Tailored asset pages overview

Important  This feature is available only in the latest UI.

The Tailored asset pages feature allows you to do quick in-page editing for a more efficient experience in editing attributes, relations, complex relations, and other values on asset pages. The feature also provides admins with the opportunity to tailor asset pages using a layout editor. The layout editor allows admins, for example, to create sections to group attributes, relations, and complex relations.

In-page editing in asset pages

Once an admin has added attributes, defined the layout, and published the page, the content in the asset pages can be updated directly on the asset page, if you have an admin or author role. With in-page editing, it's easier to add information, giving the page more value for your colleagues.

Updating the asset page layout

As an admin, you understand your organization and its needs. That's why you can tailor asset pages to meet those needs. With the layout editor, you can customize which items appear on an asset page for a particular assignment and organize content into sections that make sense to you and your colleagues.

Based on this, asset pages can have the following page layouts:

  • None: The asset type does not have a specific page layout.
    • If a user opens an asset of this type, Collibra automatically creates a layout based on the characteristics in the asset type assignment.
    • If you add a characteristic to the assignment, the layout is automatically updated.
    • If you reorder the characteristics, the layout is automatically reordered.
  • Out-of-the-box: The asset type comes with a default layout defined by Collibra.
    • Collibra automatically uses the out-of-the-box asset page layout, unless a tailored asset type page layout has been defined.
    • Whenever you change the assignment of such an asset type, you must manually update the page layout. Adding or reordering characteristics will not update the layout automatically because Collibra does not know where the characteristic fits on the page. For information on updating the page layout, go to Edit your layout.
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  • Tailored: You have customized and published an asset type page layout for the asset type.
    • Collibra automatically uses the out-of-the-box asset page layout.

      Note As soon as you publish a tailored asset type page layout, it takes precedence over any other layout for the asset type, including the out-of-the-box asset type page layout.

    • Whenever you change the assignment of such an asset type, you must manually update the page layout. Adding or reordering characteristics will not update the layout automatically because Collibra does not know where the characteristic fits on the page. For information on updating the page layout, go to Edit your layout.

Note If you remove characteristics from the assignment, the layout is always automatically updated.

Drafting and publishing

Any changes you make to your asset type page layout will automatically save as a draft.

Important Draft layouts are not user-specific, so colleagues with the correct permissions can make further changes to the draft you created or publish it. This means that the draft you save might not be the same as the one you return to if one of your colleagues has edited it.

When a layout is marked as a draft, only those with editing access can see it in the layout editor. Once a layout is published, it is applied to the asset page for that assignment and affects the content presented to colleagues viewing those assets.

System content and sections

With the tailored asset feature, you can customize the sections and content on your asset page. However, some sections and content are not editable. These sections are the system content and sections.
System content and sections appear for out-some of-the-box asset types and are fixed in the layout. They are controlled by Collibra, at a system level.

Best practices

We recommend limiting the sections in your asset pages to no more than seven.

Although you can have an unlimited number of sections on your tailored asset page, research suggests that around seven options are a safe number to give people without overwhelming them. This number also gives enough variance that the person choosing feels like they have options to compare and make the best selection.

If you find yourself with more than seven sections, we recommend that you reflect on how you are breaking down the content. Talk to the intended audience and ask what they are looking for in this type of asset. You could also consider if the way you are displaying the data is the most efficient. Could you use relations to refer colleagues to other assets for further details? Could you summarize data better for certain audiences (assignments) using the description?

To ensure your colleagues can find and understand information, we recommend giving sections clear and concise titles.

Try to consider the logic of how sections are organized and the structure of the content in each section. You know best what your colleagues are looking for, and the order that makes sense for the content. If you don’t know this information, talk to the colleagues that will be using this layout.

With the new layout, there is no protection for simultaneous editing.

This means if someone made the last change and has their changes saved, all other unsaved changes will be overridden. Therefore, collaborate with any other editors to ensure you aren’t working on the layout at the same time.