There are two ways to create a new metadata template: via the Admin Console or
via the API using an Admin Access Token. If you already have a metadata template
created that you would like to use you can skip to the next step.
Admin Console
To create a template via the Admin Console, navigate to:
Admin Console > Content Tab > Metadata > Create New
The metadata feature is reserved for Business Plus accounts and above. To
upgrade your account, please contact your Box account team.
Once you select Create New, you are brought to a form used to create a new
template, which is shown below. Select a Dropdown-Single Select format.
Selecting a Dropdown-Multi Select format will change the structure of you query
later on in this quick-start.
API
Creating a metadata template via the API requires an Access Token
associated with a Box Admin or Co-Admin with permission to
create and edit metadata templates for your company. If you are not sure
who your token is associated with, make an API call to the
get current user endpoint. The easiest way to obtain a token
meeting these requirements is to log in as an Admin or Co-Admin, pull up the
application in the Developer Console, and click
Generate Developer Token under the Configuration tab.
Developer tokens are always be associated with the user logged into the
Developer Console when the button is clicked.
Using Postman and the Box Postman Collection, below is
an example of what an API call looks like to create the same metadata template
created above using the Admin Console.
If you would like to use a different template format than a Dropdown-Single
Select, you will need to consult our reference documentation, as the body of the
API call will differ from the example above.
The response to this API call provides crucial information you will need later.
If you created your template via the UI, you will learn how to obtain this
information in the next step.