Metadata in Efecte allows for the customization and control over the behavior of attributes, folders, and other elements within the system. Through the use of name and value pairs, metadata enables the activation of specific features or modifications in functionality. For instance, setting a default URL for folder metadata facilitates Efecte Inspector scans.

From version 4.2 onwards, Efecte introduced special metadata configurations for reference type attributes, which are indicated in the metadata editor with a fixed metadata name. The Attribute handler guide provides detailed instructions on these configurations.

It's crucial to note that all metadata entries are case-sensitive and must be entered with exact precision. Typically, the first word in a metadata code is lowercase, followed by words that start with an uppercase letter, such as "showCode". When creating custom metadata names, it's advisable to follow this convention for consistency.

Metadata is commonly used for configuring special handlers for attributes, extending their capabilities beyond the default settings.

Metadata for General Attributes

For general attributes without special handlers, metadata primarily configures additional settings. To add metadata to an attribute:

1. Navigate to Templates in the main menu.
2. Locate and click on the desired attribute within the template tree.
3. Select "Attribute metadata" from the display menu to access the Edit metadata view.

The Attribute handler guide, accessible from the Edit metadata view, offers comprehensive details on utilizing general attribute metadata.

Folder Metadata

Folder metadata can influence attribute metadata when both are applied to the same item, with folder metadata taking precedence in such cases.

To add metadata to a folder:

1. Select the desired folder in the folder tree of the relevant ESM module or administrative view.
2. Choose "Metadata" from the display menu to edit the folder's metadata.

For further details on folder metadata, consult the Attribute handler guide available through the attribute editor's Edit metadata view and the Templates module display menu at the root level.

Handler Metadata

Special handlers assign specific functionalities to attributes, like auto-generating values or executing actions beyond the attribute's inherent capabilities. Certain handlers may require specific metadata settings for both the attribute and its associated folder to function correctly.

Handlers can be utilized across ESM modules, with some being exclusive to particular modules.

For more on handlers and their metadata configurations, refer to the Attribute handler guide found in the Edit metadata view within the attribute editor.

Creation and Editing of Metadata

To manage metadata:

1. Select the attribute or folder you wish to edit and open the Edit metadata view by choosing "Attribute metadata" or "Metadata" from the display menu.
2. To add new metadata, input the name and value and click "Save".
3. To edit existing metadata, update the name and/or value and click "Save".
4. To delete metadata, tick the "Delete" checkbox and confirm by clicking "Save".

This section underscores the importance of metadata in customizing the ESM platform to meet specific operational needs, enhancing both functionality and efficiency.