Attribute Table & Attribute Fields: Pulling Live Project, User, or Client Data into Forms

📄 Attribute Fields & Attribute Tables: Pull Live Project, User, or Client Data into Forms
 

Attribute Fields and Attribute Tables allow you to dynamically pull data from your Ontraccr environment—like project details, user information, vendor records, and more—right into your forms. These fields are ideal for syncing contextual data, driving automation, and avoiding redundant entry.

🧩 What Are Attribute Fields?

An Attribute Field is a read-only field that displays a live value from a selected record—like a user, client, vendor, or project.

It auto-updates when the source record changes, so your forms stay current without manual edits.

🧱 What Is an Attribute Table?

An Attribute Table is a full table field that:

• Pulls a list of attributes from a selected data source (e.g., all equipment attributes)
• Displays them in a row/column format
• Supports sorting, filtering, and reference during submission

🛠 How to Add an Attribute Field

1. In Step 2: Fields, click ➕ Add Field
2. Choose Attribute from the Field Type dropdown
3. Select the source type:
   • Project
   • Customer
   • Contact
   • Vendor
   • User
   • Equipment
   • SOV Item
4. Choose the specific attribute you want to display (e.g., "Project Budget", "Client Email")

✅ These are pulled directly from your Ontraccr records in real-time.

🧰 Field Settings

🔄 Dynamic Linking Behavior

If the attribute is linked to another field (e.g., Project dropdown), the value is automatically updated when the linked field changes.

Example:

• User selects Project = “Skyline Towers”
• Attribute field updates to show Project Manager = “John Lee”

📊 Using Attribute Tables

To add an Attribute Table:

1. In Step 2, add a Table
2. Choose Attributes as the Data Type
3. Select the source entity (User, Project, Vendor, Equipment, etc.)
4. Choose which attribute fields to include as columns

Attribute Tables are read-only and ideal for reference views in forms.

🧠 Use Case Examples

📌 Tips & Best Practices

• 🔗 Link Attribute Fields to selection drop-downs (Project, User, etc.) to keep data current
• ✅ Use “Lock Field” for read-only reference
• 🧩 Combine with conditional logic to display only when needed
• 🔁 Attribute Tables are perfect for summary views or read-only audits