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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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  1. How-To Guides

Meta Data Management

PreviousUsing Site Settings in WorkFlowNextMeta Data Management in WorkFlow Designer

Last updated 8 months ago

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Meta Data tage are additional value you want to store for each role. A meta data tag is a key/value pair that is defined for the site. Values are assigned for each tag for each user/role. You can add a default value, which will apply to all users. You can also indicate if the value should be encrypted. Meta Data values are used in designing workflow processes.

Meta Data Management can be performed in the WorkFlow Designer or in WorkFlow.

Only users with the appropriate rights will be able to add, edit or delete Meta Data tags in WorkFlow. In WorkFlow Designer, using the Options Editor, check that the user has access to Read and Edit Users.

Only users with the appropriate rights will be able to add, edit or delete Meta Data tags in WorkFlow Designer. In WorkFlow Designer, using that the user has access to Business Groups in order access the Meta Fields Editor.

For more information on how to manage Options, click .

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