Add characteristics to an asset
In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.
Use the following options to see the documentation in the latest UI or in the previous, classic UI:
By adding a characteristic type to an asset type, users can provide extra context and additional information on the asset.
In the latest UI, you can define characteristic types in your asset type model separately from the asset type page layout. This lets you decide which items show on an asset page and organize content into sections that make sense to you and your colleagues. For more information, go to Tailored asset pages overview.
Before you begin
- You have assigned the characteristic type to the relevant assignment of the asset's type.
- You have a global admin role.
Steps
- Open an asset page.
- Click the asset type in the upper-left corner. For example, Business Term.
- In the tab pane, click Characteristics.
-
In the tab pane, click
Add characteristic.
The Add a Characteristic dialog box appears. -
In the tab pane, click
Add characteristic.
The Add a Characteristic dialog box appears. - In the Add a Characteristic dialog box, do one of the following:
If ... then ... You want to add an attribute type: Click Attributes. You want to add a relation type: Click Relations. You want to add a complex relation type: Click Complex Relations. You want to filter the characteristics: - Click All.
- In the Search field, start typing the name of the characteristic that you want to add.
Tip If the characteristic type is not in the list, it is not in the asset type's assignment. - Enter the required information.Note The required information depends on the characteristic that you are adding.
- Click Save.
Tip Alternatively, click the asset type in the Collibra Settings page Asset Types and expand the relevant global or scoped assignment.
Adding characteristics to the page layout
To add the characteristic to the asset type page, you must ensure the characteristic is added to your page layout.
Important You need to manually update the asset type page layout only if a specific page layout was published or if the asset type has an out-of-the-box asset page layout. For more information, go to Tailored asset pages overview.
Steps
- After saving a characteristic you added, click Edit Layout.
The page editor opens. - If you don't see your new characteristic on your page layout, drag and drop the characteristic onto the page.
- Click Publish.
You can also add characteristics to the assignment from the layout editor.