Meta Data Management in WorkFlow

Accessing Meta Data Management

1. Click Manage > Meta Data as shown above below.

1. This will open the Meta Data Management form as shown below.

Add a Meta Data Tag

1. Click Manage > Meta Data.

2. Click the icon to create new Meta Data.

3. Capture values for Name, Description. If needed specify a Default Value if needed and indicates if the values should be encrypted.

4. Click the Update button to save the record or click the Cancel button to cancel any changes that you made and return to the previous window.

Edit a Meta Data Tag

1. Click Manage > Meta Data.

2. Click the icon to edit or update existing Meta Data.

3. Edit the values as needed. Important to note, if you change the Name value AND if the setting is read in task configuration, then the configuration settings will need updating as well.

4. Click the Update button to save the record or click the Cancel button to cancel any changes that you made and return to the previous window.

Delete a Meta Data Tag

1. Click Manage > Meta Data.

2. Click the icon to delete existing Meta Data. A message will be show to "Are you sure you want to Delete this Metadata?". Click OK to delete the record.