InvenTree/docs/docs/concepts/parameters.md

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Parameters

Parameters

A parameter describes a particular "attribute" or "property" of a specific object in InvenTree. Parameters allow for flexible and customizable data to be stored against various InvenTree models.

!!! note "Business Logic"
Parameters are not used for any core business logic within InvenTree. They are intended to provide additional metadata for objects, which can be useful for documentation, filtering, or reporting purposes.

Parameters can be associated with various InvenTree models.

Parameter Tab

Any model which supports parameters will have a "Parameters" tab on its detail page. This tab displays all parameters associated with that object:

{{ image("concepts/parameter-tab.png", "Parameters Example") }}

Parameter Templates

Parameter templates are used to define the different types of parameters which are available for use. The following attributes are defined for a parameter template:

Attribute Description
Name The name of the parameter template (must be unique)
Description Optional description for the template
Units Optional units field (must be a valid physical unit)
Model Type The InvenTree model to which this parameter template applies (e.g. Part, Company, etc). If this is left blank, the template can be used for any model type.
Choices A comma-separated list of valid choices for parameter values linked to this template.
Checkbox If set, parameters linked to this template can only be assigned values true or false
Selection List If set, parameters linked to this template can only be assigned values from the linked selection list
Unique Enforce a uniqueness requirement on parameter values linked to this template

{{ image("concepts/parameter-template.png", "Parameters Template") }}

Create Template

Parameter templates are created and edited via the Admin Center.

To create a template:

  • Navigate to the "Settings" page
  • Click on the "Parameters" tab
  • Click on the "New Parameter" button
  • Fill out the Create Parameter Template form: Name (required) and Units (optional) fields
  • Click on the "Submit" button.

An existing template can be edited by clicking on the "Edit" button associated with that template:

{{ image("part/parameter_template_edit.png", "Edit Parameter Template") }}

Create Parameter

After creating a template or using the existing templates, you can add parameters to any part.

To add a parameter, navigate to a specific part detail page, click on the "Parameters" tab then click on the "New Parameters" button, the Create Parameter form will be displayed:

{{ image("part/create_part_parameter.png", "Create Parameter Form") }}

Select the parameter Template you would like to use for this parameter, fill-out the Data field (value of this specific parameter) and click the "Submit" button.

Parameter Uniqueness

A parameter template can be configured to enforce a uniqueness requirement on the values of any parameters linked to it. This is useful for parameters which are expected to act as a unique identifier and prevents duplicate values from being entered by mistake.

The Unique attribute on a parameter template supports the following options:

Option Description
No uniqueness required The default option - no restriction is placed on parameter values
Unique for model type A parameter value must be unique amongst all other parameters (linked to this template) which are assigned to the same model type. For example, a template with this option enabled could be used to enforce unique serial numbers across all Part instances, without preventing the same value from also being used against a Company instance
Globally unique A parameter value must be unique amongst all other parameters linked to this template, regardless of the model type to which they are assigned

!!! info "Case Insensitive"
Uniqueness checks are case-insensitive - for example, the values ABC123 and abc123 are considered to be duplicates of each other.

If a parameter value is entered which does not satisfy the uniqueness requirement of its template, it will be rejected and an error message displayed.

Validation Against Numeric Value

If a parameter template defines a set of units, uniqueness is checked against the normalized numeric value of the parameter, rather than the raw text entered. This ensures that equivalent values expressed in different (but compatible) units are correctly detected as duplicates.

For example, if a Resistance template (with base units of ohm) enforces uniqueness, then a value of 1k would be rejected as a duplicate of an existing value of 1000, as they both represent the same physical quantity.

Templates which do not define a set of units are compared using a direct (case-insensitive) text comparison of the raw parameter value.

Copying Caveats

Some workflows in InvenTree allow parameters to be copied from one object to another - for example, when duplicating a part, build order, or other object which supports parameters.

Any parameter which is linked to a template with a uniqueness requirement is skipped when copying parameters in this way. This prevents the copy operation from creating a duplicate (and therefore invalid) value on the new object. If this occurs, the new object simply will not have a parameter created against that particular template - it can be added manually (with a distinct value) afterwards.

