Metadata

Metadata allows you to store information related to a specific account

After you have prepared a new report and thereby created accounts, you might want to have the ability to store related account information per account. Exivity allows you to do this at the accounts overview page but first we have to create a metadata before we can associate it to a report and its levels.

Step 1: Defining metadata fields

At the metadata page you define the type of form fields you want to use at the accounts overview page.

Defining form fields

Field label

The field label represents the name of your form field

Type

The type field represents the eventual value type. At this moment Exivity offers you the following types:

  1. String

  2. Number

  3. Date

  4. List

Validation

It is possible to configure field contents validation using a regular expression, by expanding the options on the right hand side. The below shows an example on how to define a GUID validation regex:

Field data validation

Always ensure to enclose your regex between two slashes (/), for example:

/^(\{{0,1}([0-9a-fA-F]){8}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){12}\}{0,1})$/

Step 2: Associate metadata to report levels

Now that we have defined the metadata, we would like to associate it to a report and its levels at the reports page. You can associate different metadata to each level within the same report.

Associating metadata to report levels

If you are updating or creating a report, do not forget to (re-)prepare your report.

Step 3: Store related account information

We are now fully setup to store related information at the accounts overview page.

Storing address information for an account