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Overview

In this tutorial, you’ll create and apply Metadata in Sift, then use it to filter a Run. Metadata helps you organize resources using consistent key-value pairs across your workspace.

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Prerequisites

  • At least one Run in your workspace

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Step 1: Understand Metadata in Sift

Metadata in Sift uses key-value pairs to organize and filter resources across your workspace. Each Metadata key is defined once and assigned a data type to ensure consistent values. Metadata values support three data types: string, number, and boolean. You can apply Metadata to the following resources: Runs, Assets, Annotations, Rules, Reports, Report Templates, Campaigns, Calculated Channels, and User-Defined Functions.

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Step 2: Create a Metadata key

Let’s create a numeric Metadata key.
  1. Click your profile icon, which shows the first initial of your account name.
  2. Select Manage.
  3. In the Manage navigation menu, click Metadata.
  4. Click + Create Metadata Key.
  5. In the Name box, enter the following: 
    priority_level
  6. In the Type list, select number.
  7. Click Create.

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Step 3: Add a Metadata key to a Run

Now, let’s add the created Metadata key to a Run.
  1. In Sift, click .
  2. In the Runs table, click the name of a Run to add the Metadata key you just created. Later in Step 5, you will have the option to remove the Metadata key. For now, we will use this Run as an example to demonstrate how Runs, like all Sift resources, can support Metadata.
  3. Click Edit.
  4. Click + Add Metadata.
  5. In the Select or create key list, select priority_level.
  6. In the Enter number list, enter the following (where 1 on the 1-5 scale refers to high priority): 
    1
  7. Click Save changes.

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Step 4: Locate a Run by its Metadata key

Let’s locate the Run using the priority_level Metadata key.
  1. In Sift, click .
  2. In the Runs tab, click Metadata.
  3. In the Select key list, select priority_level.
  4. In the Enter number box, enter 1.

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Step 5 (optional): Remove Metadata key

To remove the Metadata key added to the Run, consider the following steps:
  1. In the Run’s overview page, click Edit.
  2. In the Metadata section, locate the priority_level key.
  3. Click Remove.
  4. Click Save changes.

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Conclusion

You created a Metadata key, applied it to a Run, and used it to filter resources in Sift. Metadata helps you organize your workspace and quickly locate the data you need.

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