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Dynamic Attribute Fields: Pull and Display Custom Field Values Across Linked Forms

📄 Dynamic Attribute Fields: Display Custom Field Values from Linked Forms
 

Dynamic Attribute Fields allow you to pull and display custom field values from datasets within Ontraccr such as the Projects pages. This feature enables powerful data sharing—without requiring users to retype information or reference other places to fill out known details within a form.

🎯 What Are Dynamic Attribute Fields?

Dynamic Attribute Fields are used to display values from custom Project fields inside a form. These fields automatically pull their values based on the Project selected in the form.

Unlike the standard Attribute field (which only supports simple text), the Dynamic Attribute Field can inherit the original field type of the Project-level custom field—making it more flexible and interactive.

🔧 Key Features

FeatureDescription
Dynamic field typeThe Dynamic Attribute field adopts the same type as the linked Project custom field (e.g., dropdown, choose one, choose multiple)
Project-drivenField value is pulled based on the selected Project in the form
Read-onlyThis field is used for display only—it cannot be edited in the form
Supports workflowsCan be referenced in assignment blocks or approval blocks based on dynamic values

🛠 How to Add a Dynamic Attribute Field

  1. In Step 2: Fields, click ➕ Add Field
  2. Choose Dynamic Attribute from the Field Type dropdown
  3. Configure:
    • Type (e.g., Projects)
    • Field Reference (which field to pull from)
    • Show field conditionally (Allows this field to be shown based off another value)

✅ Example Use Cases

ScenarioHow Dynamic Attribute Helps
Display the assigned Project Manager in a formPull from a Project custom field called “Assigned PM”
Auto-fill the designated Safety OfficerLink to a user-based Project custom field and use it in approval logic
Route a form to a role based on projectUse the value pulled from the dynamic field to assign tasks or approval

🧠 Why Use It?

Dynamic Attribute Fields are ideal for:

  • Displaying internal data that changes by project
  • Enabling logic or routing in workflows without building multiple forms
  • Avoiding manual re-entry of known project details

They’re especially useful when you’ve standardized forms, but user responsibilities vary by project (e.g., different Safety Officers, Supervisors, or PMs per site).

📌 Important Notes

  • The Dynamic Attribute Field only works with custom Project fields for now. There are plans to expand functionality of this feature
  • The form must include a Project field to populate the value
  • The value is read-only inside the form
  • The field can be used in workflows to assign forms or approvals dynamically

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