Custom Metadata: Common Questions
❓ What are the main use cases for Custom Metadata? – Governance enforcement, incident routing, compliance automation, portfolio analysis, knowledge management.
❓ Can I make certain metadata fields mandatory? – Yes. Define mandatory fields per entity type to enforce governance.
❓ What data types are supported? – Select, Multi-Select, Links, Tables, Checkboxes, File Attachments, Mermaid Diagrams, Dynamic values.
❓ How does metadata appear in operational systems? – In logs, alerts, landscape tooltips, BPM diagrams, and filtering interfaces.
❓ How do I query integrations by metadata? – Use up to 4 simultaneous filters on overview pages. Export results to Excel.
Use Cases
Custom Metadata enables:
- Ownership & Escalation - Route alerts to correct teams automatically
- Governance Enforcement - Mandatory fields prevent incomplete deployments
- Compliance Management - Tag GDPR/HIPAA/PCI, generate audit reports instantly
- SLA Tracking - Gold/Silver/Bronze enforcement, monitor SLA compliance
- Portfolio Analytics - Filter integrations by department, SLA, compliance, ownership
- Knowledge Management - Document business context, preserve institutional knowledge
- Incident Response - Full context in alerts, faster resolution
Mandatory Fields
Define fields that must be filled before integration goes live:
- Integration cannot publish without: Owner, SLA Level
- Service cannot deploy without: Owner, Change Window
- Resource cannot mark as Critical without: Emergency Contact
Benefit: 100% governance compliance. Zero gaps.
Data Types
- Select - Gold/Silver/Bronze SLA
- Multi-Select - Multiple compliance tags (GDPR + HIPAA + PCI)
- Links - URLs to documentation, runbooks, approval emails
- Tables - Version history, configuration matrices
- Checkboxes - Boolean flags (Approved, Active, Production-Ready)
- File Attachments - Diagrams, runbooks, certificates
- Mermaid Diagrams - Visual workflows and data flows
- Dynamic - Runtime values from web services
Operational Integration
Metadata appears where you need it:
- In Logs - Event details include Owner, Department, SLA
- In Alerts - Emergency contact, SLA level, runbook link
- In Landscape - Hover tooltips show metadata
- In BPM - Process steps overlay with metadata
- In Filtering - Query integrations by any metadata field
Filtering
Use up to 4 simultaneous filters:
Filter 1: Department = Finance
Filter 2: SLA = Gold
Filter 3: Compliance = GDPR
Filter 4: Environment = Production
Result: 23 critical Finance integrations with compliance requirements
Export filtered results to Excel for reporting.