Make actions available in Data Marketplace

Administrators can add and remove actions. Actions in Data Marketplace start workflows. They can be made available in the following locations:

  • At the bottom of the Data Marketplace landing page.
  • In the Need help? section if we cannot find any search results.
  • In the primary action area, at the bottom of an asset preview.
  • In the Actions tab page in an asset preview.

Important 
  • Currently, you cannot use workflows created in Workflow Designer, in Data Marketplace. For information about Workflow Designer, go to Workflow Designer.
  • Data Marketplace shows the Start Label of the workflow as the action's button.
  • The out-of-the-box Request Access workflow assumes the request starts from the data basket. You cannot use it as a primary action or asset action in Data Marketplace without customizations.
  • Only the initial workflow opens in Data Marketplace. If a workflow starts another workflow, the follow-up workflow doesn't open in Data Marketplace.
  • Actions are based on workflows and their configuration. Workflows can be configured to only be available for certain asset types or users, and they can be paused. If data consumers don't see a specific action, the workflow configuration may give an indication on the reason.

Before you begin

Required permissions

You are an administrator in Data Marketplace.

Steps to add actions in the Data Marketplace landing page

  1. On the main menu, click , and then click Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click Landing Page Actions.
  4. Select the actions.
    Important 

    You can select only global workflows for which the option Show in global create has been selected.

  5. Click Save.

Steps to add actions in the Need help? section when no search results are available

  1. On the main menu, click , and then click Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click No Search Results Actions.
  4. Select the actions.
    Important 

    You can select only global workflows for which the option Show in global create has been selected.

  5. Click Save.

Example 
In this example, the Propose new data set workflow is visible when no search results are found.

Steps to add the main actions in the asset preview

  1. On the main menu, click , and then click Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click Main Asset Preview Actions.
  4. In Default Primary Action, select the default workflow to show as primary action in the asset preview.
    Select None if you don't want to show a primary action.
  5. In Primary Action per Asset Type, click Add to define a specific workflow for a specific asset type.
    You can, for example, add a different workflow for asset type Data Set and asset type Report.
  6. If you want to add a link to an external system from the asset preview, enter the Action Label and the System URL in the Link section.
  7. Click Save.
Important 
  • You can select only workflows that apply to assets.
  • If a data consumer doesn't have access to the workflow or the workflow doesn't apply to the asset's asset type, the action will not appear in the asset preview.
Example 

In this example, Request Access is the primary action and Log IT ticket is the link in the asset preview.
You cannot customize the Go to Asset Details action.

Steps to add actions in the Actions tab page in the asset preview

  1. On the main menu, click , and then click Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click All Asset Preview Actions.
  4. Select the actions.
    Important 

    • You can select only workflows that apply to assets.

    • If a data consumer doesn't have access to the workflow or the workflow doesn't apply to the asset's asset type, the action will not appear in the asset preview.
  5. Click Save.

Example 
In this example, the Create Issue workflow is available in the Actions tab page of an asset preview.

What's next?

Configure the filters in Data Marketplace