Custom Fields

Custom Fields are data fields created to capture specific information relevant to an organization's unique needs. They go beyond the standard fields displayed on the summary page of any data object or item, allowing to add more context, which makes data analysis more meaningful and allows better categorization and tracking.

Gain actionable insights by exploring specific data aspects to support informed decisions and strategic planning. Use Custom Fields to align data governance with business needs, enabling precise and effective control over data assets.

Navigate through Custom Fields

Navigate to Administration > Custom Fields to create custom fields. System Admins can create four types of custom fields: text, Code, Number, and Date.

Upon adding custom fields, the fields become visible and accessible on the summary pages of the corresponding data objects or items. Create custom sections to organize custom fields for display on the data object's summary page.

Users with OE_ADMIN privileges can access and create custom fields and edit and delete them as necessary.

Choose Object Type and Other Fields

Select the object type to create custom fields. The different object types that can have custom fields are listed below:

Data Catalog Objects:

1. Schema

2. Table

3. Table Column

4. File

5. File Column

6. Report

7. Report Column

8. API

9. API Attribute

10. Code

Others:

1. Business Glossary Terms

2. Tags

3. Data Quality Rules

4. Policy

5. Project

6. Project Task

7. ROPA

   1. ROPA Processing Activity

   2. ROPA Report

After selecting the object type, move to the subsequent level to determine how custom fields intended for creation should be presented in the respected module, i.e., Business Glossary and Data Catalog UI. This choice can be made either within the connectors/domains, allowing to create custom fields tailored to the selected connector, or at the global level, facilitating the application of these fields across the entire system. Create new ones by clicking the 'Add' button.

Project and Project Task custom fields are configurable through System Settings (projects.beta.mode.enable) and are not available by default.

Select Visibility of Custom Fields

Data Catalog

• Global Visibility: Make the custom field visible across all connectors for the selected data object type.

• Connector-Specific Visibility: Limit the custom field’s visibility and usage to selected connectors only.

  

Business Glossary Terms

Custom fields can be created globally across all domains or specifically for selected domains in the Business Glossary. If created globally, the custom fields will be visible across all domains and, consequently, on all term summary pages. However, if created for specific domains, the custom fields will be displayed exclusively under dedicated sections for terms created within those domains.

Data Quality Rule

Custom fields can be created globally for Data Quality Rules (DQR). The created custom fields will be visible across all the dimensions in DQR.

Tags

Custom Fields for Tags depend on the tag security model:

• If Secure Tags are enabled, Master Tag-specific and Global custom fields are available.

• If it is open tags, only Global custom fields are available.

  

Text Custom Fields, Code Custom Fields, Number Custom Fields, and Date Custom Fields can be added individually for any selected Master Tag from the dropdown.

ROPA:

1. ROPA Processing Activity

   
2. ROPA Report Custom fields can be created globally for ROPA Processing Activities and ROPA Reports.

   

Sections

Organize custom fields under Manage Sections. The Sections are displayed on a data object's summary page, a feature currently supported only for Data Catalog Objects, Business Glossary, Tags, Project and Project Task. With the introduction of Sections, Custom Fields will now be grouped under specific Sections. Each object type will have System and Custom Sections. System Sections cannot be deleted, but Custom Sections can be deleted, provided no Custom Fields are associated with the Section. By default, all object Types are provided with 3 Custom Sections and can have a maximum of 6 Custom Sections. If the column is unchecked for a Section, the section name is not displayed at the object, and objects are segregated without heading.

Manage Sections

From Custom Fields > Manage Sections, manage the left and right sections for objects such as Schema, Table, Table Column, Report, Report Column, File, File Column, Code, API, and API Attributes, Business Glossary (Terms), Tag, Project and Project Task.

Manage Left and Right Section Layouts

Use Manage Section Layout to add, edit, or delete custom sections, rearrange their position, or hide sections as needed.

The following enhancements have been made to the Manage Section Layout:

1. A Section Type column has been added between the Section Name and Viewable columns, displaying the created system and custom fields.

2. Reposition sections using drag-and-drop functionality.

3. Hide/unhide sections with default checks.

4. Add up to 100 characters for both custom and system section names.

   

Sections History

The Section History helps other applications track the changes made to a particular section (left or right) over time.

View the audit history for Sections and System Fields, including actions such as section made viewable, section hidden, section name updated, custom section created, and custom section deleted.

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