Metadata
Metadata allows you to store information related to a specific account or service
After you have prepared a new report and thereby created accounts, you might want to have the ability to store related account information per account. Exivity allows you to do this at the accounts overview page but first we will have to create a Metadata Defenition before we can associate it to a report and its levels. Apart from applying etadata to Accounts, as of version 2.10.1 it is also possible to apply metadata to Services.
Step 1: Defining metadata fields
At the metadata page you define the type of form fields you want to use at the accounts overview page.
Field label
The field label represents the name of your form field
Type
The type field represents the eventual value type. At this moment Exivity offers you the following types:
String
Number
Date
List
Validation
It is possible to configure field contents validation using a regular expression, by expanding the options on the right hand side. The below shows an example on how to define a GUID validation regex:
Always ensure to enclose your regex between two slashes (/), for example:
Step 2: Associate metadata to report levels
Now that we have defined the metadata, we would like to associate it to a report and its levels at the reports page. You can associate different metadata to each level within the same report.
If you are updating or creating a report, do not forget to (re-)prepare your report.
Step 3: Store related account information
We are now fully setup to store related information at the accounts overview page.
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