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titleWhy Can't I see the Metadata Tab?

Your Administrator must grant you permission before you can see the Metadata tab in the User Dashboard.

Ask your Administrator to grant you permission to access Metadata. Your administrator can grant the following types of permissions:

  • Write access - you can add metadata sets to files and folders, edit respective values and remove sets.
  • Read access - you can ONLY view values of the already associated metadata sets.

What do you want to do?


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titleSee a Description of Metadata Terms

Figure 1. Metadata Terms


File Object

Metadata

Attribute

Metadata Set

Tag

Every file and folder that exists in FileCloud.




Information about the file data.

Describes files and folders available in the system.



A single piece of information that describes the File Object.

In FileCloud attributes are defined as a part of the metadata set.



A set of metadata attributes that might be logically grouped and can be attached as a single entity to File Objects.



a special type of attribute (referred to as the Array attribute type) that allows users to provide multiple custom values for each File Object.

For example:

  • a resume

For example:

  • Lives in the Human Resources Folder
  • Has a created date
  • Has a modified date

For example:

  • the candidate's photo in their resume

For example, resumes will always have:

    • Photo
    • Name
    • Address
    • Experience
    • Education

For example:

HR wants to tag a resume  status as:

  • Candidate
  • New Hire
  • OnBoarding


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titleAssociate Metadata Sets with File Objects

To add a metadata set to a file or folder:

  1. Select one of the available metadata sets. NOTE: The metadata set must not already be attached.
  2. Click the Add button.
  3. The newly added metadata set with corresponding attributes will be displayed.
  4. You can edit the default values if necessary.

To remove the metadata set association:

  1. Click the Remove metadata set icon.
  • A confirmation will appear
  • Once confirmed the respective values will be removed as well
  • This operation cannot be undone

Watch a video about Associating Metadata Sets with File Objects.


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titleEdit Attribute Values

Users with write permissions can edit attribute values for a given metadata set. Once corresponding "Save" button is clicked, values are validated and saved when validation succeeds.

Info
titleRequired values

Some attributes might be marked as required. For those attributes non-empty value has to be provided. They are marked in the UI with an asterisk - *.


Info
titleTag Input editor

Tag input is a custom editor that allows users to provide multiple values for a single attribute with a better experience. It looks like a regular TextBox but supports multiple values. When user writes a string and presses the Enter or enters a comma a new value is added to the control. It's called a Tag and appears as a text in a blue rectangle. Values can be removed by pressing the cross icon. It is used as the editor for the Array attribute type (in the User Core UI) and as the editor for Predefined values for enumeration attribute type (in the Admin UI).


Watch a video on Editing Attribute Values.


 Searching for Metadata.

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