---
title: How to Use the Attributes Library and Form Builder
description: This guide walks you through creating categories, managing attributes, building forms, and maintaining your Attributes Library.
---

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1. [Knowledge Base | Tradewing](https://support.tradewing.com/knowledge-base)
2. [Attributes and Form Builder](https://support.tradewing.com/knowledge-base/attributes-and-form-builder)

# How to Use the Attributes Library and Form Builder

## This guide walks you through creating categories, managing attributes, building forms, and maintaining your Attributes Library.

The **Attributes Library** allows administrators to create, organize, and manage the information collected from members across Tradewing. With the Form Builder, administrators can reuse these attributes to create customized forms for membership applications, event registrations, and other workflows.

### Understanding Categories and Attributes

The Attributes Library organizes information into two components:

- **Categories:** Groups of related information, such as Personal Information, Contact Information, or Conference Preferences.
- **Attributes:** Individual fields within a category, such as First Name, Email Address, or Dietary Restrictions.

Tradewing provides default system categories, including Personal Information, Contact Information, Professional Information, and Organization Information.

Administrators can also create custom categories to collect information specific to their association.

### Creating a Category

Use categories to organize related attributes and make them easier to find when building forms.

1. Navigate to **Admin Site → Attributes Library**.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-07-32-45-8642-AM.png?width=670&height=330&name=image-png-Oct-29-2026-07-32-45-8642-AM.png)

2\. Click **Create Category**.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-07-32-30-0875-AM.png?width=670&height=330&name=image-png-Oct-29-2026-07-32-30-0875-AM.png)

 

3\. Enter a category name. Add a category, and the description explaining the purpose of the category.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-07-40-18-3054-AM.png?width=670&height=330&name=image-png-Oct-29-2026-07-40-18-3054-AM.png)

4\. Select the module where this category should be available:

- **Membership**: Use the category when creating membership types and managing membership attributes.
- **Events**: Use the category when creating event types and managing event attributes.
- **Directory**: Display the category in the contacts directory.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-07-42-25-0654-AM.png?width=670&height=330&name=image-png-Oct-29-2026-07-42-25-0654-AM.png)

 

5\. Administrators can also make categories and all their associated attributes available in the Form Builder. This allows you to reuse related fields when creating forms, rather than recreating each attribute individually.  

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-03-44-0084-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-03-44-0084-AM.png)

 

6\. Review the details, then finish by clicking the **Create Category** button. Once created, the category will appear in your Attributes Library.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-01-15-1349-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-01-15-1349-AM.png)

**Note:** System categories cannot be deleted. Custom categories can be edited or archived, subject to their existing usage and data.

### Creating an Attribute

Attributes represent the individual questions or information fields you want to collect.

1. Open the **Attributes Library**. Select the category where you want to add an attribute. Click **Attribute**.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-24-11-5363-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-24-11-5363-AM.png)

 

2\. Enter the attribute name and description. You can choose among the following type fields:

- Free Text
- Single Select
- Multi Select
- Attachment
- Date & Time

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-33-09-3599-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-33-09-3599-AM.png)

 3. Configure the attribute’s permissions and settings. Choose who can view and edit the attribute, whether it is required for each contact, and whether it appears in the contacts directory.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-56-18-2986-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-56-18-2986-AM.png)

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-56-26-6252-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-56-26-6252-AM.png)

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-08-58-03-4664-AM.png?width=670&height=330&name=image-png-Oct-29-2026-08-58-03-4664-AM.png)

 

4\. Finish creating the attribute by clicking **Save Attribute**. You can repeat this process to create additional attributes.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-09-02-46-7024-AM.png?width=670&height=330&name=image-png-Oct-29-2026-09-02-46-7024-AM.png)

 

**Important:** Certain system attributes, including First Name, Last Name, and Email, are protected and cannot be deleted or archived.

### Creatin

### g a Form

The Form Builder allows administrators to create forms using existing categories and attributes.

1. Navigate to **Admin Site → Forms**. Open the **Forms** tab. Click **Create Form**.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-09-10-07-8368-AM.png?width=670&height=330&name=image-png-Oct-29-2026-09-10-07-8368-AM.png)

2\. Enter the form name, then select the form type and whether it is for membership or events. Choose whether it is for membership or events. Choose whether the form applies to individual or organization contacts. Finally, set the status to **Draft** to continue editing, **Published** to make the form available for use, or **Archived** if it is no longer needed.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-09-11-13-4135-AM.png?width=670&height=330&name=image-png-Oct-29-2026-09-11-13-4135-AM.png)

3\. Configure the form. Categories you previously enabled for the Form Builder will appear here with their associated attributes. You can hide individual attributes or remove entire categories from the form. Use the preview to review which attributes are included. Proceed by clicking the **Create Form.**

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-09-52-24-8579-AM.png?width=670&height=330&name=image-png-Oct-29-2026-09-52-24-8579-AM.png)

 4\. From the listing, you may duplicate an existing form to create a similar version, publish a draft form, and archive forms that are no longer needed.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-09-56-25-2718-AM.png?width=670&height=330&name=image-png-Oct-29-2026-09-56-25-2718-AM.png)

 

### Using Forms Across Tradewing

**Membership Applications**

Collect personal, contact, professional, and membership-specific information during the membership application process.

 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-10-00-21-9638-AM.png?width=670&height=330&name=image-png-Oct-29-2026-10-00-21-9638-AM.png)

**Event Registrations**

Collect attendee details and additional preferences, such as dietary restrictions or session interests.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Oct-29-2026-10-01-32-9449-AM.png?width=670&height=330&name=image-png-Oct-29-2026-10-01-32-9449-AM.png)

 

**Mentorship Programs**

Use mentor- and mentee-specific attributes to collect experience, interests, availability, and other information relevant to mentorship matching.

**Member Profiles and Directories**

Reusable attributes can help maintain consistent profile information and support directory searches when configured as searchable.

### Frequently Asked Questions

**Can I create my own categories?**

Yes. Administrators can create custom categories based on their association's needs.

**Can I reuse an attribute in multiple forms?**

Yes. Attributes are centrally managed and can be reused across supported forms.

**Can I make an optional attribute required for a specific form?**

Yes. Where permitted, the Form Builder allows administrators to override an attribute's default required setting.

**Can I change the order of fields?**

Yes. The Form Builder supports arranging categories and attributes in the desired order.

**Will existing attributes need to be recreated?**

The planned migration process allows existing Individual, Organization, and Custom Attributes to be organized into the new category structure while retaining existing data.

**Can I delete an attribute that already contains member information?**

No. Attributes containing historical data must be archived instead of deleted.

 

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