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Metadata for deals

Release date: August 14th, 2014 (Revision 2), download as PDF

We’ve extended Deals to add support for Metadata, making it easier for you to record and track information relevant to your licensing deals.

This note describes what has changed in full, and as usual you can contact support or your technical account manager for further clarification.

Deal Metadata

If Metadata attributes for Deals have been defined in your Company in Movida then you’ll see a Show Deal Metadata link in each Deal. Clicking that link will (you’ve guessed it) reveal the Deal Metadata section that contains the relevant Metadata attributes, like this:

2014 08 14 Metadata For Deals R2 01

Here you can see that three Metadata attributes have been made available for Deals: Supplier Contact Name, Approval Date, and Approved. Remember, Metadata attributes are entirely customisable based on the requirements of your business.

When you create a new Deal, or edit an existing Deal, its Metadata attributes will be shown in the Deal Metadata section where you can update them. Here’s an example:

2014 08 14 Metadata For Deals R2 02

The contents of metadata resource of a Deal can be created, updated, and deleted using the Movida Application Programming Interface (API) as described in its documentation.

Reference

  • movida#2379 Implement metadata for Deals