---
title: "Create basic Attributes"
slug: "create-a-document-entity-attribute"
updated: 2026-07-21T14:17:00Z
published: 2026-07-21T14:17:00Z
canonical: "knowledge.lightico.com/create-a-document-entity-attribute"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create basic Attributes

This article explains how to create Lightico Attributes that enable you to organize, store, and use customer data during a collaboration session.

**To create basic Attributes:**

1. In Admin Center page, go to **Attribute mapping**.

The **Attribute mapping** page opens, displaying the existing Attributes.
2. On the top right corner of the page, click **Create new** and select the type of Attribute that you want to create. ![Attribute mapping page with "Create new" button](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2026-03-04_16-12-53.png)

The **Create Attribute** dialog appears. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2026-03-04_16-28-27.png)
3. Complete the following fields:
  - **attribute_name** - The unique system name of the Attribute

> [!NOTE]
> Note
> 
> The name can include only lowercase letters, numbers, and underscores and is limited to 50 characters.
  - **Attribute label** - The default label that the customer sees when completing a Form. The label can be changed in the Form builder.
  - **Sensitive data** - Define this attribute as "sensitive". Fields containing sensitive Attribute data can be:
    - [Assigned data deletion rules](/v1/docs/data-deletion)
    - [Masked from the agent](/v1/docs/new-pdf-builder-mask-sensitive-data)
  - **Max characters restriction** - The maximum number of characters allowed for this field. (**text**, **digit** and **date** fields only)
  - **Map to external source** - Map fields from your app/platform to Lightico Attributes. For more information, see [Custom integration hub for API and events](/v1/docs/api-and-events-integration-hub#map-fields-to-attributes).
4. See [additional settings below](/v1/docs/create-a-document-entity-attribute#additional-settings), depending on the type of Attribute.
5. Click **Save**.

---

## Attribute types and additional settings

The following is a list of all Attribute types and additional settings or links to more information according to the type of Attribute you are creating.

### Address

Stores structured location information such as street, city, state, and postal code.

For more information, see [Address Auto-Complete and Validation](/v1/docs/address-auto-complete-and-validation#create-custom-address-attributes).

### Boolean

Stores a **true or false** value that can be used in conditions. In a Form, it appears as a single checkbox with a label. When the customer selects the checkbox, the Attribute value is set to **true**; if it is not selected, the value remains **false**.

For example, if you want the customer to confirm that their spouse is included in an application, you could create a Boolean Attribute called “include_spouse” with the label “Include your spouse in the application.”

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(422).png)

### Checkbox

Allows users to select one or more options from a predefined list.

For more information, see [Create dataset Attributes](/v1/docs/create-a-data-source-entity-attribute).

### Complex

Groups multiple related sub-Attributes under a single Attribute for structured data collection.

For more information, see [Create complex Attributes](/v1/docs/create-complex-attributes).

### Date

Stores a calendar date value.

Provides a date picker UI when the customer fills in the Form.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1772721067156.png)

Date Attribute field shown in the customer UI with date picker

Define the following optional setting for date Attributes:

**Limited time range** - Select one of the following options to limit the date that your customer can define (for **date** fields only):

- **None** - unlimited
- **Absolute time range** - specific start and end date
- **Relative to Attribute time range** - start and end date relative to another date attribute
- **Relative time range** - start and end date relative to the current date

### Dropdown

Allows users to select a single option from a predefined list.

For more information, see [Create dataset Attributes](/v1/docs/create-a-data-source-entity-attribute).

### Function

Calculates a value dynamically based on other Attributes or system values.

### List

Stores multiple values instead of a single value within a session.

It can also hold complex items, where each item in the list contains multiple related Attribute values (for example, account number, account type, opening date, and balance).

For more information, see [Create list Attributes](/v1/docs/create-list-attributes).

### Number

Stores numeric values for calculations, comparisons, and numeric validation.

Define the following optional setting for number Attributes:

#### Formatting

Use the **Formatting** settings to control how values appear when a **number Attribute** is displayed. This affects only the **visual format of the value**, not the stored data.

These settings allow you to match the display format of numeric values to your business or regional requirements.

> [!NOTE]
> **Note**
> 
> The number of decimal places can only be defined in [**Form settings**](https://knowledge.lightico.com/v1/docs/configure-form-field-settings), not within the Attribute configuration itself.

