf,jpg.

Format how a number displays

Numbers keep their stored value but can be formatted for display. On the Attributes tab, open a number attribute's ⋮ menu and choose Display Configuration:

Display Format: Number, Percentage, or Custom.
Decimal Places, and the Decimal Separator and Thousands Separator to use.
With Custom, a Multiplier, a Prefix (for example $), and a Suffix (for example %). This is how you present currencies or units; there is no dedicated currency type.

Formatting applies everywhere the attribute is shown. The same option is available for formulas that return a number.

The Display Configuration dialog for a number attribute, with Display Format, Decimal Places, Decimal Separator and Thousands Separator, and a live Preview. — Display Configuration: choose the format, decimals and separators, with a live preview.

Validators and uniqueness

Attributes don't have a "required" or "unique" checkbox. Instead:

Validators are rules you add to an attribute (under Validators, with Add Validator). Required is one; the rest depend on the type, for example Min length / Max length / Regex / In list for text, Min value / Max value / Integer only for numbers, Past only / Future only for dates, Must be true / Must be false for booleans, and Max size / Allowed types for files.
Uniqueness is set on the object's Constraints tab, not as a validator. A constraint on one attribute makes that column unique; a constraint on several makes the combination unique. See Configure the object.

The Validators section with an Add Validator button and a dropdown listing Required, Min length, Max length, Regex and In list. — Validators: add rules like Required, Min length, Max length, Regex or In list.

Additional types you may see

Some types are created by the system or by templates rather than added by hand. You will encounter them on existing objects and in templates:

Datetime stores a date together with a time.
Select and Multi-select let a record hold one or several values from a defined option set.
Status and Priority back workflow-style option fields.
User references a member of the workspace.
File labels tags files with reusable labels.

What this means for import

When you bring records in from a CSV, only String, Number, Date, Datetime and Boolean columns map directly. Relationship, File and Formula attributes are populated through links or computed automatically, so they are skipped during import. See Add, edit & import records.