Lookups with metadata

Metadata is data about data and provides even more flexibility for lookup use, enabling data associated directly with a particular lookup selection. When adding a lookup group, you can select a dataform to act as the metadata form for that group (see 1. Add a Lookup Group in Configuring lookups). These are ordinarily custom forms created to store information related to the lookup values used with the lookup group.

The Uses Metadata column shows whether a lookup has a metadata dataform associated with its lookup group and whether associated metadata has been configured for a specific lookup:

Three possible values can display in the Uses Metadata column:

Value

Definition

No

There is no metadata associated with the lookup.

Yes (Not Created)

There is metadata associated with the lookup but it is not configured.

Yes

There is metadata associated with the lookup and it is configured.

Examples

The Contract Type lookup in ClientSpace PEO has associated metadata that can determine:

  • What Template is associated with the contract type?
  • What Legal Entity / SUTA defaults are available when that contract type is selected?
  • Default Workers' Comp Configuration for a workspace.

 

The Pay Frequency in ClientSpace PEO has metadata associated that can determine:

  • How many pay cycles per year for that frequency, such as Weekly = 52, SemiMonthly = 24, Bi-Weekly = 26.
  • Minimum per check fee to ensure a certain amount of administrative costs are submitted for the year.

 

Before you configure lookup metadata, please log an Extranet case.