Make actions available in Data Marketplace

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:

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

  • In the Need help? section if no search results are found in Data Marketplace in Search.
  • In the Need help? section in the search results of the standalone Data Marketplace.
  • In the primary action area, at the bottom of an asset preview.
  • In the Actions tab page in an asset preview.
  • At the bottom of the standalone Data Marketplace landing page.

Important 
  • 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. To use it as a primary action or asset action in Data Marketplace, make sure to apply 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 be available only 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 Need help? section

  1. On the main toolbar, click Products icon, and then click Cogwheel icon Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click the No Search Results Actions tab.
  4. In the Search section, click Actions and Preview.
  5. Click the No Results tab.
  6. Select the actions.
    Important 

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

  7. Click Save.

    In Data Marketplace in Search, the selected workflows will be visible only if no results are found.
    In standalone Data Marketplace, the selected workflows will always be visible in the search results page

    Tip Popular action here is 'Propose New Asset'.

Example 
In this example, the 'Propose Data Asset' workflow is visible in the Need help? section in the search results.

Steps to add the main actions in the asset preview

  1. On the main toolbar, click Products icon, and then click Cogwheel icon Settings.
    The Collibra settings page opens.
  2. In the Search section, click Actions and Preview.
  3. Click the Main Actions tab.
  4. In the Data Marketplace section, click Actions.
  5. Click the Main Asset Preview Actions tab.
  6. 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.
  7. 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.
  8. 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.
  9. Click Save.
Important 
  • You can select only resource workflows, 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 toolbar, click Products icon, and then click Cogwheel icon Settings.
    The Collibra settings page opens.
  2. In the Search section, click Actions and Preview.
  3. Click the Actions tab tab.
  4. In the Data Marketplace section, click Actions.
  5. Click the All Asset Preview Actions tab.
  6. Select the actions.
    Important 
    • You can select only resource workflows, 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.

    Tip Popular actions here are 'Request access', 'Request documentation', and 'Subscribe to asset'.

  7. Click Save.

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

Steps to add actions in the standalone Data Marketplace landing page

  1. On the main toolbar, click Products icon, and then click Cogwheel icon Settings.
    The Collibra settings page opens.
  2. In the Data Marketplace section, click Actions.
  3. Click Landing Page Actions.
  4. In the Search section, click Landing Page.
  5. Click the Actions tab.
  6. Select the actions.
    Important 

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

  7. Click Save.

What's next?

Continue the Data Marketplace configuration