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Customizing Metadata for Content Cards on the Recommendation Pane

Overview

While viewing Library content or answering questions using the Recommendation Engine, you can customize the metadata that is displayed on the content card. The setting is applied to all the users associated with the project.

You can customize the content card metadata at the Individual, Project. or Organization level.

Permissions

  • Users must have the Update Project Information permission to customize the metadata and apply it at the Project level (all the users associated with the project).
    Note: Setting the metadata for all project users is applied as default. However, users can override this by manually setting this up for themselves.
  • Users must have access to Organization Settings to customize metadata at the Organization level.
    Note: Once the metadata settings are applied at the Organization level, they serve as the default for all projects. However, users with the Update Project Information permission can override these settings for any specific project as needed. Additionally, project users have the ability to override both Project and Organizational level preferences by manually configuring it for themselves.

Select the applicable tab for your edition of Responsive.

  • Customizing Content Card Metadata at the Individual User Level

    1. Click [i] Customize Column.png on the Recommendation pane. The Customize Metadata pop-out displays a consolidated list of metadata that are currently active and the ones you can add.
      Recommendations - Customize Metadata.png
      • Click [i] Remove.png to remove it from the content card.
      • Click and drag the handle [i] 6-dot.png  to reorder it.
      • Click [i] Add.png to add it to the content card.
    2. Once you are done you can click out of the Customize Metadata pop-out.

    Customizing Content Card Metadata at Project Level

    Note: Setting the metadata for all project users is applied as default. However, users can override this by manually setting this up for themselves.

    1. Click [i] Customize Column.png on the Recommendation pane. The Customize Metadata pop-out displays with a list of available metadata you can add and the ones that are currently active.
      Recommendations - Customize Metadata.png
      • Click [i] Remove.png to remove it from the content card.
      • Click and drag the handle [i] 6-dot.png  to reorder it.
      • Click [i] Add.png to add it to the content card.
    2. Once you are done, click Apply to this Project Users.
      Customize Metadata - Apply to this Project Users.png

    Customizing Content Card Metadata at Organization Level

    Note: Once the metadata settings are applied at the Organization level, they serve as the default for all projects. However, users with the Update Project Information permission can override these settings for any specific project as needed. Additionally, project users have the ability to override both Project and Organizational level preferences by manually configuring it for themselves.

    1. Go to Organization Settings > Project > Preference and click Edit [i] - Edit.png next to Customize Metadata.
      Customize Metadata - Org Settings.png
    2. Choose the metadata entities you want to display by default to the users.
      Customize Metadata.png
    3. Click Submit to save the settings.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Customizing the Content Card Metadata at the Individual User Level

    1. Click [i] Customize Column.png on the Recommendation pane. The Customize Metadata pop-out displays a consolidated list of metadata that are currently active and the ones you can add.
      Recommendations - Customize Metadata.png
      • Click [i] Remove.png to remove it from the content card.
      • Click and drag the handle [i] 6-dot.png  to reorder it.
      • Click [i] Add.png to add it to the content card.
    2. Once you are done you can click out of the Customize Metadata pop-out.

    Customizing Content Card Metadata at Project Level

    Users with access to Update Project Information permission can customize the metadata and apply it to all the users associated with the project.
    Note: Setting the metadata for all project users is applied as default. However, users can override this by manually setting this up for themselves.

    1. Click [i] Customize Column.png on the Recommendation pane. The Customize Metadata pop-out displays with a list of available metadata you can add and the ones that are currently active.
      Recommendations - Customize Metadata.png
      • Click [i] Remove.png to remove it from the content card.
      • Click and drag the handle [i] 6-dot.png  to reorder it.
      • Click [i] Add.png to add it to the content card.
    2. Once you are done, click Apply to this Project Users.
      Customize Metadata - Apply to this Project Users.png

    Customizing Content Card Metadata at Organization Level

    You must have access to Organization Settings to perform this task.
    Note: Once the metadata settings are applied at the Organization level, they serve as the default for all projects. However, users with the Update Project Information permission can override these settings for any specific project as needed. Additionally, project users have the ability to override both Project and Organizational level preferences by manually configuring it for themselves.

    1. Go to Organization Settings > Project > Preference and click Edit [i] - Edit.png next to Customize Metadata.
      Customize Metadata - Org Settings.png
    2. Choose the metadata entities you want to display by default to the users.
      Customize Metadata.png
    3. Click Submit to save the settings.

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