Using metadata

Metadata System Rules

Use Metadata system rules to manage the details included on your dashboards.
To access the
Metadata System Rules
 section, within your drop down menu, select
System admin
:
The
System admin
 page will be displayed. Within the System admin page, navigate to
System settings
 >
Metadata system rules
:
The
System rules
 page is displayed:
To edit a specific rule, click the pencil icon next to that rule:
The
Edit rule
 screen will be displayed:
Make the changes you need to make to this rule and select
Save
. For more information on how the metadata rules work and how they are explained, click here.
You will be returned to the
System rules
 screen. Select
Save
 to save your changes.
In addition, within the system rules page is described more here.

Mandatory email metadata preferences

As of 5.6, we have introduced the ability to make a user's email preference metadata mandatory, ensuring they do not miss out on any emails sent that are dependent on this metadata.
Once the metadata rules are set up as shown above, navigate to your profile dropdown>
System admin
 :
The
System admin
 screen opens. Within the
System admin
 screen, navigate to
System settings
 >
Metadata
:
The
Metadata
 screen opens. Within the
Metadata
 screen, select the metadata you wish to update:
You can now edit that piece of metadata. Within this screen, you see an option called
Mandatory in email preferences
:
Select the
Mandatory in email preferences
 check box and select
Save
.
This will make the metadata a required field.
Now, when a user is viewing their preferences via their drop-down menu >
My preferences
, the metadata you have set up will now be mandatory (denoted by the red star):
Now, if a user tries to save their preferences without selecting the required fields, an error message displays:
Forcing them to select the relevant metadata.

This article applies to:

  • Product: HighQ, HighQ
  • Sub Product: HighQ Publisher
  • Subject: Clients

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