SharePoint Records Management Wizard - Metadata

The Metadata wizard screen provides an easy to use interface to assign Metadata to the created hold. Each hold created in the Records Center contains Metadata. The Metadata contains the Title, Description and Managed By information. This Metadata information is added to the hold by using the Metadata tab.

To add Metadata, select the value and click Assign

Fig. 1. SharePoint Records Management Event Wizard - Metadata

Feature	What it is	How to use it
Assign	To assign Metadata, select the Drop Down Arrow and select the relevant option: Specific value for selected column All columns from existing XML Field All columns from new Process XML Field All columns from new Activity XML Field	Select an option
Clear	Removes the selected Metadata	Click on the configured setting and select this option, to remove a configured setting
Clear All	Removes All the configured Metadata	To remove all the configured settings, select this option
Title	Displays the title of the Metadata	User Reference
Type	Displays the type of Metadata	User Reference
Required	Displays whether the value is required	User Reference
Value	Displays the value	User Reference

Assign Metadata values

Depending on the selection made on the Assign tab, the following screens will be displayed that can be used to assign specific Metadata values to the selected Metadata fields.