Attribute bulk settings (2nd and subsequent times): Edit the attribute list file
This article explains how to edit the attribute list file when modifying existing attribute information. Any changes made will be reflected in Motivation Cloud Engagement / Sharing. Attribute settings are not required for Motivation Cloud Role Development.
Before modifying attribute information
If you need to change the language setting for organization or attribute, please configure the language setting before downloading the attribute list file.
Set Organization/Attribute Language
When editing the bulk setting CSV file, we recommend downloading and editing the latest version each time to avoid upload errors.
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When modifying organization or attribute information for the next engagement survey, click the “Start Preparation” button before making changes. You can register organization/attribute information for the next survey without altering how they appear in already published results. Procedure: Click “Admin” ▶ “Engagement Survey Settings” ▶ “Start Preparation” |
Add attributes or attribute items
Add attribute items
Example: Add “Kyushu Area” to “Area”
Insert a blank row where you want to add the attribute item, and enter the attribute information.
The following items are required.
- Columns A and B: Enter the existing attribute code and attribute name.
- Columns E and F: Enter the code and name of the attribute item you wish to add.
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If a deleted department is re-registered under the same organization hierarchy and with the same department name, it will be recognized by the system as a re-registration, and previous data will be linked. To treat it as a new department, register it with a different department name. |
Add attributes and attribute items
Example: Add a new attribute “Position”
Enter the new attribute code and name (“Position”), along with the attribute item code and name.
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Respondents can choose “Not Applicable” in addition to the registered attribute items on the survey answer screen. If you want to view the results for “Not Applicable,” register an item like “Other.” For more details, refer to Set Up Attribute Selection for Survey Answers. |
Rename attributes or attribute items
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Edit the attribute name (Column B) or the attribute item name (Column F)
Delete attributes or attribute items
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Delete attribute items
Delete the entire row containing the attribute item you wish to remove.
Example: Delete “Kansai Area” from “Area”
If the deleted item is a parent item, update columns G and H. To set a new parent item, enter its code and name.
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Delete attributes
Delete the entire row containing the attribute you wish to remove.
Example: Delete “Area”
If its attribute items are used as parent items, update columns G and H.
To set a new parent item, enter its code and name.
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Change the display order of attributes or attribute items
To change the display order of attributes or attribute items,
modify the order in the CSV file and upload it again.
A: Changing the order of attribute items
- You can reorder items within the same attribute.
- You cannot move attribute items to different attributes once they are configured.
B: Changing the order of attributes
- Move the entire row for each attribute.
- If hierarchy settings are enabled, the order will follow the value in the hierarchy level column (Column C) regardless of row order.
Add hierarchy settings
The following is the procedure for adding hierarchy settings.
For more information, see the manual below:
Attribute Bulk Settings (First time) : Create Attribute List File
① Insert a blank row where you want to add an attribute, then enter the required fields along with “Attribute Hierarchy Level” and “Parent Attribute”.
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Change Attribute Association Settings
Attribute Association Settings include two types: Automatic Association Attribute settings and Position Attribute settings.
Please refer to the operation manual and make the necessary adjustments.
Operation Manual : Set Attribute Association Settings.
Automatic Association Settings
Automatic Association is a feature that links user information such as "Date of Birth" and "Date of Joining" with attribute settings such as "Age," "Joining Period," and "Years of Service," allowing for automatic updates.
This ensures that even as a user's age or years of service increase, they are automatically associated with the appropriate attribute items.
Position Settings
Position Settings allow you to register titles under concurrent departments for users with multiple roles.
Position information registered for concurrent roles can be used in view permission rules.
Configure this setting only if you plan to use Position Attribute information of concurrent roles in view permission rules.
Detailed Specifications
If view permissions for modified attributes are granted to the Action Plan Manager in "View Permissions Settings," changes in attribute settings will not be automatically reflected.
Click "Grant/Update Permissions" in "View Permissions Settings" to apply the changes.
Operation Manual: View Permissions Settings Set by rules
Character Restrictions
| Attribute Code | Maximum characters: 128 No restrictions on usable characters |
| Attribute Name | Maximum characters: 50 No restrictions on usable characters |
| Attribute Item Code | Maximum characters: 128 No restrictions on usable characters |
| Attribute Item Name | Maximum characters: 400 No restrictions on usable characters |
| Maximum Number of Attributes and Attribute Items | Attributes: 30 Attribute Items: 99,999 |
Other Detailed Specifications
- The attribute hierarchy of Attribute Items cannot be changed.
- If the first row of the CSV file is edited, an error will occur during import.
- When the attribute hierarchy level (Column C) is the same, duplicate attribute item names (Column F) cannot be registered.
- The maximum number of usable attributes may vary depending on the plan.
If you are using the Admin Panel in English
The attribute names displayed in files may not support switching the display language. As a result, attribute names might still appear in Japanese even if the Admin Panel is set to English.
To display attribute names in English, register the English names in the Japanese field under Attribute Settings.
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