User interface

Use this topic to learn about the Collibra user interface, key screen elements, how to arrange list items, and how to navigate efficiently using your keyboard.

About latest UI and classic UI

By default, Collibra uses the latest user interface (UI). However, some environments may still use an older version called the Classic UI.

With the exception of this topic, the documentation only applies to the latest user interface. If a feature does not work in the classic UI, the documentation has a prerequisite asking you to check that you are on the latest UI.

With Collibra 2024.05 comes the latest user interface (UI).

For information on how to enable the latest UI, go to Enable the latest user interface.

FAQ on the latest UI

Screen layout

No.	Element name	Description
	Application logo	Open the homepage.
	Applications	Open another application, such as: Business Glossary: Manage your business terms. Catalog: Manage data sets. Global View: See all assets in a single view. Reference Data: Manage your code values and code sets. Stewardship: Manage your tasks. Policy Manager: Manage your organization's policies. Settings: Manage your operating model and users. Data Helpdesk: Manage issues. Product capabilities with a dedicated entry point on the application menu or that function as standalone are marked as Product in the products and features overview.
	Browse	Open the browse pane, which contains organization, asset views, and dashboards.
	Search	Search for any resource in Collibra using a search box.
	Create	Create any resource from any location.
	Tasks	Check how many workflow tasks are awaiting your attention and manage those tasks from the Tasks page.
	Activities	Check the Collibra activities and view the history of all the jobs you started.
	Data basket	Request access to assets.
	Help	Access What's New, Product Documentation, Product Resources Center, Collibra University, Collibra Marketplace, and Support Portal. If you are an administrator, you can also access API documentation.
	Avatar	View and modify your profile, sign out, and report a problem.
	Subtab	Open one of the pages of the current application.
	View selector	Switch between views.
	View toolbar	Manage the current view.
	Action buttons	Perform actions on the assets that you selected in the view or start a workflow.
	Content toolbar	Manage the resources in the current view.
	Filter pane	Filter the resources in the view.
	Table or set of tiles	See the resources in the current view in a table or as tiles.
	Rows per page	Change the number of rows or tiles per page, or switch to another page.

Screen elements in the user interface

The Collibra user interface contains a number of common elements that appear throughout the product. You can navigate through Collibra using your mouse or keyboard.

Arrange list items

On some pages and in some dialog boxes, you can arrange list items to change the order of their appearance on the page, for example, when adding fields to a view or editing an asset type assignment.

Example

In dialog boxes and on regular pages, you can have lists that can be arranged. You can arrange the list items in the same way.

In a dialog box	On a page

Moving items by dragging and dropping

The easiest way to move items up or down is typically by dragging and dropping:

Click or in front of an item and hold down the mouse button.
Move your mouse to the desired location in the order.
Release the mouse button.

Navigate using your keyboard

You can navigate using your keyboard.

Action	Description
Moving the focus point	The focus point indicates the current focus of your navigation. If you hover your mouse pointer over an element, you sometimessee the background change, or text becomes underlined. When you use the keyboard, the same effect takes place as when you hover your mouse pointer. However, rather than moving your mouse, you can jump to the next element using the tab key on your keyboard. You can also press shift + tab to jump to the previous element.
Clicking and activating screen elements	Press enter to activate an element when it is the focus point. This allows you to press a button or open a link, using your keyboard rather than clicking.
Opening and closing dialog boxes and pop-ups	Click any dialog box or pop-up to open it. You can navigate in the dialog boxes and pop-ups just as you would anywhere else. To close it, press escape.
Selecting and clearing checkboxes	Navigate to a checkbox and press the space bar to select it or clear it.
Selecting radio buttons	Use the arrow keys on your keyboard to select radio buttons. Navigate to the radio buttons using the tab key, then press ←, →, ↓, or ↑ to change which radio button is selected.
Skipping repetitive sections	Most pages in Collibra Platform contain repetitive sections at the top of the page, such as the main menu. You can skip this section using the Skip to content button. This button is the first available element when you start navigating in a repetitive section using your keyboard.
Navigating tables	Use the arrow keys on your keyboard to navigate within a table and interact with table elements, such as links. Navigate to the table using the tab key, then press ←, →, ↓, or ↑ to navigate within the table. Press enter to modify editable table cells. Press shift + enter to expand or collapse expandable table cells. Note The virtual cursor feature in screen readers may not work optimally with Collibra's custom implementation. Temporarily disable the virtual cursor when navigating tables in Collibra. For the JAWS screen reader, switch the virtual cursor by pressing JAWS key + Z.

By default, Collibra uses the latest UI. However, your administrator may have switched to the classic UI.

Screen layout

No.	Element name	Description
	Home button	Open the homepage or your default dashboard.
	Navigation browser	Open the Browse pane.
	Search field	Search for any resource in Collibra.
	button	Create any resource from any location.
	Shopping basket	Request access to assets.
	Tasks indicator	Check how many workflow tasks are awaiting your attention and manage those tasks from the My tasks page.
	Activities tracker	Check the Collibra activities and view the history of all the jobs you started.
	Info	Get access to the product documentation, to Collibra Product Resource Center and University, and to the Collibra support portal. Note If you have the Sysadmin role, you can access the API documentation.
	Avatar	View and modify your profile, sign out, and report a problem.
	Application menu	Open another application: Business Glossary: Manage your business terms. Catalog: Manage data sets. Policy manager: Manage your organization's policies. Reference Data: Manage your code values and code sets. Global view: See all assets in a single view. Data Helpdesk: Manage issues. Stewardship: Manage your tasks. Settings: Manage your data governance operating model and your users.
	Submenu	Open one of the subpages of the current application.
	View selector	Switch between views.
	View toolbar	Manage the current view.
	Filter pane	Filter the resources in the view.
	Action toolbar	Perform actions on the assets that you selected in the view or start a workflow.
	Content toolbar	Manage the resources in the current view.
	Table or set of tiles	See the resources in the current view in a table or as tiles.