Configure multi-select list attributes

Who can use this feature?

Multi-select list attributes contain a list of predefined options that allows for one or more selections. You can use multi-select list attributes on the following data objects:

  1. Account
  2. User
  3. Collection

Modify a multi-select list attribute

Totango may add multi-select list attributes to your Data Model when you install SuccessBLOCs, such as risk reason or escalation type.

You can disable values and add new values to a list, but you cannot rename existing values. Disabled values will continue to be available for segmentation but won't be presented as an option when setting the value.

  1. From Settings, expand Data Management > Data Modeler.
  2. From the Account Information or User Information tab, search for the multi-select attribute (or collection) you want to modify, and click to view properties.
    The names of the list appear.
  3. Disable list items that you don't want or add new items as needed. Drag and drop to re-order items.
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  4. Click Save.

The changes to the list appear within the selected attribute.

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Create a new multi-select list attribute

Create your own multi-select list attributes to track custom values. Steps vary depending on whether you add an account attribute, user attribute, or an attribute within a collection.

  1. From Settings, expand Data Management > Data Modeler.
    • Account: On the Account Information tab, click +Add Account Attribute. Click Multi-Select List.
    • User: On the User Information tab, click +Add Account Attribute. From the Type drop-down, choose Multi-Select List.
    • Collection: On the Account Information tab, click to view the collection you want to modify. From the list of attributes, click +Add. From the Type drop-down, choose Multi-Select List, and then click Settings (gear icon) to add list values.
  2. Configure properties for the attribute:
    • Display name: The name of the attribute.
    • Description (account):  Appears on hover over, but this value is not required.
    • Dimension: Choose the dimension for categorization purposes.
    • Editability: If you do not plan to update this value in Totango, clear the Editability check box. However, in most cases, Totango will be the source of truth for multi-select lists, so you will want to allow your teams to update this value manually or via SuccessPlay.
    • Visibility and Default Values (account, collection): Choose options for privileged access, hidden, or default values if updating via integration.
    • Sensitive Data (user): Choose option for sensitive data.
  3. Click Add New to add a new list item.
  4. Enter a name and click to save the item. The following special characters are supported in defining option values: 
    - ? " ( ) _ – [ ] & /

    An apostrophe is supported for purposes of display and data storage, but re-ordering list items that contain an apostrophe is not supported.

  5. Continue adding stages until all items are represented in the list.
  6. Click Save or Create Attribute.

Depending on the editability option chosen, you can set list values individually on an account profile, using a rapid insight form, using a SuccessPlay, editing a segment in bulk*, or by data integration.

If setting a list item from an integration, the values must match the name of the list item. Separate multiple values with a comma, surrounded by double quotes (not required for CSV).
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*Editing collection attributes in bulk via segmentation is not supported.

See more for using list filters in segments.

FAQs

Question: How can I set a multi-select value as NULL?

Answer: You can set the value of multi-select list as NULLl if it is defined as one of the values. You can also set the default value as NULL if the value is uploaded empty during a sync.

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To clear a particular value you can create a segment and then use the mass clear attribute functionality in the segment.

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