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Using Cascading Metadata with your project

If your Project is using Cascading Metadata, follow these steps.

For people who need to upload documents to your project, Cascading Metadata makes life much easier.

Cascading Metadata lets the project owner set certain document tags to show only after others are selected. So each attribute choice the user makes restricts the related attributes to relevant options. Currently, 14 fields are available for inclusion in the Cascading Metadata schema.

This gives users fewer and more relevant options to choose from with each selection. It also minimizes the risk that they’ll choose an inappropriate tag for the documents they’re uploading.

To use Cascading Metadata on your project, you’ll need to create a hierarchy template: a spreadsheet saved in .csv format.

In this spreadsheet, the column headers reflect the document fields with which you want to associate Cascading Metadata. The rows show the values that will become available with each attribute selection the user makes.

A snapshot of the metadata template
  1. Work out how you want a user’s selection in each document attribute field to impact the options available in other fields.
  2. Create a spreadsheet like the one shown above, with a column for each field. Enter the values that will be available in each field in the rows.

Make sure that:

  • the values you enter into your template match the values in use on the project exactly
  • you repeat the parent values (shown on the left in the image above) for every child value (shown on the right) in the template.
  1. Save the spreadsheet in .csv format. Click on File > Save As...  and in the Format field choose Comma Separated Values (.csv).

  2. Send the saved file AND previously loaded metadata spreadsheet, to the Aconex Service Desk or your Aconex representative, to have them apply it to your project. If the new metadata upload fails, Service Desk will use the previous file to revert back to the previous cascading file.

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