Manage statuses

Collibra comes out of the box with a large number of statuses for all the resources, for example, assets and workflow tasks. You can create, edit, and delete statuses.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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:

Create a status

Prerequisites

You have a global role that has the Product Rights > System administration global permission.

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating Model tab.
    The Operating Model settings are shown.
  3. In the left pane, click Statuses.
  4. Above the table, to the right, click Add.
  5. Type the name for the status.
    You can create multiple statuses at once by pressing Enter and type another name.
    Statuses that already exist appear in strike-through format.
  6. Click Create.

Edit a status

You can edit the name and the description of a status.

Tip If you enter a description, it appears as a tooltip next the status on asset pages. You can use this to give more details about the status to other users.

Prerequisites

You have a global role that has the Product Rights > System administration global permission.

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating Model tab.
    The Operating Model settings are shown.
  3. In the left pane, click Statuses.
  4. In the Name or Description column, hover your pointer over the cell, and then click .
    The cell editor appears.
  5. Enter the new name or description.
  6. Click .

Delete a status

You can delete a status if it is no longer used in any kind of workflow.

Note Certain statuses are managed by Collibra, meaning they are system-managed and you can't delete them. You can delete only custom statuses.

Prerequisites

  • You have a global role that has the Product Rights > System administration global permission.
  • The status that you want to delete is not used by any asset.

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating Model tab.
    The Operating Model settings are shown.
  3. In the left pane, click Statuses.
  4. On the right of the status you want to delete, click .
    The Delete dialog box appears.
  5. Click Yes.
     The status is deleted.