Set ledger metadata preferences
Browse the Metadata Registry’s supported document types, fields and Select options. Owners and administrators can store visibility and label-override preferences for a selected document type, then reload them to verify the saved values.
Before you start
- Sign in to the workspace whose metadata you want to review.
- You need access to the Metadata Registry feature to browse doctypes and fields.
- You need access to the Metadata Preferences feature to save display preferences.
- To save preferences, you must be the owner or an admin in the workspace.
- Wait for the selected document type’s fields and saved preferences to finish loading before editing.
- This registry lists supported field definitions. It does not provide a live ledger lookup editor.
Browse metadata and open a doctype
Use the Metadata Registry page to review supported doctypes, their fields, and field options. Selecting a doctype loads its field list and any saved display preferences for that doctype.
- Open the Metadata Registry page.
- In the Doctypes list, select the doctype you want to review.
- Review the field list on the right side of the page.
- For a Select field, choose View to see its available options.View
Edit display preferences
Choose whether a field should be visible and enter an optional label override, then save the preferences for that document type. These are stored display settings; saving them here does not confirm that every other application screen applies them.
- Select the doctype you want to change.
- In the display preferences section, clear or select the visibility box for each field.
- Enter a label override if you want a field to show a different label.
- Choose Save Preferences.Save Preferences
What the controls mean
| Control | What it does |
|---|---|
| Doctype row | Loads that doctype’s fields and saved preferences. |
| View | Shows the available options for a Select field. |
| Visibility checkbox | Marks a field as shown or hidden before you save the preference. |
| Label Override | Sets the display label stored for that field. |
| Save Preferences | Saves the edited preferences for the selected doctype. |
What to expect after saving
After the save response confirms the selected document type’s preferences, the page shows Preferences saved. Select Reload Preferences to read the saved settings again. Switching document types loads that type’s own fields and preferences.
If something goes wrong
- If a save fails or its outcome is unconfirmed, the page shows an error and blocks another save. Select Reload Preferences to check the saved values before editing again.
- If a document type or its fields do not load, review the displayed error and select the type again. An empty or invalid response is not a complete registry read.
- If Save Preferences is disabled, check your current owner or administrator role, enabled preferences access, and whether fields and saved preferences finished loading. After an unconfirmed save, use Reload Preferences first.
- If a Select option list fails, review the error and choose View again for the intended field. No options available means the completed list is empty; it does not add a new option.
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