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Box Connection
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Metadata Search

2min

This method will perform a Box search against one or more Enterprise metadata fields.

NOTE: Only content that the authenticated user has access to (items they can preview and/or view) will be returned in the search results.

Input Parameters:

  • Parent Folder ID: (Optional) A folder(s) to constrain the search against. Otherwise it will search against all content the configured connection has access to
  • Item Type: Allows for return of Files, Folders or Both
  • Limit: Maximum number of files returned in the query
  • Metadata Template Key: The Box API metadata template key to search against
  • Query Expression: This is the Box API Query that will be run.
    • For this example the value is: claimNumber = :claimNumberVal
    • claimNumber is the metadata field that is part of the Metadata Template Key defined previously
    • = is the operator (equals) - see the online Box API documentation for additional operators supported for each data type
    • :claimNumberVal - The colon is required and the claimNumberVal is a user created parameter that will be passed in at run time
  • To supply any user created run time parameters, click on the pencil in the top right of the Input Parameters section and create a new 'Query Parameter'. In this example the claimNumberVal was created to match the value used in the Query Expression box.
    • Optionally a Sort By Field and Sort Direction can be included - NOTE the values are not changed on this screen but back in the main method screen
    • Sort By Field: use the metadata template value to sort by
    • Sort Direction: choose Ascending or Descending in the dropdown
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Output Entity:

This section allows for configuration any metadata fields that should be returned into the pipeline for processing. Click on the pencil icon in the Output Entity section.

  • Once in the Entity Attributes screen, drag an Enterprise Metadata Value from the left into the center secion
  • Name: what you would like it to display as in the attribute list
  • Binding: the exact value of the Box metadata template value (i.e. claimNumber)
  • Click 'Convert Data Type' and choose the converted data type value of the Box metadata template

The following screenshot shows an example of a configured Metadata Search method:

This will search Box for all documents where the metadata template 'claim' field 'claimStatus' has a string value of Complete. It will then sort on claimStatus and the resulting set of documents will also include the metadata values for 'claimNumber'

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