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GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports
Help Center — Manage schemas
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports
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MANAGE SCHEMAS

Manage schemas

v2.1.0+

Review a schema's fields, access rules and changes after creation.

Choose what you want to do

Follow a guided workflow for creating or importing a schema.

  • Create a schema from a templateStart with prepared fields, then adapt the schema to your work.
  • Create a schema from scratchDefine your own fields in the visual Schema Builder.
  • Import a JSON or YAML schema packageCreate schemas from an exported Simple Metadata package.
  • Import Page PropertiesBring existing Confluence Page Properties into Simple Metadata with a guided import.

Review the definition

A schema defines the fields and validation rules used by capture forms and reports. Open it from Schemas to review its name, description, fields and permissions.

Change fields carefully

Schema definitions are versioned. Before changing a schema that already has metadata, review the impact on saved values and report filters. Follow any reconciliation work in Processes.

Keep access rules current

Review space, label and group restrictions when a schema moves to a new workflow or audience. A macro only offers schemas eligible for its page and user.

Design fields for the people who enter data

The visual Schema Builder supports text, numbers, booleans, enums, dates, email and URL formats, Confluence users, pages and spaces, arrays and nested objects. Use required fields and constraints for values that must be present or follow a specific shape.

Order and describe fields so the capture form reads like the work people already do. Static defaults and contextual defaults such as today or the current user reduce repeated typing without changing the underlying schema contract.

Changing a live definition

Definitions are versioned so a historical metadata can be interpreted with the schema that produced it. When a change affects existing documents or indexed values, review the impact preview and use reconciliation rather than assuming saved metadata will change by themselves.