You can create custom metadata for record categories, record folders, records, and
non-electronic documents. When you create custom metadata, you can't delete it.
- Click Custom Metadata in the RM Admin Tools.
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Select an option in the Object column: Non-Electronic Document,
Record, Record Category, or
Record Folder.
The right column lists any custom metadata that's already been defined for the selected object.
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Click New.
The New Metadata page displays.
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Type a name for the metadata in the Name field.
This name is used as the label on the Edit Metadata page.
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Select a data Type.
The type can be of the following values:
Type Description Text Adds a text field to the Edit Metadata page. When you select this option, you can select the Use selection list check box, so instead of a text field there will be a selection menu of the list created with the List of Values tool. Check box Adds a check box to the Edit Metadata page. Date Adds a date field to the Edit Metadata page. Note: The Use selection list option is only available if a list has been created with the List of Values tool. -
To configure this metadata field as a selection menu:
- Select the Use selection list check box.
- Select a list name from the menu.
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Select the Mandatory check box to set this metadata to be
mandatory on the Edit Metadata page.
Note: Mandatory metadata must be completed before a record can be set to completed.
- Click Create.
The new metadata displays in the right column of the Custom
Metadata page.