Configure Metadata to Support Your Workflow
Objective: Let Portfolio support your organization by creating custom metadata fields
Portfolio supports hundreds of standard metadata fields, including EXIF, IPTC, Movie, MS Office, Geo, and XMP. You can also create custom metadata fields pertinent to your business model, such as unique identifiers, advanced workflows, or to display custom data embedded into your digital assets by other tools. For example, if your organization uses product SKUs, you can add a custom field allowing the SKUs to be viewable and searchable within the Portfolio Client.
Create a Custom Metadata Field
Create a custom metadata field in the Portfolio Server
- Select the Catalogs tab
- Select the Fields column
- Create a new field by selecting the "+" next to Fields
- Name your custom field
- Click Create
See the Custom Field in Action With the Portfolio Client
Now that you've added that new custom field, your Portfolio Client users can see this field as a metadata field option in the Portfolio Client. Let's expose this in the Fields Panel.
Display the custom metadata field in the Portfolio Client:
- Select the caret to expose the fields menu
- Click on My Filtered Fields to display the dropdown menu
- Click on Edit Fields
- Drag your desired field from the All-Fields column to the Selected Fields column, or remove fields you don’t want and drag up-and-down to rearrange.
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