Object metadata

Metadata helps you to find objects in . Metadata is the information related to an object. For example, the creation date, the class, and the name of an object are all metadata. The more you enter metadata for an object, the easier it is to find the object when you need it.

Editing the metadata

You can edit the object metadata on the metadata card:

Objective Instructions
Edit property values Click a property. Mandatory fields show an asterisk (*).
Add properties Click Add property at the end of the property list.
Remove added properties Click the remove icon () next to the property name.
Change the workflow state See Changing the workflow state on the metadata card.
Change permissions of the selected items See Editing object permissions.

Click Save to save the changes and create a new version of the object.

Note:

Metadata suggestions

When and intelligence services are set up, shows metadata suggestions for a new document.

Click a suggestion to add it as a value for the property above the suggestion. If there is a plus sign (+) on the left of the suggested value, the value is added as a new object or value list item. Some property types let you add more than one of the suggested values.

Using the metadata card toolbar

Click a property to activate the metadata card toolbar. The toolbar is available for properties that use a value list. The toolbar can include these options:

Icon Action
Adds a field to a multi-select property.
Remove a field from a multi-select property.
Refresh the values of the property.
Open a dialog to create a new property value.
Open a dialog to edit the selected property value.