Choose the right field type for each Attribute
Attributes can be text, dates, phone numbers, URLs, choices, checkboxes, ratings, or attachments, so imported values are validated and displayed correctly.
A certificate Attribute is not always a line of text. A graduation year is a date, a portfolio is a URL, a workshop rating is a number, and a signed consent form is a file. Storing all of them as text makes the import forgiving and the output wrong.
Attributes now have types.
The types
- Text for names, colleges, teams, and award wording.
- Date for completion, graduation, or expiry-adjacent values.
- Phone for contact fields that should keep their formatting.
- URL for portfolio, project, or profile links.
- Choice for a fixed set of options such as track or session.
- Checkbox for yes/no values such as consent or attendance.
- Rating for feedback scales.
- Attachment for a file supplied with a form or recipient record, where supported.
Set the type when you create the Attribute under Configure on a certificate. The import mapping and the design both use that type.
Why the type matters
A date column imported as text may sort and display differently from a date column imported as a date. A URL stored as text is not clickable on the certificate. A choice field becomes a controlled list instead of three spellings of the same track. The type is a small decision that prevents a class of cleanup work later.
If a value does not fit the type, fix it at import or in the recipient record. The certificate will not guess what a malformed date or URL was meant to be.
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