OndaWorx · Job Board implementation · Step 2

Check the Custom Metadata layouts

OndaWorx is configured using Salesforce Custom Metadata. Before you begin changing the Job Board, check that the configurable fields are visible when you create or edit the OndaWorx Custom Metadata records.

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This is a check, not necessarily a change. If the fields described in the OndaWorx guides are already visible when you open the Custom Metadata records, you do not need to change anything. Continue to the next setup guide.

Why might this be necessary? Some package installations may not automatically place every configurable field onto the Salesforce Custom Metadata record layout. The field is still installed and working — it is simply not visible to the administrator until it is added to the layout.

What is Custom Metadata?

Custom Metadata is simply where OndaWorx stores its configuration.

Instead of changing code, an administrator can use these records to tell OndaWorx things such as:

which Salesforce object contains the jobs
which fields should appear on a job card
which filters visitors can use
which jobs are allowed to appear publicly
how Job Detail pages are displayed
how location information is displayed
how SEO and JobPosting information is created
how the public Application Form behaves

You do not need to understand the technical structure of Custom Metadata to configure OndaWorx. The remaining guides tell you exactly which records to create and what each setting does.

First, check whether you need to do anything

Open one of the OndaWorx Custom Metadata Types and look at an existing record or click New.

Setup Custom Metadata Types OW Job Board Page Manage Records

If you can see the normal OndaWorx configuration fields, the layout is already prepared.

Everything visible? No action is required. You can continue to Set up pages, list fields and filters .

If important configuration fields are missing, follow the steps below.

How to add missing fields to a Custom Metadata layout

1
Open Custom Metadata Types
In Salesforce Setup, search for and open Custom Metadata Types.
2
Click the Custom Metadata Type label
Find the OndaWorx metadata type you want to check and click its Label. Do not click Manage Records for this step.
3
Open its Page Layout
Scroll to Page Layouts and open the existing layout.
4
Click Edit
Salesforce will open the layout editor. The available fields appear in the field palette at the top.
5
Add the missing OndaWorx fields
Drag any missing customer-configurable OndaWorx fields onto the Information section of the layout.
6
Save the layout
Click Save.
7
Check the result
Return to Manage Records and open or create a record. The missing configuration fields should now be visible.

Do not create replacement fields. If an OndaWorx field is missing from the screen, check the page layout first. The field normally already exists in the package. Do not create a duplicate Salesforce field and do not change the packaged field API names.

Which Custom Metadata Types should I check?

You do not need to edit every layout simply because it appears in this list. Check the types used by your implementation and make sure their configurable fields are visible.

Custom Metadata Type	What it controls
OW Job Board Page	The main configuration for a Job Board page, including the Job object, headings, publication rules and general page behaviour.
OW Job Board Field	Which Job fields appear on the cards in the public Job List and how those fields are displayed.
OW Job Board Filter	Fixed rules that decide which Job records are allowed onto a particular Job Board page.
OW Job Board Search Filter	Search and filter controls that visitors can use on the public Job Board.
OW Job Board Sort	The sorting choices available to visitors and the default order in which jobs appear.
OW Job Board Detail Field	Which fields appear on the individual Job Detail page and how they are displayed.
OW Job Location	The Job Location section, including which location fields are used and the optional map button settings.
OW Job Detail SEO	SEO settings for public Job Detail pages, including page metadata, canonical URLs and JobPosting structured data.
OW Job SEO Employment Map	Maps the customer's employment-type values to the employment types used in JobPosting structured data.
OW Job Board Route Dimension	Advanced URL and dynamic landing-page configuration. Most first implementations do not need to change this.
OW Application Context	Controls the public Application Form context, including privacy details and application behaviour.
OW Application Field Mapping	Maps information collected by the Application Form to the Salesforce Application fields.
OW Application Target	Defines the Salesforce target used by the Application submission process.

You may see additional OndaWorx metadata types. OndaWorx may add configuration types in future package releases. If a later guide asks you to edit a Custom Metadata record and a setting mentioned in the guide is not visible, check that metadata type's Page Layout using the same process above.

Which fields should I add?

Add the OndaWorx configuration fields that an administrator may need when maintaining that metadata type.

In most cases this means adding the available packaged fields that describe:

the Salesforce object or field being used
whether the configuration is active
display labels and headings
display types and formatting
filter values and operators
sort order
URLs and route settings
SEO settings
application settings

Fields you normally do not need to change

Salesforce also displays system and managed-package fields. These are not normally part of the customer's OndaWorx configuration.

Protected Component / IsProtected
Namespace Prefix
Created By
Last Modified By
other Salesforce system-maintained fields

Label and Developer Name should remain available because Salesforce uses them to identify each Custom Metadata record.

Example

Suppose you open:

Setup Custom Metadata Types OW Job Board Field Manage Records New

If you can see the record name but cannot see settings such as the Job field, label, display type, format or display order, go back to:

Setup Custom Metadata Types OW Job Board Field Page Layouts Edit

Add the missing OndaWorx fields, save the layout and return to Manage Records.

Before continuing

You are ready to continue when:

the OndaWorx Custom Metadata Types you will use have been checked
the configuration fields described in the OndaWorx guides are visible
you can open Manage Records and create or edit configuration records normally
you have not created duplicate fields simply because a packaged field was missing from the page layout
you have not changed packaged field API names

After a future package upgrade You normally will not need to repeat this process. However, if an OndaWorx update introduces a new configurable field and you cannot see it, check the relevant Custom Metadata Page Layout before assuming the field is missing.

Custom Metadata check complete Continue to Set up pages, list fields and filters .

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