Meta Data Management in WorkFlow Designer

Accessing Meta Data fields editor

1. In the Business Groups tab double click on a Business Group. This will show the Roles linked to the Business Group.

2. Click on any Role. In the Properties pane for the Role click on the ellipses (...) button in MetaData field. This will open the Meta Data Editor that is used to edit the values for the Role. Click on the Meta Fields Editor button. This will open a new window where you can manage Meta Data fields as shown below.

Fig 1. Access to Meta Data field

Fig 2. Meta Data Editor and Meta Data Fields Editor

Add a Meta Data Field

1. In the Meta Data Field Editor click on the Add button. This will add a new entry in the left pane.

2. Select the newly added entry. This will show the properties in the right pane as shown below.

Fig 3. Adding new Meta Data field

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

2. Click on OK to save the new field.

Edit a Meta Data Field

1. In the Meta Data Field Editor click on the field that you want to edit. This will show the properties in the right pane as shown below.

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

3. Click on OK to save the the changes.

Delete a Meta Data Field

1. In the Meta Data Field Editor click on the field that you want to delete.

2. Click on Remove.

3. Click on OK to save the the changes.