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titleUnique Metadata
  • Allows you to add unique metadata to the workspace dialog created here. This metadata is displayed in the selected panel.

  • Click the Add New button in the far right column to assign unique metadata to the workspace. In the Add Unique Metadata window, the following dialog opens -

Field

Description

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>ManageAdministration>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:

  • Date: Represents date value (e.g. 2018-10-10)

  • String: Alphanumeric characters (e.g. cam123)

  • Boolean: Represent logical values (e.g. True or False)

  • Number: Numeric data values (e.g. 1,2,3)

  • Currency: Represents integer format (e.g. 123.456)

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

  • Internal - The values in the drop-down are populated from the CAM metadata. You can select the metadata values from the drop-down.

  • External - The values in the drop-down are populated from the configured external system. You can select the metadata values from the drop-down.

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:

  • Generate New Number - CAM automatically generates a numeric value based on the Max digit and Metadata range specified in the dialog.

  • Use description as alias - CAM will auto add the metadata name as the alias metadata ID The Create a new value must be set to Yes.

  • Generate read only new number : Allows a read only field in the Workflow.

  • Generate new number and hide: (For hidden system fields like systemid)

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.

Total digit for metadata

Only displayed if Generate New Number option selected

Enter the length of the metadata to be generated for the custom entry (e.g. 5)

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 YesCreate 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.

  • 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

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

Expand
titleSystem Metadata
  • Allows you to add metadata to the external system. This metadata is displayed in the panel selected. Select the external system from the drop-down in the system metadata panel.

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, the following dialog opens:

Field

Description

Metadata

Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

Info

Tip: To assign a template to the workspace, select the Template metadata here. The default value field will display a list of all the available templates for selection.

Default Value

Displays a drop-down if a value is assigned in Administration>Metadata>Manage. Select the default value to be assigned to the metadata. If no values are available, you can enter a value for the field.

Is Hidden

Select Yes to hide the field. The field will not be displayed in the Workspace Wizard.

Conditional Display

Click Conditional Display, the following dialog opens:

  • You can set options for the system metadata to be displayed only if the condition criteria specified here is met.

  • Select the metadata and set the condition and value to be matched. The metadata will only be displayed if the condition entered here met.

  • Click Save to save the metadata and click Cancel to cancel the dialog

  • Click Delete to remove conditional metadata

Is Read Only?

Select the value for read only value.

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:

  • Date - Represents date value (e.g. 2018-10-10)

  • String - Alphanumeric characters (e.g. cam123)

  • Boolean - Represent logical values (e.g. True or False)

  • Number - Numeric data values (e.g. 1,2,3)

  • Currency - Represents integer format (e.g. 123.456)

Look Up

Select Yes to include the Metadata in the look up search fields to be applied to the external systems.

Note: This option is disabled for selection, if the the Lookup option is set as No when adding the Metadata in CAM.

Lookup Type

  • Internal - The values in the drop-down are populated from the CAM metadata. You can select the metadata values from the drop-down.

  • External - The values in the drop-down are populated from the configured external system. You can select the metadata values from the drop-down.

Create a new value?

Select the value for read only value. Select Yes to add a new value to the look up field.

Lookup Option

Generate New Number - CAM automatically generates a numeric value based on the Max digit and Metadata range specified in the dialog.

Use description as alias - CAM will auto add the metadata name as the alias metadata ID The Create a new value must be set to Yes.

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.

Total digit for Metadata

Only displayed if Generate New Number option selected

Enter the length of the metadata to be generated for the custom entry (e.g. 5)

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

Order

Set the order of the metadata to be displayed on the panel.

Panel

Select the panel for the metadata to be applied.

Editable

Select Yes to allow the metadata value to be edited in the workspace dialog.

Required

Select Yes to set the metadata field as a mandatory field on the panel. A value must be specified for the field.

Note: If a field is Required and Hidden, a default value must be specified.

  • Click Save to add unique metadata and click Cancel to close the dialog

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