Add, edit, and delete a metadata field

A metadata field is an item for recording the state or classification of an item, separately from the item’s own contents. You manage them on the Meta Data tab of the Schema screen.

Owner, Maintainer, and Writer can add, edit, and delete a metadata field. Reader can view the schema.

The Meta Data tab appears only when a model is selected. Groups have no Meta Data tab.

Add a metadata field

Adds one metadata field to a model.

1. Under Models on Schema, choose the model you are adding a field to.

2. Open the Meta Data tab.

3. Under Add Field, click the type you are adding. The types you can choose differ from those on the Fields tab. For the list, see Metadata.

4. On the Settings tab, enter the Display name. When you enter it with alphanumeric characters, a string based on the Display name is filled into Field Key automatically. In the string filled into Field Key, spaces become hyphens and uppercase letters become lowercase.

5. Check the Field Key. When the field has no value, or when an error is shown, enter the key yourself.

6. In Description, enter what goes into this field. This is optional.

7. Enter the settings specific to the type you chose on the Settings tab.

   • Tag: click New in Set Tags to add one tag, then click the tag that was added and enter its name. Clicking the palette icon to the right of a tag lets you choose its color.

8. To hold more than one value in a single field, turn on Support multiple values.

9. On the Validation tab, set the conditions for the value.

   • Turn on Make field required if a value must always be entered, and Set field as unique if each item takes a different value. These two cannot be set for Boolean or Check Box.
   • For Text, enter the character limit in Set maximum length. This field does not appear for other types.

10. On the Default value tab, enter the value that is already filled in when an item is created. This is optional.

11. Click OK.

The field you added appears in the list on the Meta Data tab. At the top of the list, Item Information and Publish Status are there from the start. Neither of these can be deleted or edited.

Change a metadata field’s settings

After adding a field, you can change its display name, field key, and description, along with its validation and default value settings.

1. In the list on the Meta Data tab, click the edit icon (…) of the field you are changing.
2. Change the settings on the Settings, Validation, and Default value tabs. Changing the Display name does not change the Field Key.
3. Click OK.

Delete a metadata field

Deletion cannot be undone

A deleted field cannot be restored. Values already entered stop being shown, and recreating the field with the same display name and field key does not bring them back.

1. In the list on the Meta Data tab, click the delete icon of the field you are deleting.
2. Check that the display name shown on the confirmation screen belongs to the field you are deleting.
3. Click Delete field.