Creating Metadata Templates
To create a new metadata template:
- In the Admin Console, in the lefthand navigation click Content.
- Toward the top of the page, click Metadata.
- Click Create New.
- Click Name Your Template and enter a name.
- Create a name for your first attribute by clicking into the Name Your Attribute field.
- Click the Format down arrow and select the type of data your managed users can enter into the attribute you are creating.
- Use the Description field to incorporate additional information about the attribute.
- Click New Attribute to add additional attributes.
- Use the Status drop down to indicate whether this template is Visible to your managed users or Hidden for the time being.
- Click Save.
- You must have at least one attribute in the template in order to save your template.
Editing Metadata Templates
- In the Admin Console, in the lefthand navigation click Content.
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Toward the top of the page, click Metadata. A list of metadata templates displays.
- Click on the template you wish to edit.
- Make your changes and click Save.
While editing a saved template, you can still add attributes by clicking Add Attribute. You can also hide existing attributes by clicking Hide, or delete existing attributes by clicking Delete. Within an attribute you cannot make changes to the Format field unless the format is a dropdown list. If you selected Dropdown for your format, you can add or delete options.
Note: if you delete an existing attribute, any files or folders with this attribute will no longer have this attribute. The associated attribute values will be deleted and cannot be undone.
Deleting Metadata Templates
Hiding Metadata Templates
If you have any templates that you want to hide from users, whether this is a template you are still developing or if this is a template you want available only via API, you can hide these from managed users today.
To hide a metadata template:
- In the Admin Console, in the lefthand navigation click Content.
- Toward the top of the page, click Metadata. A list of metadata templates displays.
- Click on the template you wish to hide.
- From the Status dropdown menu, select Hidden.
To revive a template, simply follow the steps above and select Visible from the Status dropdown menu.