The Attio settings tabs after setup
The wizard exists to get a project working. After that the same settings live behind tabs, so you can change one thing without walking through the rest. The six setup steps each get a tab, and a seventh, Customer portal, holds what is published to customers.
#The tabs
Tab | What it holds |
|---|---|
Connection | The API key, Test and save this key, and Reset to defaults |
Record type | The Attio object the card is built from |
Matching | Whether the card matches the person, their company or a Jira field on the issue, the attribute it is compared against, and the domains this project ignores or always matches |
Fields | Which attributes are on the card, their order, and the picture |
Permissions | The permission a viewer needs, and any group restriction |
Placement | Which of the three places the card appears in: Issue panel, Activity tab and Issue sidebar |
Customer portal | The separate panel customers see on a Jira Service Management portal: its record type, how the signed-in customer is matched, the fields published to customers, and the switch that turns it on. Off until you turn it on. See Show customers their Attio details on the Jira Service Management portal. |
#Saving
On the tabs, edits are held until you select Save changes, or Discard to drop them. Each save sends only the fields that actually changed, so a change on one screen cannot overwrite a change somebody else made on another. During setup, each step saves as you select Next. Switching the customer panel on or off saves at once.
Your own changes appear immediately. A settings change clears the remembered copy of every record for that project, so you never have to wait out the fifteen minute cache to see the effect of your own edit.
#A few things worth knowing
The settings page stays reachable whether or not any placement is on, and whether or not the project has ever been connected. Gating it would lock an admin out of the screen that fixes it.
Only project administrators can open it, and that is enforced on the server rather than by hiding the link.
A summary line at the top reads "Shown on <placements>, to <audience>", which is the fastest way to confirm what a project is actually doing.
While there is text in the key field on Connection, edits on the other tabs are held until the key is tested and saved, or the field is cleared.
#Related
Six steps once, seven tabs after.