Category Parameter Caveats

A parameter template can be linked to a part category, along with a default value which is automatically applied to any new parts created within that category (or a sub-category).

This default value system is not compatible with a template which enforces a uniqueness requirement - applying the same default value to every part in a category would immediately conflict with the "unique" requirement, as soon as more than one part exists in that category.

For this reason, a category-based default value is not applied for any parameter template which has a uniqueness requirement configured. If you need to assign values for such parameters, this must be done manually (or via the API) on a per-part basis.

Parametric Tables

Parametric tables gather all parameters from all objects of a particular type, to be sorted and filtered.

Tables views which support parametric filtering and sorting will have a "Parametric View" button above the table:

{{ image("concepts/parametric-parts.png", "Parametric Parts Table") }}

Sorting by Parameter Value

The parametric parts table allows the returned parts to be sorted by particular parameter values. Click on the header of a particular parameter column to sort results by that parameter:

{{ image("part/part_sort_by_param.png", "Sort by Parameter") }}

Filtering by Parameter Value

The parametric parts table allows the returned parts to be filtered by particular parameter values. Click on the {{ icon("filter") }} button associated with the particular parameter, and enter the value you wish to filter against:

{{ image("part/filter_by_param.png", "Filter by Parameter") }}

The available filter options depend on the type of parameter being filtered. For example, a parameter with a limited set of choices will allow you to filter by those choices, while a numeric parameter will allow you to filter against a specific value and operator (e.g. greater than, less than, etc.).

Filtering by Multiple Parameters

Multiple parameters can be used to filter the parametric table. Simply add a new filter for each parameter you wish to filter against. The results will be filtered to include only parts which match all of the specified filters.

Each parameter column indicates whether a filter is currently applied:

{{ image("part/multiple_param_filters.png", "Multiple Parameter Filters") }}

Multiple Filters Against the Same Parameter

It is possible to apply multiple filters against the same parameter. For example, you can filter for parts with a Resistance parameter greater than 10kΩ and less than 100kΩ by adding two filters for the Resistance parameter:

{{ image("part/multiple_filters_same_param.png", "Multiple Filters on Same Parameter") }}

Unit-Aware Filtering

When filtering against a parameter which has a unit defined, you can specify the value in any compatible unit. The system will automatically convert the value to the base unit defined for that parameter template.

For example, to show all parts with a Resistance parameter of greater than 10kΩ, you can enter 10k or 10000 in the filter field, and the system will correctly interpret this as 10,000 ohms.

{{ image("part/filter_with_unit.png", "Unit Aware Filters") }}

Removing Filters

To remove a filter against a given parameter, click on the {{ icon("circle-x", color='red') }} button associated with that filter:

{{ image("part/remove_param_filter.png", "Remove Parameter Filter") }}

Available Filter Operators

The following filter operators are available for parameter filtering:

  • =: Equal to
  • >: Greater than
  • >=: Greater than or equal to
  • <: Less than
  • <=: Less than or equal to
  • !=: Not equal to
  • ~: Contains (for text parameters)

Parameter Units

The units field (which is defined against a parameter template) defines the base unit of that template. Any parameters which are created against that unit must be specified in compatible units.

The in-built conversion functionality means that parameter values can be input in different dimensions - as long as the dimension is compatible with the base template units.

!!! info "Read Mode"
Read more about how InvenTree supports physical units of measure

Incompatible Units

If a parameter is created with a value which is incompatible with the units specified for the template, it will be rejected:

{{ image("part/part_invalid_units.png", "Invalid Parameter Units") }}

This behaviour can be disabled if required, so that any parameter value is accepted.

Parameter Unit Sorting

Parameter sorting takes unit conversion into account, meaning that values provided in different (but compatible) units are sorted correctly:

{{ image("part/part_sorting_units.png", "Sort by Parameter Units") }}

Selection Lists

Selection Lists can be used to add a large number of predefined values to a parameter template. This can be useful for parameters which must be selected from a large predefined list of values (e.g. a list of standardized color codes). Choices on templates are limited to 5000 characters, selection lists can be used to overcome this limitation.

It is possible that plugins lock selection lists to ensure a known state.

Administration of lists can be done through the Parameter section in the Admin Center or via the API.