Extended Metadata (XMD) validation rules and errors

Extended metadata (XMD) enables you to customize the formatting of dataset fields and their values in CRM Analytics dashboards and lenses. If you modify the XMD for a dataset, every UI visualization that uses the dataset shows the modified format.

Extended Metadata Validation

NOTE: If any part of an XMD definition file is invalid, none of the customizations in that definition will be applied. The validation errors must be corrected for customizations to apply to visualizations based on that dataset.

Correcting XMD Validation errors

Follow these steps to troubleshoot the situation:

1. Review the Fields panel while exploring the dataset or retrieve the user XMD definition from the dataset's edit screen.
2. Review the parameters associated with the affected dimension or measure to determine what is missing/needs correction. In the Fields panel, the impacted measure or dimension may be marked with a warning flag. A tooltip will contain more details regarding that field.
3. Make the correction in the XMD syntax: If the Fields panel is used to correct the issue, the "errorMessage" parameter should be automatically cleaned up. If editing the JSON definition directly, remove the "errorMessage" parameter and associated value from the XMD definition, then upload the corrected file.
4. Validation will be performed when Save (in the Fields panel) or Update Dataset (in the Edit screen) is clicked and any failures will present in an error message.