  

1. In the **Formatting** section, open the **Format type** dropdown.
2. Select the type of number you want to display:
  - **Number** – Standard numeric display.
  - **Percent** – Appends a **% symbol**.
  - **Currency** – Displays the value with a currency symbol ($ £ €).
3. Configure the additional formatting options that appear based on the format type.

#### Number format

If you select **Number**, configure the **Separator style** to define how thousands and decimal values are displayed.

Options include:

- **No separator** – Displays the number without thousand separators.
- **US / International** – Uses a **comma ( , )** as the thousand separator and a **dot ( . )** for decimals (for example: `1,234.56`).
- **European** – Uses a **dot ( . )** as the thousand separator and a **comma ( , )** for decimals (for example: `1.234,56`).

#### Percent format

If you select **Percent**, the value is displayed with a **% symbol** after the number.

You can also choose the **Separator style** using the same options as the **Number** format.

Example: `75%`

#### Currency format

If you select **Currency**, an additional **Symbol** dropdown appears.

1. Select the **currency symbol**:
  - **USD ($)**
  - **GBP (£)**
  - **EUR (€)**
2. Select the **Separator style** to define how the value is displayed.

Example: `$1,234.56`

### Radio Button

Allows users to select a single option from a visible list of choices.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(421).png)

For more information, see [Create dataset Attributes](/v1/docs/create-a-data-source-entity-attribute).

### Signature

Stores a digital signature within a session.

### Text

Stores free-text input such as names, notes, or identifiers.

Define the following optional setting for text Attributes:

#### Validation

You can enable **validation** for a text Attribute to ensure that users enter values in a specific format. Validation helps prevent incorrect or incomplete data from being submitted.

To enable validation:

Turn on the **Validation** toggle and select the type of validation you want to apply.

Available validation types include:

- **Email** – Ensures the value is entered in a valid email format and includes an **@** symbol and a supported domain ending.
- **IBAN** – Ensures the value is a valid **International Bank Account Number**.
- **BIC** – Ensures the value contains **8–11 characters**, as required for a **Bank Identifier Code**.
- **Israeli ID** – Ensures the value matches the format of a valid **Israeli ID number**.

Once validation is enabled, the system checks the entered value and prevents submission if the format is invalid.

#### Formatting

Use the Formatting setting to define the required shape and structure of the value the customer or agent enters. When enabled, the input is split into separate fields — one per segment — that auto-advance as the user types.

**To configure formatting:**

1. Enable the **Formatting** toggle.
2. Click **+ Add segment** to add a segment.
3. For each segment, select a **Type** from the dropdown:
  - **Digits only (0-9)**
  - **Characters only (a-z, A-Z)**
  - **Characters and digits (a-z, A-Z, 0-9)**
  - **All characters**
4. Set a **Max length** — the maximum number of characters allowed in that segment.
5. Repeat for each segment. The **Format preview** updates in real time to reflect the configured structure.

> [!NOTE]
> Note
> 
> Formatting and Validation cannot be enabled on the same Attribute simultaneously.

#### **Display options**

Use Display options to control how the value entered in the Attribute is rendered in forms and documents.

#### Display text as number

Use this option for a text Attribute when you need to collect a numeric identifier that may include leading zeros.

Unlike a number Attribute, which removes leading zeros, this setting allows a text Attribute to accept digits (0-9) only while **preserving the exact value entered, including any leading zeros**.

This is useful for identifiers such as account numbers, policy numbers, or ID numbers.

**To enable this option:**

Select the **Display text as number** checkbox under **Display options**.

#### Live masking

Use Live masking when the value being collected is sensitive and should not be visible on screen as the user types — for example, a Social Security Number or other personal identifier.

When live masking is enabled:

- Characters are obscured as the user types. The most recently entered character remains briefly visible.
- A privacy icon allows the user to hold and reveal the full value for verification.
- The stored value is unaffected — masking is display-only.

**To enable Live masking:**

Select the **Live masking** checkbox under **Display options**.

An identifying label that you bind to data in a session that enables you to organize and make use of the data during the session.

Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.

Digital form that captures information provided by the customer or agent during a session.

## Related

- [Attributes - Part 1: Basic attributes](/creating-attributes-part-1.md)