In this article we will go over creating a Metadata to add to items for easy searching and information storage.
Access & Feature Requirements
To manage and create Metadata fields and groups, your user will require the 'Metadata Management' feature enabled.
Creating Metadata Groups
Step 1 - Navigate to the Metadata page
Navigate to Metadata by selecting all features in the left hand pane of the Revver web page or application, then select the Metadata option in the work column.
Step 2 - Select create Metadata.
Select Group and the option create Metadata in the top right of the Metadata menu. You can either choose from commonly used Metadata sets or build your own custom Metadata Groups.
Step 3 - Select the items you want applied or removed from this Metadata.
Whether you want to build your own customer Metadata Group or use one of our pre-made groups from the library, you can add needed metadata fields or remove them by selecting the Group from your group list and either adding or removing by using the Trash Icon.
Step 4 (Optional) - Making Custom Fields for Metadata.
If you do not see an available pre-made field for your group, you can make your own by switching from Groups to Fields. There you can create a new field that will become available for you to use in any of your groups, whether it is a pre-made group from the library list or your own custom group.
In the case of selecting a Dropdown List, you will need to proceed to the next option to add what you would like in that list.
Add the items that you would like in the drop down list in the box provided and hit enter to have that option added to the list as seen in the box below. Click Save when finished.
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