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  1. The following screen describes how to create metadata after clicking Create Metadata.

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Info

Note that only numbers, letters and underscores are allowed for the Metadata Key field. No non-alpha numeric characters are supported.

Fields

Description

Key Name

Enter the unique Metadata key name.

Display Name (CAM)

Enter the display name reflected in the column name in the grid on the Cases tab in the CAM app.

ID Field Name

Enter the valid Metadata id name.

Description Name

Enter the description about the metadata. It is an optional field.

Type Field Name

New in 2023, allows to set or import the type name. For example, when using a piece of metadata like Author from NetDocuments, they type would come over from ND.

Comments 

Enter the more information about the metadata.

Data Type

Select the data type from the list.

Authority 

Select the Authority from the list.

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