Creating a metadata macro

To apply a metadata macro, you first need to create one. Once created, you can copy and edit a macro, as well as 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. 

1. Select Apply metadata macros.
2. Select Create.
3. Enter a name for the macro (maximum 50 characters). 
4. Select Add operations. 
5. Select values from the drop-down lists for field and operation. You can have as many operations as necessary. 
6. Enter a value in the Value field, or select Insert field to select the field from a drop-down list.
7. Select Add condition. You can add only one condition.
8. Select values from the field and evaluation operator drop-down lists.
9. Enter a value in the Value field (if relevant).
10. Select Save.