PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Collapse]Settings
    [Expand]Subjects
    [Expand]Items
    [Expand]POS
    [Expand]Manufacturing
    [Expand]Personnel
     Calendar
    [Expand]Financials
    [Expand]Customs
    [Expand]Program
    [Collapse]Documentation
     [Expand]Documents
     [Expand]Mailroom
     [Expand]Send SMS or Email
     [Expand]Classification Scheme
     [Expand]Exchange Settings
     [Expand]To-Do
     [Collapse]Workflow Design
      [Expand]About workflows
      [Expand]Workflow (system) toolbar
       Settings - WF
      [Collapse]Design
        Task edit - general
       [Collapse]Design - Workflow Elements
         Workflow blocks (default)
        [Expand]PANTHEON Forms blocks
        [Expand]Input/Output blocks
        [Expand]Goods/Orders blocks
        [Collapse]DMS blocks
          Load to DMS
          DMS to Files
          Sign files
          Metadata
          Document to DMS
          Classify Document
          Send message to form
          Send to OCR
          Receive e-Document
          Email To DMS
          Verify document signature
          Show Document
       [Expand]Block settings
       [Expand]Design Toolbar
        How To - Resolving Workflow Diagram Loading Error
      [Expand]Workflow - Old topics
     [Expand]PANTHEON DMS Add-in
    [Expand]Change User
   [Expand]Orders
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
   [Expand]Old products
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
  [Expand]Old products Archive
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
  [Expand]Old products Archive
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

Load Time: 363.5672 ms
"
  1000000405 | 220246 | 360811 | Updated
Label

Metadata

The Metadata block allows you to define additional fields for collecting data on documents in Documentation.

Double-clicking the a block opens the Task edit form, which allows you to define the metadata you want to enter in an individual workflow step.

HINT

For a detailed description of the other fields on the form, see the chapter Task edit – general.

 

For the Metadata block to work properly, it is necessary to define the settings in the following sections:

Contents

  1. Transfer to workflow variables
  2. Classification

 

1. Transfer to workflow variables

Form

By default, the TMNDocuments form is written in the field, which is already linked to the block with its corresponding variables and tables. For the block to work properly, do not modify this field.

HINT FOR DATALAB DEVELOPERS

For a list of tables with variables, see Datalab DeveloperSite.

2. Classification

For a detailed description of the fields, see the chapter Metadata.

 


 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!