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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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On this page
  • Accessing Meta Data Management
  • Add a Meta Data Tag
  • Edit a Meta Data Tag
  • Delete a Meta Data Tag

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  1. How-To Guides
  2. Meta Data Management

Meta Data Management in WorkFlow

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Last updated 8 months ago

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

  3. 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. 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.

  3. 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.

Click the icon to create new Meta Data.

Click the icon to edit or update existing Meta Data.

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.

Fig 1. Access to manage Meta Data
Fig 2. Meta Data Page