Metadata fields
Metadata fields are the most important data-table setting for automation.
Your CSV might contain twenty columns. Operations usually only need a few — phone, name, account id, language. Metadata fields are that short list.
What metadata controls
Section titled “What metadata controls”When a spinner runs, CXGear copies only metadata fields into each execution record’s payload.
That means:
| Area | Behavior |
|---|---|
| Spinner steps | Templates and params only see metadata keys |
| Spinner builder | Column pickers list metadata fields |
| Records page | Contact / “pipeline input” section shows metadata only |
| Full CSV | Still visible under Data tables → Show data |
If a column is not metadata, it will not be available as name / phone style templates inside the pipeline.
src/assets/screenshots/06-metadata-fields.pngHow to configure
Section titled “How to configure”- Open the project → Data tables.
- Open Metadata for the table.
- Tick the fields that should enter automation.
- Save.
Choose fields that identify the person and anything steps must read (for example amount, language, lead id).
After you change metadata
Section titled “After you change metadata”Run the spinner again. Jobs that already finished keep their old payload shape. New runs use the new metadata list.
If metadata is empty
Section titled “If metadata is empty”If you never set metadata fields, CXGear may fall back to all columns for compatibility. For production campaigns, always set metadata explicitly so behavior is predictable.