Understanding attributes
How data is categorized in Attio.
What are attributes?
Attributes tell you what type of information each piece of data is in Attio. They’re the equivalent of column titles in a spreadsheet.
There are two categories of attributes in Attio: object attributes and list attributes.
How attributes are represented
In a table view, attributes are represented as column titles:
In kanban views, they are represented by icons (over which you can hover to to see their names) or by labels:
In record pages, they are displayed as the text in the left-hand column of the right sidebar.
Object attributes
Object attributes organize data within Attio objects and appear in every record associated with an object. They can also be included in any list. Only administrators can add and modify object attributes (e.g., rename or delete), while any team member can input data to them.
Note: An object is a framework or blueprint inside Attio for how you’re going to store, organize and display your data. It’s the equivalent of a table in a spreadsheet, which has named columns and rows with data inside, organized exactly the way you desire.
For example, if a record in the Company
object has an attribute for Country
, that attribute will appear on every company record.
Exploring object attributes
Let’s take a closer look and see all the object attributes on the Company
object.
You can do this in two ways: you can click the ⋮
at the top right of your Object page and click Manage attributes
:
Or you can head over to Workspace settings > Objects
. From there, select Companies
.
You’ll now see a list of all the Company object attributes, which you can review, search and filter for quick access.
Attribute types
An attribute type specifies what kind of data the attribute will hold, and applies to both object attributes and list attributes.
There are dozens of different attribute types in Attio. Attio supports the following attribute types:
Attribute | Use |
---|---|
Status | Track a status each record is currently in. |
User | Track which members of your workspace are owners or assignees. |
Select and multi-select | Pick from one or more color-coded options in a dropdown. |
Text | Fillable custom text fields; can also be used for URLs. |
Date and timestamp | Track due dates, timestamp records, or schedule follow-ups, displayed as absolute dates/times or relative values (i.e., "in 3 days"). |
Number | Track quantitative values such as percentages. |
Currency | Select your currency and track monetary values. |
Checkbox | Record yes or no answers by checking/unchecking a box. |
Rating | Add custom ratings between 1 and 5 stars. |
Record | Reference another record as a value. Enables adding multiple values if 'Multiple Values' is selected, with objects specified under 'Available object types'. |
Relationship | Establishes a bidirectional relationship between records, updating both sides of the relationship. Can only be created at the object level. |
Location | Includes fields for city, state, and country. |
Read more about attribute types here.
System attributes
The attributes that come by default with an object in Attio are called system attributes. They are marked with a System
label.
Enriched attributes
Attributes that are marked with an Enriched
label means that Attio automatically fills in this data for you. Attio does this by pulling information from hundreds of public data sources.
Learn more about enriched attributes here.
Adding new object attributes
In Attio, you can easily create custom attributes for an object. You can do this in three ways:
For example, let’s say we want to add an attribute for Customer segment
to the Company object. To do this, we’d click Create attribute
and input the following:
The attribute type is Select
, which allows you to choose a value from a pre-selected range. Note, we did not choose multi-select because a company can’t be in two categories at once.
Editing object attributes
If we want to edit this attribute, we can click the ⋮
icon at the right and select Edit attribute
.
Here you can rename the attribute, edit the options, or change the description. If we want to archive it (no longer use it), we can select Archive attribute
.
List attributes
List attributes organize data that belong to a specific list (a customizable grouping of records, see here). They are used to track data related to a specific business process.
For example, in this sales pipeline, we have both object attributes (Description
, City
, Estimated ARR
) and list attributes (Estimated contract value
, Owner
, Stage
), the latter of which are only in this list.
However, even though the data is contained to this list, it’s still connected to the underlying record. Any data from a list attribute will be associated with an object record, appearing in the list section of a record page.
On this record page, you can see that the value of $7,570
for Estimated contract value
is visible in the record page in the lists section of the right sidebar. Any attribute changes or activity in a list related to the record are also listed in the activity feed.
This is great for your teammates as they can get the full picture of what’s going on with a customer.
Exploring list attributes
If we want to see all the attributes pertaining to a list, there are several options:
There are system attributes that come with every list: Parent Record
, Added to list at
, and Added to list by
. These are important because they link the list to parent records and also track who added what to a list, and at what time.
Adding new list attributes
To create a new list attribute, you can do so in several ways:
In the attributes section of the list settings page, you can click Create new attribute
.
In a table view, there are two ways to add new list attributes:
In a kanban view, you can click View settings > Add card row > Create new attribute
.
Editing list attributes
To edit a list attribute, we can head to the attributes section of the list settings page, and click the ⋮ > Edit attribute.
Here you can rename the attribute, edit the options, or change the description. If we want to archive it (no longer use it), we can select Archive attribute
. Users with 'Read and Write' access or higher can add, edit, or archive list attributes.
Learn more
For a full explanation of attributes and how to create and manage them, see the Attributes article in our Reference section.
Up next
Learn about records.