Configure a Form Version Metadata

   Journey Manager (JM) The transaction engine for the platform.  |    Form BuilderPlatform Developer  |  18.05 This feature was removed in 18.05

Manager allows you to view and update metadata of a form version. Metadata can be used to run queries on the set of forms defined in Manager using a Web Service API. Each form version maintains its own set of organization and form metadata independently.

To add a metadata value:

1. Select Forms > Forms.
2. Locate a form and click Edit.
3. Select a form version.
4. Select the Form Tags tab and click New.
5. Choose a metadata tag to assign a value to from the Tag Name dropdown. If no suitable metadata tag exists in the system, you can either create one first, or leave the Tag Name dropdown blank.
6. Provide a name in the Name field.
7. Select a data type from the Data Type dropdown list.
8. Select a scope from the Scope dropdown list.
9. Set a value for this metadata for this particular form version in the Value field.
10. Click Save to update the changes. You will see that the metadata value has been added to the "Form Tags" tab.

To configure the form version metadata:

1. Select Forms > Forms.
2. Locate a form and click Edit.
3. Select a form version.
4. Select the Form Tags tab to view and update tags.
5. Click Save to update the changes.

Click Sync Org Tags to synchronize organization metadata values with the current values stored for the organization.

Click Validate Tags to validate the metadata values for the form version. Any errors, such as missing values for required metadata tags, will be reported so you can correct them.

Next, learn how to configure services for a form version.