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Manage Metadata (Beta)

Overview

This guide shows how to manage Metadata using the Metadata page in Sift's Manage Workspace.

General

Create a Metadata key

To create a Metadata key in the Metadata page of Sif'ts Manage workspace:

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. Click + Create Metadata Key.
  5. In the Name box, enter a name for the Metadata key.
  6. In the Type list, select a data type for the Metadata key.
  7. Click Create.

Metadata keys are organization-wide and can be applied across all resource types (for example, an Asset). Once created, the key's type cannot be changed.

Add a value to a Metadata key

To add a value to a Metadata key in the Metadata page:

This option is not available for boolean keys, since their values are limited to true and false.

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row for the Metadata key to which you want to add a value.
  5. In that row, click Options.
  6. Select View values.
  7. In the Enter [data type] value box, enter a value for the key.
  8. Click Add value.

Values you add are automatically available as selectable options when this Metadata key is applied to resources (for example, and Asset).

View the values of a Metadata key

To view the values of a Metadata key:

This option is not available for boolean keys, since their values are limited to true and false.

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row of the Metadata key to which you want to view its values.
  5. In that row, click Options.
  6. Select View values.

Search for a resource type using a Metadata key(s)

To search for a resource type using a Metadata key(s):

  1. Click your profile icon, which shows the first initial of your account name.
  2. Click one of the following tabs:
    • Runs
    • Assets
    • Annotations
    • Rules
    • Reports
    • Report Templates
    • Campaigns
    • Calculated Channels
    • User-defined Functions
  3. Click Metadata.
  4. In the Select key list, select a Metadata key.
  5. In the Enter or select value box, enter a value key.
  6. Optiona: Click + Add.

Archive a Metadata key

To archive a Metadata key:

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row of the Metadata key to archive.
  5. In that row, click Options.
  6. Select Archive.
  7. Click Archive.

Delete a Metadata key

To delete a Metadata key:

  • You can delete a Metadata key only if it is not associated with any resources (for example, an Asset).
  • Deleting a Metadata key permanently removes it from all resources where it is applied. This action cannot be undone.
  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row of the Metadata key to delete.
  5. In that row, click Options.
  6. Select Delete.
  7. Click Delete.

Archive a value of a Metadata key

To archive a value of a Metadata key:

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row of the Metadata key that has the value you want to archive.
  5. In that row, click Options.
  6. Select View values.
  7. In the Values table, locate the row of the value you want to archive.
  8. In that row, click Options.
  9. Click Archive
  10. Click Archive

Delete a value of a Metadata key

To delete a value of a Metadata key:

  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Mange navigation menu, click Metadata.
  4. In the Metadata table, locate the row of the Metadata key that has the value you want to delete.
  5. In that row, click Options.
  6. Select View values.
  7. In the Values table, locate the row of the value you want to delete.
  8. In that row, click Options.
  9. Click Delete
  10. Click Delete

Runs

Add a Metadata key to a Run

To add a Metadata key to a Run:

This action assumes the Metadata key you want to add to a Run has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. In the Runs table, click the row of the Run to which you want to add a Metadata key.
  3. Click Edit.
  4. Click + Add Metadata.
  5. In the Select or create key list, select a Metadata key.
  6. In the Enter or select value list, select a key value.
  7. Click Save changes.

Assets

Add a Metadata key to an Asset

To add a Metadata key to an Asset:

This action assumes the Metadata key you want to add to an Asset has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Assets tab.
  3. In the Assets table, click the row of the Asset to which you want to add a Metadata key.
  4. Click Edit Metadata.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save changes.

Annotations

Add a Metadata to an Annotation

To add a Metadata key to an Annotation:

This action assumes the Metadata key you want to add to an Annotation has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Annotations tab.
  3. In the Annotations table, click the row of the Annotation to which you want to add a Metadata key.
  4. Click Actions.
  5. Select Edit Annotation.
  6. Click Edit Metadata.
  7. Click + Add Metadata.
  8. In the Select or create key list, select a Metadata key.
  9. In the Enter or select value list, select a key value.
  10. Click Update.

Rules

Add a Metadata key to a Rule

To add a Metadata key to a Rule:

This action assumes the Metadata key you want to add to a Rule has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Rules tab.
  3. In the Rules table, click the row of the Rule to which you want to add a Metadata key.
  4. Click Edit.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save.
  9. Click Publish.

Reports

Add a Metadata key to a Report

To add a Metadata key to a Report:

This action assumes the Metadata key you want to add to a Report has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Reports tab.
  3. In the Reports table, click the row of the Report to which you want to add a Metadata key.
  4. Click Edit Metadata.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save.

Report Templates

Add a Metadata key to a Report Template

To add a Metadata key to a Report Template:

This action assumes the Metadata key you want to add to a Report Template has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Report Templates tab.
  3. In the Report Templates table, click the row of the Report Template to which you want to add a Metadata key.
  4. Click Edit.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save changes.
  9. Click Save.

Campaigns

Add a Metadata key to a Campaign

To add a Metadata key to a Campaign:

This action assumes the Metadata key you want to add to a Campaign has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Campaigns tab.
  3. In the Campaigns table, click the row of the Campaign to which you want to add a Metadata key.
  4. Click + Add Metadata.
  5. In the Select or create key list, select a Metadata key.
  6. In the Enter or select value list, select a key value.
  7. Click Save.

Calculated Channels

Add a Metadata key to a Calculated Channel

To add a Metadata key to a Calculated Channel:

This action assumes the Metadata key you want to add to a Calculated Channel has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the Calculated Channel tab.
  3. In the Calculated Channel table, click the row of the Calculated Channel to which you want to add a Metadata key.
  4. Click Edit.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save.
  9. Click Save changes.

User-defined Functions

Add a Metadata key to a User-defined Function

To add a Metadata key to a User-defined Function:

This action assumes the Metadata key you want to add to a User-defined Function has already been created on the Metadata page. If not, see the following section: Create a Metadata key.

  1. In Sift, click .
  2. Click the User-defined Function tab.
  3. In the User-defined Function table, click the row of the User-defined Function to which you want to add a Metadata key.
  4. Click Edit.
  5. Click + Add Metadata.
  6. In the Select or create key list, select a Metadata key.
  7. In the Enter or select value list, select a key value.
  8. Click Save.
  9. Click Publish.

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