You can set a form’s Scope setting to Source Metadata to associate the form submission with a source format. This form can determine return on investment for name buys, tracking costs of search lists, etc.

This form can collect information related to the source format or not.

Creating source-scoped fields

To create a source-specific field:

1. Go to Database → Fields.

2. Select New Field.

3. Configure the field settings as necessary.

4. Set the Scope to Source.

5. Select Save.

Repeat as necessary.

Creating source metadata-scoped forms

To create a Source Metadata scoped form:

1. Go to Forms.

2. Select New Form.

3. Give the form a name and set the status to Active/Confirmed.

4. Remove all fields from the form.

5. Select Edit Properties.

6. Set the Scope to Source Metadata.

7. Add form fields from the palette.

8. Map the form fields to the newly created Source-scoped fields.

Associating the form with a source format

To associate a Source Metadata scoped form with a source format:

1. Go to Database → Source Formats.

2. On the source format with which the source metadata form should be associated, select Edit.

3. Select the desired form for the Source Metadata setting.

Interacting with the form & viewing the data

You can find your new form in Database → Upload Dataset.

Select the source upload and then select Metadata.

On the form overview page, you can select New Query to export all Source metadata values.