Table of Contents
Apply metadata macros
04. May 2026
Table of Contents
Creating a metadata macro
To apply a metadata macro, you first need to create one. Once created, you can copy and edit a macro and rearrange the order of macros if necessary. Macros are applied in sequence, beginning with the first on the list. If you have a large workflow with several macros, you may need to rearrange the order so that specific macros are applied before others.
- Select Apply metadata macros.
- Select Create.
- Enter a name for the macro (maximum 50 characters).
- Select Add operation.
- Select values from the drop-down lists for the field and operation. You can have as many operations as necessary.
- Enter a value in the Value field, or select Insert field to select the field from a drop-down list.
- Select Add condition. You can add only one condition.
- Select values from the field and evaluation operator drop-down lists.
- Enter a value in the Value field (if relevant).
- Select Save.
Copying and editing a metadata macro
To copy a macro, select the three dots > Duplicate.
_COPY is automatically applied to the macro name. To make changes to the copied macro, select the three dots > Edit.
Rearranging the order
You can move macros by selecting the blue area and dragging the macro to a different position in the list.
To return to the original order, select Reset order.