Workflow widget

The Workflow widget enables you to start global workflows from the dashboard via buttons.

Image of a Workflow widget

Configure the Workflow widget

Important 

In Collibra 2024.05, we've 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:

Before you begin

  • To manage your own dashboard: You have a global role that has the following global permission: Manage Your Own Views, Dashboards, Search Filters
  • To manage another user's dashboard: You have a global role that has the following global permission: Manage Shared Views, Dashboards, Search Filters

Steps

  1. Open the widget for configuration.
    1. Open the dashboard for which you want to configure the widget.
    2. Click → Edit widgetsEdit Dashboard.
    3. If needed, drag the widget from the Widgets section to the dashboard.
    4. On the widget, click → Configure.
  2. On the ButtonsWorkflow Buttons tab, select a workflow, and then enter the required information.
    Image of a Workflow widget

    Field

    		Description

    1Title

    Label for the workflow button when it is shown on the widget.

    2Workflow

    		Global workflow that you want to start when the button is clicked.

    3Button

    Color for the button, based on the type of workflow. The following values are available for selection:

    • Default: Gray
    • Danger: Red
    • Info: Gray
    • Success: Green
    • Warning: Yellow

    Image of a Workflow widget

    Note This field determines only the color of the button. Consider using colored buttons only for your most prominent actions.

    Tip 
    • You can remove the workflows you don't want to show on the widget by clicking .
    • You can use multiple workflow widgets to group actions that belong together, or to highlight important assets.
      Image of a Workflow widget
  3. On the Widget tab, enter the required information.
    Tip You can use the Description field to explain to users why and when a certain action is required, or to set expectations on what happens after an action is triggered and completed. For example, you can specify the processing timeframe for a new term suggestion, indicating that it will be addressed within X business days, or communicate that you'll follow up via email to provide further updates.
  4. On the widget, click Save.
  5. In the upper-right corner of the page, click Close & save editsSave.