Box - Set file metadata

The Box - Set file metadata action A tool for building the processes, logic, and direction within workflows. updates values of the metadata attributes you select for the specified file in Box.

Note: Metadata templates and custom metadata require Box Enterprise.

For more information about the Box connector, go to Box.

Configure the Box - Set file metadata action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add, rename, and copy actions.

  2. Select a Connection. If you do not have a connection, see Add a connection.
  3. In Select a source type, select Path or File ID.
  4. Specify the File path, File variable or File ID based on what you selected in Select a source type:
    • File path: The path to the file. You can also browse the folder structure using the browse icon ().

    • File ID: The unique identifier file ID number.

Maintain path integrity

Caution: If a file/folder that's used in a workflow is moved, renamed, or deleted, any workflows that use that file/folder will not start or will fail. Make sure you keep the paths in your workflow configurations up to date.

Box - Set file metadata action fields, buttons, and settings

Section

Field

Description

Variable types

(unlabeled)

Connection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

The Box connection to use for updating (setting) file metadata.

(n/a)

Source

Select a source type

Select how the action finds the file in Box:

  • Path: location in Box directory.
  • File ID: unique file identifier number.

(n/a)

 

Path

Displays when you select the Path source type.

Full file path to file for setting metadata. Accepts any combination of typed text, text added through navigation (), and inserted variables.

Boolean, DateTime, Decimal, Integer, Text

 

File ID

Displays when you select the File ID source type.

The unique identifier number the action uses to access the file in Box.

Boolean, DateTime, Decimal, Integer, Text, Collection

 

Select metadata template

The metadata template to use for setting attribute values. Accepts a selection from the drop-down list. The drop-down list is limited to templates that are associated with the specified file.

Note: Metadata templates and custom metadata require Box Enterprise.

(n/a)

 

Fields

Click Add field to add a field for your custom attribute so you can set the value.

Note: Metadata templates and custom metadata require Box Enterprise.

(varies)