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1 min read

Meta Data

Mar 3, 2023 10:14:44 AM

Prerequisites: Intermediate Training
Approximate Length: 1.5 Hours

Overview

This course covers how to build and apply a metadata taxonomy to Process Director objects for sophisticated categorization and searching, and how to export and import metadata between Process Director installations.

Acquired Skills

  • Create a metadata taxonomy.
  • Apply metadata to Process Director objects.
  • Construct a Knowledge View that uses metadata to filter results.

Designed For

  • Implementers
  • System Administrators

Topics Covered

  • What is metadata?
  • Metadata elements
  • Creating metadata
  • Applying metadata to objects
  • importing/Exporting metadata taxonomies
  • Using metadata with Knowledge Views

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.