Description of the Excel metadata file

Metadata, also known as attributes, are properties in a Self Help project that are applicable to all of the project procedures.

You can perform a mass update using an Excel file.

Characteristics of the Excel file

• File in CSV format 

• Name of the file: <Project ID>_metadata.csv

• The file contains:
  • For each procedure, one row for each writing language used in the Self Help project.
  • One column for each procedure metadata (general and specific properties). Translated values are displayed in each writing language.

Caution

• You must not modify the Locale, ID, ScenarioId and Path columns because they are required for identifying procedures. If you do so, the Excel file will no longer be valid. These are indicated in red in the description of the Excel file.
• You must not add any rows to the Excel file. You must not delete any rows from the file. You must not modify the header row.

NonLocatedMetadata_Caution

EndNonLocatedMetadata_Caution

Description of the Excel file

Note: Columns whose background color is red must not be modified.

Column	Metadata		Description
A	Locale		Writing language example English US: en_US; French: fr_FR Note: If the Self Help project is not translated, the value for the language will be value.
B	Name		Title of the procedure, in a string of characters
C	Description		Description of the procedure, in a string of characters
D	Status		Status of the procedure in the content validation workflow List of values authorized: DRAFT TO_BE_APPROVED REWORK APPROVED PUBLISHED
E	Alias		Alias attributed to the procedure Note: The name of the alias must be unique. It must not start with the word, on. It must not contain any spaces or the following: plus (+), semicolon (;), colon (:), dot (.), percent $Example_documentation_icon{{/velocity}} Procedure: What are my assets?: Executable ==> value 1 Sub-procedure Search for assets: Not executable ==> value 0
J	ProcedureCategoryDescription		Description of the procedure category, in a translated string of characters
K	ProcedureSubCategory		Sub-category of the procedure, in a translated string of characters
L	agentFlag		Method for running the procedure. See the description List of values authorized: WELCOME MISUNDERSTANDING REPHRASE HIDDEN BYE
M	dialogFriendly		Used to indicate if the procedure should open in the virtual agent's conversation panel (value true) or in a side pane (another value or false by default). See the description
N	ProcedureViewable		Used to indicate if the procedure should be indexed by the search engine (value true) or not (another value or false by default).
O	ProcedureMetaDescription		HTML meta tags associated with the procedure, in a translated string of characters
P	ProcedureSubCategoryDescription		Description of the procedure sub-category, in a translated string of characters
Q	ProcedureCategory		Category of the procedure, in a translated string of characters
R	tags		List of keywords associated with the procedure displayed in a tag cloud. When you click one of the keywords, this will return one or more Self Help help procedures, in a translated string of characters. See the description Note: Tags must be separated using the semi-colon (;)
S	intentAlt		List of alternative ways of asking a given question that will open the same virtual agent procedure, in a translated string of characters. See the description example (user questions) What is software X? / What is software X used for? / What can I do with software X? Note: Questions must be separated using the dot (.), exclamation mark (!) or question mark (?).
Other columns			List of all specific metadata associated with the Self Help project