Add Metadata to a Role

Use the Metadata tab to add metadata parameters.

Procedure

  1. In Roles, click a role to edit.
    You can filter the list by using the Search field.
  2. In Edit Role, click the Metadata tab.
    The list of metadata items appears with their data types, current values, and a delete option.
  3. Click Add Metadata to add a new parameter.
  4. Do one of the following based on the type of metadata parameter you are adding:
    • (Custom) To add a custom metadata parameter, select Custom, enter a unique name for the parameter, select a data type for it, and enter the value for the custom parameter. The data type must be one of: string, integer, decimal, boolean, or long.
    • (Icon Reference) To add the pre-defined metadata parameter for an icon reference, select Icon and enter the value for the parameter. Typically, the value is set to the URL that points to the image to be displayed on the UI. For example, use this option to replace a default icon on a page.
    • (Legal Reference) To add the pre-defined metadata parameter for a legal-text reference, select Legal and enter the value for the parameter. For example, use this option to insert legal text on a page.
    • (Display Order) To add the pre-defined metadata parameter for a MATRIXX display order, select MtxDisplay and enter the value for the item. The value (a string) is set to none or hidden to indicate not to show the item in the UI for standard users.
    Repeat this step as necessary.
  5. (Optional) Click in Value to edit the field.
  6. (Optional) Click Delete the selected object in the row of a metadata parameter to remove it.
  7. Click Save.