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After completing this workflow, you can define structured Metadata key-value pairs once at the organization level, apply them across Runs, Assets, Rules, and other resources, and use them to filter and search with a consistent taxonomy across your team.

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Before you begin

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How Metadata works

A Metadata key is a structured label defined once at the organization level and applied to any supported resource in Sift, such as a Run, Asset, Rule, or Calculated Channel. Each key has a fixed data type (String, Number, or Boolean) that cannot be changed after creation, ensuring values remain consistent across the workspace. For example, you could define a key called test_phase of type String and apply it to Runs with values like EVT (Engineering Validation Test), DVT (Design Validation Test), or PVT (Production Validation Test). Any engineer on your team can then filter Runs by test_phase to find exactly the data they need.

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Create a Metadata key

Metadata keys are created in the Manage workspace and are available across the entire organization once created.
  1. Click your profile icon.
  2. Select Manage.
  3. In the Manage 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.

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Add values to a Metadata key

For String and Number keys, you can predefine a set of values that will appear as selectable options when the key is applied to a resource. This option is not available for Boolean keys, since their values are limited to true and false.
  1. Click your profile icon.
  2. Select Manage.
  3. In the Manage navigation menu, click Metadata.
  4. In the Metadata table, locate the Metadata key you want to add values to.
  5. Click Options.
  6. Select View values.
  7. In the Enter [data type] value box, enter a value.
  8. Click Add value.

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Apply Metadata to a resource

Once a Metadata key exists, you can apply it to any supported resource. The steps vary slightly depending on the resource type.

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Runs

  1. Select Runs in the navigation.
  2. Click the Run you want to add Metadata to.
  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 value.
  7. Click Save changes.

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Assets

  1. Select Assets in the navigation.
  2. Click the Asset you want to add Metadata to.
  3. Click Edit Metadata.
  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 value.
  7. Click Save changes.

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Rules and User-Defined Functions

Rules and User-Defined Functions follow the same pattern and both require publishing after saving.
  1. Select Rules or User-Defined Functions in the navigation.
  2. Click the resource you want to add Metadata to.
  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 value.
  7. Click Save.
  8. Click Publish.

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Reports

  1. Select Reports in the navigation.
  2. Click the Report you want to add Metadata to.
  3. Click Edit Metadata.
  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 value.
  7. Click Save.

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Report Templates

  1. Select Report Templates in the navigation.
  2. Click the Report Template you want to add Metadata to.
  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 value.
  7. Click Save changes.
  8. Click Save.

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Campaigns

  1. Select Campaigns in the navigation.
  2. Click the Campaign you want to add Metadata to.
  3. Click Add Metadata.
  4. In the Select or create key list, select a Metadata key.
  5. In the Enter or select value list, select a value.
  6. Click Save.

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Calculated Channels

  1. Select Calculated Channels in the navigation.
  2. Click the Calculated Channel you want to add Metadata to.
  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 value.
  7. Click Save.
  8. Click Save changes.

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Filter resources by Metadata

Once Metadata is applied to resources, use it to filter and find specific resources across your workspace.
  1. Select the resource type you want to filter in the navigation (for example, Runs or Assets).
  2. Click Metadata.
  3. In the Select key list, select a Metadata key.
  4. In the Enter or select value box, enter or select a value.
  5. Optional: Click + Add to add additional Metadata filters.

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Reference