Creating custom document attributes

Create custom attributes for all the types of documents you expect to receive; attributes are not associated with a specific document type. Later, when you define the document types or add an extended criteria for a rule, you would specify the attributes to extract and to use as criteria.

1. In webMethods B2B, navigate to Assets > Document attributes and click .
2. Provide a unique name for the document attribute and optionally, a description. There are certain words that you must avoid while creating custom attributes because they might be a part of system attributes, database columns, to name a few. Few words that you must avoid include DocID, DocTimestamp, TypeName, SenderID, SenderCorp, SenderUnit, ReceiverID, ReceiverCorp, ReceiverUnit, RoutingStatus, UserStatus, NativeID, GroupID, ConversationID, Comments, SenderProfileGroup, ReceiverProfileGroup, DocTypeID, and NS Name.
3. Specify the attributes' Data type. Select one of the following Data types:
   • Datetime.
   • Datetime List
   • Number
   • Number List
   • String
   • String List
4. Set the status to enabled if you want the attribute to be in Active state. The attribute is by default set to be in the active status. Set the status as inactive and change the status to active at a later time by clicking > Edit for the respective document attribute.
5. Enable the Save option to save the attribute to the database. Save is enabled by default.
6. Click Add. The custom attribute is created and listed in the Document attributes list. Avoid characters other than A-Z, a-z, 0-9, _ (underscore), - (hyphen) in attribute the names.

   These document attributes are used later when you define document types as a criterion to extract the documents.

   Note: The name of the custom attribute cannot be $duplicate as it is a parameter name.