Configure business qualifier filtering for a complex relation

In this example, we work with the commonly used Field Mapping complex relation type that comes out of the box with Collibra Platform. As the Field Mapping complex relation type is often used to track the flow of metadata from source column to target column, we also refer in this example to the Data Element asset type, which is a parent of the Column asset type. Lastly, the Field Mapping complex relation type is, by default, included the global role of the Data Element asset type.

1. Start by editing the Field Mapping complex relation type. Specifically, you need to add a relation leg pertaining to a Business Qualifier asset:
   
   1. On the main toolbar, click → Settings.
      The Settings page opens.
   2. In the Operating Model section, click Complex relationsrelation types.
   3. In the table, find the Field Mapping row, and then click at the end of the row.
      The Edit Field Mapping dialog box appears.
      
   4. In the Relations section, click Add Relation.
      
   5. Enter the required information.
      
      • Role: We recommend entering the value is qualified by, but you can enter any text that suits your needs.
      • Asset Type: Business Qualifier.
      Tip Retain the default values in the remaining fields.
   6. Click Save.
2. If no appropriate Business Qualifier asset exists, create one:
1. On the main toolbar, click .
   The Create dialog box appears.
2. Click the Assets tab.
   
3. In the list of asset types, click Business Qualifier.
   The Create Asset dialog box appears.
4. Enter the required information.

   Field	Description
   TypeAsset type	The asset type of the asset that you are creating: Business Qualifier
   Domain	The domain to which the new assets will belong. You can create only an asset type in any domain of a domain type that is assigned to a selected asset type.
   NameAsset name	The name of the new Business Qualifier asset: BQ1

5. Click Create.
   A message stating that one or more assets are created appears.
3. Specify the Business Qualifier asset in the complex relation type:
   
   1. Open one of the relevant leg assets, for example, a Column asset.
      
   2. In the tab panebar, click Details.
   3. Ensure that the Show empty values option is selected.
   4. In the Field Mapping section, hover your pointer over any asset, and then click .

      

      
      The Edit Field Mapping dialog box appears. Notice that the is qualified by relation leg is empty.
      The Edit Field Mapping dialog box appears. Notice that the Is Qualified By relation leg is empty.
      

      

   5. In the is qualified byIs Qualified By field, enter the Business Qualifier asset, for example, BQ1.

      

   6. Click Next.
      
   7. Optional: In the Description field, enterEnter a description of the Field Mapping complex relation.
   8. Click FinishSave.
4. Add a relation between a Column asset and the Business Qualifier asset:
   1. Open one of the relevant Column assets.
   2. Click Add a Characteristic.
      The Add a Characteristic dialog box appears.
   3. Click the Relations tab.
   4. Search for and click is qualified by Business Qualifier.
      The Add is qualified by Business Qualifier dialog box appears.
      
   5. Enter the required information.
      

      Option	Description
      Assets	The name of the Business Qualifier asset: BQ1
      Start date	Optionally enter the date on which the relation between the assets becomes applicable.
      End date	Optionally enter the date on which the relation between the assets is no longer applicable. Leave this field empty to create a permanent relation.

   6. Click Save.
   7. Ensure that the Show empty values option is selected.
   8. Click the Is Qualified By field.
      The Business Qualified drop-down list box appears.
   9. Select the name of the Business Qualifier asset: BQ1
5. In the relevant diagram view, enable the Filtering by Business Qualifier option for both the Column asset node and the Field Mapping complex relation node:
   1. Open a relevant Column asset page.
   2. Click the Diagram tab.
      The diagram is shown in the default diagram view.
   3. If needed, in the View field, select a different diagram view.
      
   4. Click .
      The General properties form appears.
   5. Select a node in the diagram.
      The Node properties form appears.
      
      Tip You need to follow Steps e-h for both the Column asset node and the Field Mapping complex relation node.
   6. In the Node properties form, go to the Filters section.
   7. Enable business qualifier filtering.
      

      Your Collibra version	Action
      2021.01	Select the Filtering by business qualifier checkbox.
      2021.02 or newer	In the Filtering by business qualifier drop-down list box, select Mandatory, so that the diagram will contain only the assets matching this view node that are qualified by the chosen business qualifier.

   8. Above the diagram, to the right, click Save.
   9. In the diagram toolbar, click the Business qualifier drop-down list, and then select BQ1.