Create a schema from scratch — Simpleasyty

Help Center — Create a schema from scratch

GETTING STARTED

Introduction Quick start

CREATE A SCHEMA

Create a schema from a template Create a schema from scratch

SCHEMA TEMPLATES

Security Risk Register ISO 27001 Document Control SOC 2 Evidence Register Policy Management Third-Party Risk Data Classification Application Portfolio Controlled Document Architecture Decision Record Information Asset Register Business Continuity Register GDPR Processing Activity

IMPORT

Import a JSON or YAML schema package Import Page Properties

FIELD TYPES

Schema field types Text fields Number fields Yes / No fields Single choice fields Date / Time fields Email fields URL fields Confluence reference fields List fields Field group fields

MANAGE SCHEMAS

Manage schemas Indexed fields and filters Schema permissions

CAPTURE DATA ON PAGES

Capture metadata on a page Capture, validate and repair metadata

CREATE REPORTS

Build a Metadata Report Configure report filters and viewer controls

STORAGE & PRIVACY

Data residency Storage in Forge Retention and deletion

COMPLIANCE

Compliance workflows Metadata, history and revisions

ADMINISTRATION & TROUBLESHOOTING

Import and export Schema reconciliation and processes Security, storage and limits Troubleshoot schemas, filters and reports

Before you begin

Check these requirements before following the steps below.

Access to the Simple Metadata app's Schemas tab.

1
Start with a blank schema
Open Simple Metadata → Schemas → New schema. On Choose a template, select Start from scratch.
2
Name it and add fields
In Schema setup, enter a clear name and description. Add each field, choose its type and give it a label. Use Field group for named nested values and List for repeated items of one type.
3
Set validation and reporting
Mark a field required only if every record needs a value. Set available constraints and defaults. Mark scalar fields Indexed when reports need to filter by them. The Field types section explains each control.
4
Set access and create
Continue to Permissions, review the access rules, then review and create the schema. Add a Simple Metadata capture macro to an eligible Confluence page to collect values.