Add Metadata and Custom Fields to a Subscription

Use metadata and custom fields to attach your own contract numbers and other structured business data directly to a Subscription, so your records stay searchable and consistent without leaving Maxio.

How metadata works

Metadata is consolidated at the bottom of the Subscription form. It supports both a system-defined field and user-defined fields:

• Contract Number: Conditionally visible when your site has the Contracts feature enabled.
• Custom Fields: Key-value pairs that let you extend the standard Subscription data model.

Add or create custom fields

You can add a Custom Field while creating a new Subscription, or add one later from an existing Subscription's own Custom Fields tab.

To add a custom field while creating a Subscription

1. Locate the Metadata section at the bottom of the Subscription form.
2. Click the Find or Add a Custom Field… combo box.
3. Type to search for an existing field, or select Create New Custom Field to open the creation modal.
4. If creating a new field, enter the Field Name and select the field type.
5. Once added, enter the Value in the Custom Fields table that appears.
6. To remove a field, click its trash can icon.

Deleting a Custom Field from this table only removes it from the current Subscription; it does not delete the field definition from your site settings.

Related information

To create the Subscription you'll add these fields to, see Create a Subscription.

Custom Fields work the same way on Customer records; see Add New Customers for how to manage them there.