Create & Share Metadata Fields

Collect and store important data about an event.

About This Article

This article aims to guide you through the process of setting up a Metadata template and sharing fields with subgroups. If you're looking to add Metadata to an event, you can refer to this article.

Throughout this article, we will be adding metadata fields. If you need a breakdown of how to use fields in Crescat, click here.

 

Locating your group's Metadata

To get started, click Settings under your group, and then select Metadata under Templates.

 

 

Creating a New Metadata Template

From there, you can create a new metadata template by clicking on Create and adding a descriptive name for the template.

 

Adding Fields to Your Metadata Template.

To add fields to your metadata template, click Add Field in the upper right.

 

For this Billing metadata template, Attendees, let's add some Text fields for the tenant's name, email, address, etc. Starting with their name.

Note

Small fields take up 1/4th of the horizontal space, medium fields take up 1/2, and large fields take up a whole row.

Here's an article on the different field types if you'd like to learn more.

 

You can add a linebreak after a field by clicking its Edit icon.

 

Then click the Linebreak After toggle switch, then click Update.

Tip

You can also add the linebreak during field creation. If there's no space left in the row, a linebreak will be added automatically, placing the new item on the next row.

 

Here's the result:

 

You can also share the field with subgroups by clicking Add beside the subgroup's name. 

Note

Clicking the Can Edit toggle will allow this subgroup to edit this field and clicking Remove will stop sharing it with the group.

Now that you know how it works, keep adding fields and linebreaks until you have everything you need.

 

Let us know below if this article helped you understand how to create Metadata and share it with subgroups.

All the best from us at Team Crescat!