Metadata

In this article, you will learn about metadata, and how to apply it as a means of customizing Onfleet further to meet your needs.  Metadata is an advanced feature that allows for customized fields and data types on most Onfleet entity types. 

This article covers:

Overview

Metadata is optional, user-defined data that can be set for any dispatcher, driver, destination, task, or recipient via the Onfleet API. This can be a useful extension beyond the available Onfleet fields for processing by custom-built business rules, as evaluated by the Onfleet API or Zapier, or as an indicator for dispatchers.

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If the metadata visibility is set to 'dashboard', then it will be visible to dispatchers from the dashboard for any tasks, recipients, or drivers where it is applied.

Dispatchers can copy metadata objects and arrays by clicking on the copy symbol in the upper right-hand corner of the object/array.

Note: Metadata is NOT visible to drivers.  New metadata fields cannot be created from within the dashboard.

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Editing Metadata

Boolean, string, and number metadata types can be edited directly from the dashboard by dispatchers, however array and object types can only be viewed.

To edit metadata, click the 'Edit' button in the lower left hand corner.

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