Metadata in CloudCheckr FinanceManager

After you have prepared a new report and thereby created accounts, you might want to have the ability to store related account information per account. FinanceManager allows you to do this at the accounts overview page but first we have to create a metadata before we can associate it to a report and its levels.


1: Define Metadata Fields

At the metadata page, define the type of form fields you want to use at the accounts overview page.

Field Label

The field label represents the name of your form field.

Type

The type field represents the eventual value type. At this moment CloudCheckr FinanceManager offers the following types:

  1. String
  2. Number
  3. Date
  4. List

Validation

It is possible to configure field contents validation using a regular expression, by expanding the options on the right hand side. An example follows on how to define a GUID validation regex:

Always ensure to enclose your regex between two slashes (/), for example:

/^(\{{0,1}([0-9a-fA-F]){8}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){12}\}{0,1})$/

2: Associate Metadata To Report Levels

Now that we have defined the metadata, associate it to a report and its levels at the reports page. You can associate different metadata to each level within the same report.

If you are updating or creating a report, do not forget to (re-)prepare your report.

We are now fully setup to store related information at the accounts overview page.


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