Metadata Overview

Metadata is used to describe the structure of computer systems such as tables, columns, and indexes. The metadata lists the things that you need to manually setup or should be present in the target database before you perform the import.

If you are importing a workflow into a new database, you must manually add all custom fields, source fields, and such to the new database before importing the workflow type. This means that you can check those pre-requisites using the View Metadata button on the Import Workflow Type Dialog Box to ensure that your import will be successful.

Metadata Example for a BCR Workflow Type

Here is an example of the contents of a metadata for a BCR workflow type.

1st Section of Metadata

The first section contains the Workflow Type name and the UID of the Workflow Type.

2nd Section of Metadata

This section displays the information about the Workflow Category.

For more information, see Add a Workflow Category.

3rd Section of Metadata

This section details the information about the Custom Fields (PM Compass » Administration » User Defined Data » Area = All Workflows » Custom Fields)

Confirm all of these fields have been added to your database and have the settings displayed.

4th Section of Metadata

This section details the information about the Source Fields (PM Compass » Administration » User-Defined Data » Area = All Workflows » Source Fields)

For more information, see Process for Adding Fields to a Form.

What do you want to do?

Add a custom field to a form

Add a source field to a form

Import a workflow type

Learn about workflow type import and export