How to design a custom metadata form

You can design a Portal’s custom metadata form and design reusable templates for custom forms.

You can design a Portal’s custom metadata form in the Custom Form tab of the Portal editor. You can also add fields from a template. You can design a template for custom forms in Metadata Forms.

Adding a Custom Metadata Form to a Portal

You can create a new custom form, or start with a form template in the Metadata Forms tab in the Settings for a team.

Each portal has its own form. When you duplicate a Portal, create a Portal, or use a form template, MASV makes a copy of the form for the Portal. In other words, any changes you make in one form do not affect other forms.

Editing a Portal’s Custom Metadata Form

At the top of a Portal’s Custom Form tab, you can do these things:

• Form Name: Enter a name for the custom form. This is the name that MASV uses if you select Save form as template.
• Enable this form: Enable or disable this form. When you disable a Portal’s metadata form, MASV does not collect or include metadata with the packages you receive. Changing this option affects only new transfers, not existing transfers.
• Select delivery formats: Choose the file formats for the metadata files that MASV adds to the packages you receive from this Portal. You can also choose to receive metadata in the email notifications for transfers.

At the bottom of a Portal’s Custom Form tab you can manage the form itself:

• Preview: See what Portal’s metadata form will look like to the Portal senders. You can also export sample metadata files. 
• Save form as template: Make a copy of this Portal’s form as a template with Form Name. This lets you reuse this form in other Portals. You can edit the template in Metadata Forms.
• Clear this form from this portal: Delete all the fields in this form. Deleting the form can’t be undone!

Working with Metadata Fields

When designing a form, you can add, delete, edit, and rearrange fields.

• A: Drag the field up or down to arrange a form’s fields in the order you want. 
• B: Select to hide or show the field’s settings. You can also select Collapse or Expand to see an overview of all fields or details for each field.
• C: Select + to add a new field, then choose the type of field you want to add.
• D: Select the field you want to delete, select the trash button, then confirm your decision. Deleting a field can’t be undone!

Managing Templates for Custom Metadata

You can see and manage templates for custom metadata with Metadata Forms in the Settings for a team.

Use the Actions dropdown menu to do these things:

• Preview: See what a Portal’s custom metadata form looks like to Portal senders. You can also export sample metadata files. 
• Duplicate: Make a copy of the metadata template. 
• Edit: Edit the template’s metadata file formats and fields.
• Delete: Delete the template. Deleting a template can’t be undone!