Configure search tabs

Important  This feature is available only in the latest UI.

Search tabs are preconfigured tabs on the search page that allow you to search within a selection of assets or all Collibra content. They streamline the search experience by providing targeted results based on specific criteria or asset types. The options available when configuring search tabs depend on whether the Search tabs by audience (in preview) setting is enabled. This setting is disabled by default.

Image of search page with search tabs

  • Search tabs by audience enabled
  • Search tabs by audience disabled

If the Search tabs by audience setting is enabled, you can customize the search page experience to support diverse audiences and use cases. You can choose which search tabs are shown on the search page. You can also add more tabs, adjust who can view a tab, rename it, reorder it, delete it, and configure its filter facets. For more information about the feature, go to Search tabs by audience.

Prerequisites

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. In the Search section, click Search Tabs.
    The Search Tabs page opens.
  3. Enable or disable the following options.
    OptionDescription
    Business Glossary
    • On (default): Shows the Business Glossary tab on the search page.
    • Off: Hides the Business Glossary tab from the search page.
    Data Marketplace group
    • On (default): Shows the Data Marketplace tab and subtabs on the search page. The out-of-the-box Data Marketplace subtabs are Data Sets, Reports, and Tables.
    • Off: Hides the Data Marketplace tab and subtabs from the search page.
    Tip You can configure the Data Marketplace scope using Edit scope. For more information, go to Configure Data Marketplace in Search scope.
    Catalog
    • On (default): Shows the Catalog tab on the search page.
    • Off: Hides the Catalog tab from the search page.
    Note The All results tab is always shown on the search page.
  4.  To add a Data Marketplace subtab:
    1. Click Add subtab.
      The Add search tab dialog box appears.
    2. Enter the required information.
      FieldDescription
      Tab nameName to identify the subtab on the search page.
      DescriptionDescription for the subtab. This isn't shown on the search page.
      Visible toOptions that determine if everyone can see the subtab or if only specific user groups or global roles can see the subtab. If you select a specific group and a role, a user who belongs to the selected group or has the selected role can see the subtab.
      Filter facets

      Set of filter facets that will be available for the subtab on the search page. Within each facet, you can select the criteria that you want preselected on the search page.

      Note Only those facets are shown for which assets exist within the Data Marketplace scope.
      • In the following image, the Status facet includes the Candidate and Under Review values with checkboxes. This indicates that these statuses are part of the Data Marketplace scope and that the Status facet is configured to be visible.
        Image of the Add search tab dialog box with the Status field
      • If no assets in the Data Marketplace scope have the Under Review status, the Under Review checkbox isn't shown.
      • If no assets in the Data Marketplace scope have the Candidate or Under Review status, the Status facet itself isn't shown, even if the facet is configured to be visible.
    3. Click Save.
    4. On the Search Tabs page, click Save.
    Tip The Data Marketplace group section can have up to 9 subtabs.
  5. To edit a subtab:
    1. Click Edit icon.

      The Edit search tab dialog box appears.
    2. Edit the information, and then click Save.
    3. Click Save.
  6. To change the order of subtabs, drag Drag vertical icon to the required position, and then click Save.
  7. To delete a subtab, click Close icon, and then click Save.
    Tip The Data Marketplace tab can't be deleted.
  8. To rename the Data Marketplace or All Results tab:
    1. Click Edit icon.
      The Edit search tab dialog box appears.
    2. In the Tab name field, enter the new name, and then click Save.
    3. Click Save.

If the Search tabs by audience setting is disabled, you can only add, edit, reposition, and delete Data Marketplace subtabs and rename the All results tab. For more information about the feature, go to Search tabs by audience.

Prerequisites

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. In the Search section, click Search Tabs.
    The Search Tabs page opens. This page contains search tabs that are currently shown on the search page.
  3.  To add a Data Marketplace subtab:
    1. Click Add Search Tab.
      The Add search tab dialog box appears.
    2. Enter the required information.
      FieldDescription
      Tab nameName to identify the subtab on the search page.
      DescriptionDescription for the subtab. This isn't shown on the search page.
      Filter facets

      Set of filter facets that will be available for the subtab on the search page. Within each facet, you can select the criteria that you want preselected on the search page.

      Note Only those facets are shown for which assets exist within the Data Marketplace scope.
      • In the following image, the Status facet includes the Candidate and Under Review values with checkboxes. This indicates that these statuses are part of the Data Marketplace scope and that the Status facet is configured to be visible.
        Image of the Add search tab dialog box with the Status field
      • If no assets in the Data Marketplace scope have the Under Review status, the Under Review checkbox isn't shown.
      • If no assets in the Data Marketplace scope have the Candidate or Under Review status, the Status facet itself isn't shown, even if the facet is configured to be visible.
    3. Click Save.
    4. On the Search Tabs page, click Save.
  4. To edit a Data Marketplace subtab:
    1. Click Edit icon.
      The Edit search tab dialog box appears.
    2. Edit the information, and then click Save.
    3. Click Save.
  5. To change the order of Data Marketplace subtabs, drag Drag vertical icon to the required position, and then click Save.
  6. To delete a Data Marketplace subtab, click Close icon, and then click Save.
  7. To rename the All Results tab, enter the new name, and then click Save.