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This article describes how to define cascading metadata for assets.

With AEM 6.4 Assets, you can display specific metadata fields/field values based on what a user previously selects in the properties page for an asset.

The conditional display of metadata is called cascading metadata. Essentially, you can create a dependency between a particular metadata field/value and one or more fields and/or their values. 

Use metadata schemas to define rules for displaying cascading metadata. For example, if your metadata schema includes an asset type field, you can define a pertinent set of fields to be displayed based on the type of asset a user selects.

Here are some use cases for which you can define cascading metadata:

  • Where user location is required, display relevant city names based on the user's choice of country and state.
  • Load pertinent brand names in a list based on the user's choice of product category.
  • Toggle the visibility of a particular field based on the value specified in another field. For example, display separate shipping address fields if the user wants the shipment delivered at a different address.
  • Designate a field as mandatory based on the value specified in another field.
  • Change options displayed for a particular field based on the value specified in another field.
  • Set the default metadata value in a particular field based on the value specified in another field.

Define cascading metadata

Consider a scenario where you want to display cascading metadata based on the type of asset that is selected. For example, if a video asset is selected, you want to display applicable fields such as format, codec, duration, and so on. In contrast, if you choose a Word or PDF document as the asset type, you want to display fields, such as page count, author, and so on. Irrespective of the asset type chosen, you want copyright information to be displayed as a required field.    

  1. Tap/click the AEM logo, and go to Tools > Assets > Metadata Schemas.

  2. In the Schema Forms page, select a schema form and then tap/click Edit from the toolbar to edit the schema.

    select_form
  3. The metadata schema editor, tap/click the + to add a tab. Specify a name for the tab.

    add_tab
  4. Add a Dropdown field for asset type. Specify a name and property path in the Settings tab. Add an optional description.

    asset_type_field
  5. Specify the fields choices either manually or provide their JSON path. To specify manually, tap/click Add Choice and specify the option text and value. For example, specify Video, PDF, Word, and Image asset types.  

    add_choice
  6. Add other fields, such as format, codec, duration, and so on that are dependent on the asset type video.

    video_dependent_fields
  7. Similary, add dependent fields for other asset types. For example, add fields page count and author for document assets, such as PDF and Word files.

  8. To create a dependency between the asset type field and other fields, choose the dependent field and open the Rules tab. For example, to create a dependency between the Asset Type field and the Format field, select the field and display the Rules tab for the field.

    select_dependentfield
  9. Under Requirement, choose the Required, based on new rule option.

  10. Tap/Click Add Rule and choose the Asset Type field to create a dependency. Also choose the field value upon which to create the dependency. In this case, choose Video. Tap/click Done to save the changes.

    define_rule
  11. Under Visibility, choose the  Visible, based on new rule option.

  12. Tap/Click Add Rule and choose the Asset Type field to create a dependency. Also choose the field value upon which to create the dependency. In this case, choose Video. Tap/click Done to save the changes.

    define_visibilityrule
  13. Similary, create a dependency between the value Video in the Asset Type field and other fields, such as Codec and Duration.

  14. Follow steps 8-12 to create a dependency between document assets (PDF, Word) in the Asset Type field and fields such as Page Count and Author. 

  15. Apply the Metadata Schema to a folder. 

  16. Navigate to the folder to which you applied the Metadata Schema and open the properties page of an asset. Depending upon your choice in the Asset Type field, pertinent cascading metadata fields are displayed.

    Cascading metadata for Video asset

     

    video_asset

    Cascading metadata for document asset

    doc_type_fields

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