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  • Go to ClosePlan Admin tab > Custom Attributes

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  • Name: Name of the item

  • Type: Indicates Product Line or Metric

  • Field Type: Indicates the Field Type (example: Picklist, Number, etc)

  • Field API Name: Autofilled

  • DB Status: Indicates if the Product Line or Metric is active

  • Description: Text information about the Product Line or Metric

  • New: Create a new Custom Attribute

  • Change Picklist Values: Change the Picklist values

Create Product Line Item

Go to ClosePlan Admin tab > Custom Attributes

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  • Object: White Space

  • Type: Type of item, Metric

  • Field Type: Select the field type needed

  • Name: Name the Metric

  • Field API Name: Auto-filled

  • Fully Qualified API Name: Auto-filled

  • Description: Add a description if needed

  • Click Save

Change Picklist Values

Picklist Values are the available choices to indicate the status of a Whitespace Tile

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