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Create Custom Metadata Fields

Please note that only Work Space Manager can create a custom Metadata fieldTo create a Custom Metadata field Log in to Kivo as a User wi...

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Written by Casey Huxtable

Please note that only Work Space Manager can create a custom Metadata field
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To create a Custom Metadata field

  1. Log in to Kivo as a User with the Work Space Manager Role
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  2. Click on the Settings Gear in the Lower Left Corner.
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  3. On the Settings Screen, Click on the Metadata tab
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  4. On the Metadata Tab, click on the Create Metadata button
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  5. The Create Metadata drawer is displayed
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  6. Select a document from the Document Type drop down menu.
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  7. Enter the Name of the field in the Name field.
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  8. Enter a Description (If necessary).
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  9. Select a Field Type from the drop down menu.
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  10. If the Metadata field is required, click on the "Answered Required" slider.
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  11. Click the Create Metadata Button to create the new metadata field.

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