Add Attributes

To add new custom attributes to an entity, follow the steps below:

  1. From the Edit Business Entity page, expand the Data Model section.

  2. Click Insert. The Add Attribute page appears where you provide the properties.

Based on the attribute type you select from the Attribute Type drop-down list, you need to provide details corresponding to that specific attribute. For more information, see the Types of Attributes.

This is the generic list of properties you need to provide when adding a new attribute (field).

Property Description
Name The name of the attribute. This is used to identify the attribute in the data model when you design the user interface, for instance to specify which attribute is displayed in a specific field.
A naming convention is an important part in a well-built data model; therefore, we recommend you to use PascalCaseNames (upper camel), except for the first letter. The Name starts with a lowercase letter and all additional words start with an uppercase letter. Example: accountId.
Attribute Type From the drop-down list, select the type of attribute you want to add.
Display Name The name of the attribute that will be displayed on the data form in the user interface. You can overwrite the Display Name using other commands directly in the HTML data form.


Insert the proper description.


A message inserted here will show when the user hovers the attribute in the FintechOS Portal.

Tooltips can be a powerful UI pattern which help you guide your users to take specific actions within the product; thus, enhancing the user experience.

If tooltips are activated on data form driven flows, for all attributes to which you want to show tooltips in the Digital Experience Portal, in the Tooltip field, provide the tooltip text.

Optionally, you can add tooltips to specific attributes which can be shown in the Portal UI on data form driven flows.


This is the name of the table column.

Required Level

From the Required Level drop-down list you can choose if a specific attribute (field) is going to be mandatory, recommended or optional:

  • None – The field is optional. No error message will be displayed if the field is not completed by the end-user.
  • Recommended – A blue dot will be displayed on the upper-left corner of the field in the user interface to indicate that it might be useful to fill in the field.
  • Required - A red dot will be displayed on the upper-left corner of the field in the user interface to indicate that it is a mandatory field. The end-user will not be able to add a new record if the field is not completed.
  • You can only add required attributes to entities which have no records (empty entities). If you try adding a required attribute to an entity for which you already have required attributes stored within the database, you'll receive an error message.
  • You can add required attributes without creating constraints in the database, from the Forms section by using the After generate events field and the capabilities of field options.


The attribute is read-only if true, i.e. the front-end user will not be able to insert any data in this attribute.


Allows you to control access to the attribute using security roles. When this flag is checked, access to the attribute is restricted by default to all user roles except the administrator.
To allow access to a secured attribute, you will have to explicitly configure security roles for this purpose (see Security Roles for details).
This option is disabled for system-generated attributes.

Always make sure to save your configurations by clicking one of the available save icons.

Reorder Entity Attributes

If you need to change the order of attributes in an entity, go to the edit configuration page of that entity (by double-clicking on the entity in the Business Entities List page), scroll-down to the Data Model section and drag and drop attributes from one position to another in the list. The order index will be automatically updated based on the change you made.

If there are many attributes in the list, the "Please wait..." message will be displayed until the DB is updated. Once the update completes, the platform loads the attributes in the new order and a message displays at the bottom of the page indicating for how many records the order index has been updated.