Create a view

You can create a view, for example, if you want it to contain specific fields and display assets based on a filter.

Tip You can create as many views as you want without causing problems for Collibra's performance.

Steps

  1. Navigate to the set of assets (in table display modes or tile display mode) for which you want to create a view.
    Example: Business Glossary
    If you want to start from the configuration of an existing view, switch to that view.
  2. Set the required filters.
  3. Customize the table or customize the set of tiles.
  4. Optionally, enable hierarchy or wrap text (not applicable in tiles display mode).
  5. On the right side of the view bar, click .
  6. In the view toolbar, click , then Save as.
    The Save view as dialog box appears.
  7. Enter the required information.
    OptionDescription
    Name

    The name of the new view.

    Description

    Optional. The description of the new view. You can add extra information about the view if necessary.

    View sharing options

    The sharing options allow you to share the view:

    • Public: All Collibra Data Intelligence Cloud users can use the new view.
    • Private: Only the creator of the view can use the new view.
    • Share with specific roles, groups & users: The users with whom you want to share the new view. You can select Roles, Groups and Users.

    Promote view

    You can promote the view by pinning it to the view or making it the default view:

    • Default: The new view becomes the default view when you open the table or set of tiles.
    • Pin: The view is pinned to the view selector.
  8. Click Save.