Adding Terms and Linked Assets

This documents helps you to understand the importance of linking assets and steps how you can link assets to the terms.

Users can link tables and columns from the data catalog directly to glossary terms. This feature allows users to quickly identify which tables contain the data needed for specific metrics. Additionally, any open incidents related to these linked tables are displayed alongside, alerting users to potential issues. This ensures informed decision-making and data integrity when using these assets.

  • Step 1: You will need a Term first to add links to assets. Navigate to the Catalog -> Glossary page. You can add a term under any Glossary or Category.

  • Step 3: Fill in the name and description to add a term. An approver will need to be selected (or it is marked as approved instantly).

  • Step 4: Once term is added, you can click on the created term.

  • Step 5: In the Term, click on the tab Linked Assets. Click on Make Changes.

Adding, editing or removing linked assets will also require the approval workflow to take effect.

  • Step 6: Search and add the assets to be linked. You can filter this list by asset types and sources.

  • Step 7: Once the assets has been selected, click on Link these assets. The new assets should be added to the list with the tag Add.

  • Step 8: Before the linkages take effect, you will need to submit the request for changes by selecting a reviewer or mark as approved immediately. Once the request is approved, the linked assets will show up in the All Linked Assets tab in the Term.

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