Configure Custom Properties (Metadata)

You can add metadata through custom properties so that users can quickly categorize files and folders with additional descriptions, known as metadata. For example, perhaps you need to track the effective date of a policy. You could create a custom property called “Effective” that lists fields such as start date and end date You could even add a list of reasons to choose from if the policy is no longer effective.

You, as service administrator, create the custom properties and enable them to show up in the user interface for files and folders. Then people with the Owner, Manager, or Contributor role apply the custom properties to files and folders. People with the Viewer or Downloader role can view any properties that are set.

To create custom properties:

1. After you sign in to the Oracle Content and Experience Cloud web application as an administrator, click Settings in the Administration area of the navigation menu.

2. In the Settings menu, click Tags and Metadata.

3. Next to Custom Properties, click New Group to create a group of fields associated with the property.

4. Enter a name for the property.

5. Click Add to create a new field.

   Add fields in the order you want them to appear to users.

6. Select the type of field you want to create (Text, Date, Number, or Boolean).

7. Enter a label for the field.

8. If you want to set a default value for the field, enter the Default Value.

9. For text fields, you can add a Hint to the field to clarify what the field is for.

10. If you want to set a value that users can’t change, enter the Default Value, then set Read-Only to Yes.

11. When you’re done, click Add.

To see how your custom property fields will appear to users, click the property.

To add new fields, edit fields, or delete the property, click .

When you’re done creating properties, select Enabled to make them appear in the user interface for files and folders.