Edit a view

You can edit the name and description of a view.

Note To avoid potential unexpected errors, we recommend against simultaneously editing the same view in multiple browser tabs.

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:

Prerequisites

  • To edit your own view: You have a global role that has the following global permission: Views, Dashboards, Search filters > Manage your own Views, Dashboards, Search filters.
  • To edit a view that is shared with you: You have a global role that has the following global permission: Views, Dashboards, Search filters > Manage shared Views, Dashboard and Search Filter.

Steps

  1. Open the set of assets (in table or tile display mode) for which you want to edit a view (for example, Business Glossary).
  2. Switch to the view you want to edit.
  3. Click .
    The Edit Name and Description dialog box appears.
  4. Enter the required information.
    FieldDescription
    NameName to identify the view.
    Description

    Description for the view.

  5. Click Save.