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Entity Metadata Settings

Entity Metadata Settings

This guide explains how to utilize the new custom metadata types introduced in http://Ellie.ai version 7.10. It covers field types, adding new fields, practical use cases, and important considerations.

democustommetadatatypes.mp4
Demo of different entity metadata types from user’s perspective.

Overview of New Metadata Field Types

http://Ellie.ai 7.10 introduces four customizable metadata types to enhance clarity and usability:

  • Text: Standard text field for general purposes.

  • Chips: Multi-select field with predefined options.

  • Users: Multi-select field to select and tag users.

  • Technical Field: Read-only field for integrations and APIs.

Additionally, all URLs entered into text metadata fields are now clickable.

How to configure Metadata Fields visibility

Metadata fields are shared with all levels but you can configure their visibility for the entity page. Choose whether to show or hide a metadata field from a specific level.

How to Add New Metadata Fields

  1. Navigate to Admin Tools β†’ Metadata Settings β†’ Entity tab.

  2. Click + New element to create a new metadata field.

  3. Choose your desired field type from the dropdown:

    • Text (default)

    • Chips (set as free-form or predefined values)

    • Users (allows tagging users)

    • Technical (read-only for integrations)

  4. Reorganize your metadata fields (optional).

Screen Recording 2026-02-18 at 12.17.36.mov

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Important Considerations

  • Existing metadata field types cannot be modified due to data formatting constraints.

  • You must set the type when initially creating a new metadata field.

Example Use Cases

  • Source Systems (Chips):

    • Set predefined options such as "Salesforce," "SAP," or "Google Analytics."

  • Project Tags (Free-form Chips):

    • Flexible tagging like "Q4 Launch," "GDPR Compliance," or "Marketing Analytics."

  • Entity Owner (People):

    • Tag responsible team members to clarify ownership.

  • Integration Identifiers (Technical Field):

    • Securely store IDs for external APIs and integrations.

  • Documentation Links (Clickable Links):

    • Insert direct links to related documentation or internal wikis.

Need Help?

For assistance with metadata fields or questions about functionality, please contact our support team at support@ellie.ai.