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Creating custom metadata

You can create custom metadata for record categories, record folders, records, and non-electronic documents. When you create custom metadata, you can't delete it.
  1. Click Custom Metadata in the RM Admin Tools.
  2. Select an option in the Object column: Non-Electronic Document, Record, Record Category, or Record Folder.

    The right column lists any custom metadata that's already been defined for the selected object.

  3. Click New.

    The New Metadata page displays.

  4. Type a name for the metadata in the Name field.

    This name is used as the label on the Edit Metadata page.

  5. Select a data Type.

    The type can be of the following values:

    Type Description
    Text Adds a text field to the Edit Metadata page. When you select this option, you can select the Use selection list check box, so instead of a text field there will be a selection menu of the list created with the List of Values tool.
    Check box Adds a check box to the Edit Metadata page.
    Date Adds a date field to the Edit Metadata page.

    Note: The Use selection list option is only available if a list has been created with the List of Values tool.
  6. To configure this metadata field as a selection menu:
    1. Select the Use selection list check box.
    2. Select a list name from the menu.
  7. Select the Mandatory check box to set this metadata to be mandatory on the Edit Metadata page.

    Note: Mandatory metadata must be completed before a record can be set to completed.
  8. Click Create.
The new metadata displays in the right column of the Custom Metadata page.

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