Custom attributes are user-defined fields added to customer details within the Wavity platform to capture specific information retrieved from external systems through integrations such as Open APIs and Rest API’s.
Adding custom attributes in Wavity is a straightforward process and can be easily configured based on business requirements.
If you need to move custom attributes from external systems, they can be added and retrieved in Wavity using Open API and Rest API integrations.
Only admin will have access to add and manage custom attributes in the Wavity platform.
Click on the Profile icon and select General from the available options.
You will be directed to the General Settings page.
Navigate to the People tab, select Customers, and click on the three-dot menu and select settings next to the Add button.
Click on the Add icon.
We can view the Key, Label and Type.
Key is a unique identifier used internally to reference the custom attribute. It should follow a consistent naming convention (e.g., customer_type, contract _end date) and must not contain spaces or special characters.
Enter the Label, which is the display name shown to users on the interface. It should be clear, user-friendly, and descriptive (e.g., Customer Type, Contract End Date).
Enter the Type which defines the format or input method for the custom attribute. Common types include Text, Number, and Date, Boolean.
Click on the save option to save the attributes.
You can delete attributes by clicking the delete option.
If you want to edit the attributes click on the edit option.
After Adding custom attributes and integrated with Open API’s user can view the attributes whenever they click on the user’s profile icon.
