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Allows you to add a list of the workflows (used to be panels) that can be configured in the workspace wizard to enter information for the workspace dialog created here. Here you can select the panels to be displayed in the wizard. Click the Edit button in the far right column to edit the panel. In the Edit Workflow window, type information in the provided fields, based on the table below, then click Update.
The list of information displays in the following columns in the Workflow:
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Note: The panels that have metadata specified here, will be displayed in the request workflow to enter information for the dialog. For 'Grant Access' and 'Create Channel', Unique Metadata is not mandatory. | ||
Field | Description | Metadata | Select the metadata from the drop-down. To assign a metadata, either click the drop-down
Field | Description | |
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Metadata | Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata. | |
Default Value | Select the default value to be assigned to the metadata. Manually enter a value for the field or the drop-down will display values if it is assigned in Administration>Metadata>Manage. | |
Display Label | Enter a display name for the metadata. Make this as specific as needed to differentiate between similar metadata names that may exist. | |
Help Text | Enter help text to be displayed as a tool-tip on the custom field. | |
Type | Select the type of metadata from the drop-down. Options include:
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Look Up | Select Yes to include the Metadata as a look up field. Note: This option is disabled for selection, if the Lookup option is set as No when adding the Metadata in CAM. | |
Lookup Type |
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Create a new value? | Select value. Select Yes to add a new value to the look up field. A sign is added next to the look up field in the panel. | |
Lookup new Option | Select one of the following option:
Note: AutoGeneration is automatically done for the systemid column so that the references remain unique. Prefixes are also supported on top of the auto generated number. | |
Max Total digit for Metadatametadata | Only displayed if Generate New Number option selected Enter the length of the metadata to be generated for the custom entry (e.g. 5) | |
Is Id Parent based? | Selects if the id is parent based, to look up the metadata only on parent level, or across the entire system. E.g. Setting yes would look at parent metadata if there exists a record. | |
Start From | Only displayed if Generate New Number option selected Enter the lowest value for the generated metadata (e.g. 10)Prefix | Enter the metadata prefix |
Metadata Range From & To | Only displayed if Generate New Number option selected Enter the lowest & highest value of the metadata range that can be accessed | |
Is ID field hidden | Only displayed if Use description as alias option selected Select Yes to hide the field in the Create Workspace Wizard. | |
Order | Set the order of the metadata to be displayed on the panel. | |
Panel | Select the panel for the metadata to be displayed. Based on the selection here the fields will be displayed in the panel. | |
Editable | Select Yes to allow the metadata value to be edited in the workspace dialog. | |
Lock Existing Values | This option doesn't allow users to create a new workspace using previously added values of specific metadata, locking the existing metadata. When a new Unique Metadata field in Configure Wizard is added, the option to Lock Existing Values displays. If Lock Existing Values is selected as Yes, Create a new value option should be automatically selected as Yes. The option No should be disabled. Also, the Default Value option is disabled. If the Metadata with Lock Existing Values option is 'No', then users can only add values to Metadata by clicking the '+' button. After the user enters values for that Metadata, there is a validation to check if that value already exists. If the value already exists, the user should not be able to save that value. E.g. Lock existing set to yes and is parent set to yes, means the unique metadata field matter will not allow inputting duplicate matters if any parent matters exist. If no for parent, and yes for lock, then if the metadata exists in entire system, then the value can't be added, then if the metadata exists in entire system, then the value can't be added. |
Click Save to add unique metadata and click Cancel to close the dialog
Note: The panels that have metadata specified here, will be displayed in the request workflow to enter information for the dialog.
For 'Grant Access' and 'Create Channel', Unique Metadata is not mandatory.
The list of information displays in the following columns:
Column Name | Description |
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Metadata | Displays the metadata name |
Label | Displays the metadata label entered above |
Type | Displays the type of the metadata selected |
Order | Displays the metadata order assigned |
Panel | Displays the panel name the metadata is assigned to |
Edit | Click the button to edit the metadata details added |
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Note: The external system must be selected from the drop-down to enable the Add New button. Click the Add New button in the far right column to assign system metadata to the workspace. In the Add System Metadata window, type information in the provided fields, based on the table below, then click Save.the following dialog opens:
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It allows configuring automatically to notify when the workspace is created, to the current user who is requesting the workspace. In addition, this feature allows users to send an email notification to a group also while creating the workspace. This feature helps to send notifications to the bulk of users at the same time by creating a group.
Add the below parameters in the system metadata:
Click Next |
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