Metadata Settings

Metadata is structured information attached to assets (such as images, videos, documents...) that describes or categorizes them.

What are Metadata Settings?

Metadata Settings allows you to create and configure metadata fields to be attached to your assets. These fields will appear in the Uploader, helping users input descriptive information when uploading asset. For example: social status, content type, creator, release date, etc.

How to use Metadata Setrings?

⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”.

🔹 Step 1: Navigate to Metaadata Settings

Go to: Client Profile → Settings tab → Metadata Settings

🔹 Step 2: Add a New Metadata Entry

Click the Add Metadata options button. A new entry will appear (e.g., Entry 1).
Enter the field name in the title box (e.g., type Author).

🔹 Step 3: Configure Data Type and Options

You will need to define the type of data users will input into this field:

Select Type: Click the dropdown menu next to the field name (currently showing Type) to select the appropriate data type:
- Text: Allows the entry of letters, numbers, and free-form characters (e.g., Used for Author Name, Short Description).
- Date: Allows the user to input or select a date value from a calendar (e.g., Used for Release Date, Copyright Expiry Date).
Enter Description: (Optional) Enter a brief description of the field's purpose to guide users.
Set Default Value: (Optional) This value will automatically populate the field if the user does not enter any information.
Selectable Options: (Only applicable for Text fields) Enter your optional values, then press Enter after each value. This action will convert the field into a dropdown menu, allowing users to select only predefined values.

🔹 Step 4: Set Mandatory Rules and Add Conditional Metadata Setting

1. Set Mandatory Rules

Use the two checkboxes at the end of the section to control how this field behaves in the Uploader:

Include in Uploader:
- Enable this to show the field in the upload interface.
- If you disable this option, the field will not appear in the Uploader; however, the Metadata field will be retained in the system's configuration. You can easily re-enable it at any time without having to recreate the field from scratch.
Is Required: Enable this to make the field mandatory during upload.

2. Show metadata entry in Uploader when 1+ metadata value are entered in any of the following entries

Select one or more related entries (e.g: Platform).
When uploading, if the user selects a metadata value from Plaform, the current entry will automatically appear (expand) for further metadata value selection.
Leave it empty → the entry will always be displayed.

3. Require dependent metadata from another entry

In the section “Optionally require certain metadata value are entered from the dependent entry list”

Select a dependent entry (e.g: Platform).
If specific metadata value from this dependent list are chosen, the system may require the user to also select at least one metadata value from the current entry.
Leave it empty → the system will by default require at least one metadata value from any dependent entry (if the rule is enabled).

The entries will appear as headings in "Asset Details step" of the Uploader for all Users in the Account.