Here’s how to set Program metadata in Bionic for Agencies.
Bionic enables you to set metadata on the Program level. For Programs, metadata may represent a standardized name or ID utilized in another platform, such as a financial system or reporting tool.
To enable metadata fields on the Program level, you first must create a custom field.
Once you have created custom field(s) with Program as the Object Type, you’ll then be able to set your program metadata.
Here, we’ll cover how to:
View Program Metadata
Program metadata fields are shown under the Metadata section in the Overview tab of a Program card and in the Programs Tab of a Vendor card.
Metadata in a Program profile card:
Metadata in the Programs Tab of a Vendor:
Configure Metadata
After you have created custom field(s) for your metadata, you can configure your metadata in the Programs Tab of a Vendor.
- In the Programs Tab of a Vendor, click on the checkbox(es) next to the Program Name.
- Press Edit Metadata.
- Configure your Metadata.
- Click Save.
Note: You can also update a Program's metadata within the Program card under the Settings Tab (see screenshot below).