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Metadata Type

Metadata Type Summary

The Metadata Type Summary screen displays all metadata type classifications configured in the system. Navigate to it via Home > Vendor > Metadata Type.

The summary grid shows the following columns:

ColumnDescription
MetadataType NameThe name of the metadata type classification (e.g. "Function", "Grade", "Tax")
DescriptionThe description for this metadata type
ActionView (👁), Edit (✏), and Delete (🗑) icons

Use the Clear Filter button to reset any applied column filters.

Add a Metadata Type

  1. Click the + Add button on the top right of the Metadata Type Summary screen.

  2. The Add Metadata Type screen opens.

    Note

    Mandatory fields are indicated by the * next to the name

    Fill in the following fields:

    • MetadataType Name* — Free text. Enter the name for the metadata type.
    • Description* — Free text. Enter a description for this metadata type.
  3. Click Save to create the record, or Cancel to discard.