Establish your Add Template Metadata action to map Form fields to a file in your Box account using a Box Metadata Template.

Your Add Template Metadata action requires that you establish your Connection, File ID, Box Metadata Template Name, and Box Metadata Template Attributes

In the Connection drop-down menu you’ll find the connections available to you from your Box account. If you'd like to add a new connection, scroll to the bottom of the menu and click + Add Connection, or navigate to the Connected Apps page.

Your File ID references the file to which you’re adding your Template Metadata. How you’ll interact with this steps depends on whether or not you’re using a Workflow recipe.

If you use a Workflow Recipe, then this field is pre-populated with outputs from your preceding Upload File action. If you’re not using a recipe, you’ll need to manually select the File IDs output from the Upload File action in the Workflow.

Box Metadata Template Name refers to your Box account’s metadata template. If you’d prefer to reference custom metadata, then you’ll replace this Add Template Metadata action with an Add Custom Metadata action.

Your Box Metadata Template Attribute refers to the Attribute Name available to you in your Box account. The information you assign here determines how your Attribute Name will populate in Box. Use a specific alphanumeric value, or Workflow variables to populate the value with a specific field from your Template.