Manage your metadata

Manage your metadata lists every Custom Property, Custom Relation, Custom Object, and data source across your Environment in one grid, grouped by service. Use it to add new customizations, and to edit or remove the ones you already have.

Before you begin

• Your Rencore role includes the inventory’s Edit permission. Removing, editing, and creating all require it. See Rencore roles.
• Custom Metadata is included in the Enterprise Plan and available as an add-on to the Premium Plan.

Steps

1. Go to Inventory > Inventory Options ([…]) > Manage your metadata.
2. Add, edit or remove a customization, as described below.

Add a customization

1. Click the ellipses menu ([…]) in the top right of Manage your metadata.
2. Select + Add custom object, or select + Add custom metadata, which takes you to a screen with a Custom properties section and a Custom relations section.
3. Follow Create a custom object, Create a custom property, or Create a custom relation.

Edit a customization

1. Click a row to open it for editing.
2. For a Custom Property, change its name, its default value, and, for a Single select property, its list of choices.
3. Save your changes.

Renaming a Single select choice updates the value on every object that carries it, and any filter using that choice keeps matching. Removing a choice shows how many objects carry it before you confirm, then clears the value on those objects.

Remove a customization

1. Remove the Custom Property, Custom Relation, Custom Object, or data source. Rencore Governance first lists what depends on it: Policies, Segments, Reports, Reviews, Provisioning Templates, and Automations, so nothing breaks without warning.
2. Confirm the removal.

Confirming the removal deletes the property’s stored values from every object that carried it. Reviews that reference the property are listed but not removed. You may want to update them separately.

Limits

The Visible in Teams App toggle next to each property controls only whether it appears in the Teams App workspace details view, as a read-only property. It does not add the property to a Review or a Provisioning Template. Those are chosen separately per Review and per template.