Managing company metadata fields

Note

You must be a company admin to manage company metadata fields.

Use metadata fields to capture additional information on assets. For example, you may have a Priority metadata field with Low, Medium, and High values. Metadata field values can be used as search criteria when searching for assets.

Metadata fields are displayed on the Asset details tab when viewing an asset. Users can change the field values. See Add and edit asset metadata.

You manage asset metadata fields at the company level. Any fields added at the company level that are not hidden are available in all assets and all projects in the company. In each project, the project admin can decide which metadata fields to show or hide. Any changes to metadata fields at the company level affect all projects in the company.

See Manage project metadata fields for information about managing project metadata fields.

  1. Click your avatar and choose Company settings.

    The Company settings pane opens.

  2. Click Metadata fields.

    Any metadata fields configured for the company are displayed.

  3. Add, edit, show, or hide fields, or manage list items for single-select fields.

Adding a new field

  1. Click Add field.

  2. Enter the Field name. The name cannot be more than 100 characters.

  3. Select the field type. You can add text or single select fields. A single-select field allows users to select one value from a list of values.

  4. Click the checkmark.

    The field is added. If you added a single-select field, add the list items. See Managing list items for single-select fields.

Managing list items for single-select fields

  1. Click Manage list items under the single-select field.

    The Manage list items pane opens.

  2. Perform any actions on the list items:

    • To add an item to the list, click Add item, enter the value, and click the checkmark.
    • To edit an item in the list, make any changes and click the checkmark.
    • To delete an item from the list, click X next to the item.

  3. Click Save to save the changes.

  4. Click the checkmark to save the changes for the field.

Editing field names

Enter the new name for the field and click the checkmark to save the change.

Showing and hiding fields

Toggle Show field and click the checkmark to save the change. Hidden fields are not displayed in assets or included in search results.