Setting up Metadata
Before setting up custom fields for metadata usage, determine what kind of documents will be used with specific classification and what are the document's metadata for which custom fields will be created.
Information
| Sequence |
Order of fields |
| Mandatory |
If check box enabled, metadata field cannot be empty. |
| Variable Name |
Variable name (not visible to user). |
| Display Name |
Display name or Field name (label) |
| Lookup Type |
Select a lookup type from a drop-down menu. Any lookup from a database is possible to use. |
| Setter Data Type |
Select a Setter Data Type from a drop-down menu. |
| Default Value |
Set a default value or leave it empty. |
| Document Field |
Select a document field from a drop-down menu. |
| Visible |
Hide or show a field. |
Example: adding metadata
- Define sequence in which data/field will appear on metadata form.
- Define if entry is mandatory.
- Define variable name to use in database queries.
- Select lookup type from available Pantheon lookuptypes
