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Custom Attributes and Formulas Guide

Guide on how you can add unlimited custom attributes and formulas for your org chart and workforce planning using Agentnoon's custom attributes and formulas feature

To go into custom attributes and formulas view, click on the "List View" button or press 2 on your keyboard:Screenshot 2024-05-28 at 4.30.24 PM

Custom Attributes:

  1. To add a Custom Attribute, click on the "Add new attribute" button:Screenshot 2024-05-28 at 4.35.33 PM
  2. Then, assign a name to it and select the type of that attribute (Text, Number, or Monetary):Screenshot 2024-05-28 at 4.35.58 PM

  3. Once, your done hit "save" and this would create a custom attribute for you.

Custom Formulas:

  1. To add a Custom Attribute, click on the "Add new formula" button:Screenshot 2024-05-28 at 4.42.42 PM
  2. Then, assign a name to it and select the variables from the "Available variables" section:Screenshot 2024-05-28 at 4.34.32 PM
  3. Then, you enter your formula and test values by inputting different values in the "Test values" section:Screenshot 2024-05-28 at 4.35.03 PM
  4. Once, your done hit "save" and this would create a custom formula for you.