1 min read

Meta Data

Mar 3, 2023 10:14:44 AM

Prerequisites: Intermediate Training
Approximate Length: 1.5 Hours


This course covers how to build and apply a metadata taxonomy to Process Director objects for sophisticated categorization and searching, and how to export and import metadata between Process Director installations.

Acquired Skills

  • Create a metadata taxonomy.
  • Apply metadata to Process Director objects.
  • Construct a Knowledge View that uses metadata to filter results.

Designed For

  • Implementers
  • System Administrators

Topics Covered

  • What is metadata?
  • Metadata elements
  • Creating metadata
  • Applying metadata to objects
  • importing/Exporting metadata taxonomies
  • Using metadata with Knowledge Views
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

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Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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