Updating a metadata template can be achieved by passing an array of operations
to the API.
Admin permissions requiredUpdating metadata templates is restricted to users with admin permission. This
means that only admins, or co-admins who have been granted rights to Create
and edit metadata templates for your company by the admin can use the web
app or the API to manage templates.
Operations
Updates to metadata templates are performed through operations rather than
directly changing the template itself. This method allows us to update any
existing metadata instances that are already applied to files and folders.
Template operations
Template operations update a template’s details or fields. These operations are
generally safe as they are applied to any template instance without much impact.
Edit a template
The operation editTemplate allows for editing any of the base properties of
the template, like the displayName, copyInstanceOnItemCopy and more.
This will update the template to have a new display name of Client.
This will affect existing instances of this template.
Add a field to a template
The operation addField adds a field to a template.
This will add a new non-hidden string field with a displayName and key of
category.
This will affect existing instances of this template.
Reorder fields
The operation reorderFields reorders the list of fields in a template to match
the requested field list.
This will reorder the fields for the template to have field2 first, followed
by field1, then field3.
This will affect existing instances of this template. It will reorder the
fields, yet keep the values of the fields intact.
Field operations
Field operations transform the schema of a template. The following is a list of
operations that can be used in this API and can potentially change the data of
any previously assigned templates.
These changes will be logged as template changes but not as file changes.
Edit a field
The operation editField edits any number of the base properties of a
field like the displayName, description, key, and hidden state.
This will update the field category to have a new display name of
Customer Group. If the key is changed, existing values of the specified
field are migrated to the new key. The search index will be updated, yet it may
take time depending on how many files are affected by the change.
This may affect existing instances of this template.
Remove a field
The operation removeField removes a field from a template.
This will remove the field brand from the template as well as all instances of
the template. The search index will be updated, yet it may take time depending on
how many files are affected by the change.
This will affect existing instances of this template.
Field Option Operations
Both the and
metadata field types support
some additional operations to change the options of the fields.