Quick Actions

Quick Actions allow users to perform common tasks directly from the search results without navigating to different application parts. These actions streamline workflows and enhance user efficiency.

Below are the listed quick action items for various object types.

Certification and Ratings

The Certification and ratings allow users to view the data object's certification type (Certify, Caution, Inactive, and Violation) and rating. Hovering over the icon displays the certification type.

Quick View

The Quick View feature allows users to see a summary of metadata details for a search item or data object without viewing the full details. This feature applies to Data Catalog and Business Glossary objects.

Add to Default Project or Access Cart

The Add to Default Project allows users to add objects to the Access Cart or the Default Project.

In Projects > All Projects, if Access Cart is selected as the default, the Access Cart icon will be displayed in Quick Actions. If a generic project is selected as the default project, the Projects icon will be displayed in Quick Actions.

Add to Bookmark

The Add to Bookmark feature allows users to bookmark a particular object.

Copy to Clipboard

Copy to Clipboard allows users to quickly copy URLs from the search results to their clipboard, making navigation easy.

The quick action items are different for each type of data object. The table below shows which data objects have which quick action items.

  • BD - Business Description

  • TD - Technical Description

  • CF - Custom Fields

Service Requests
Quick View Parameters
Add to Access Cart/Default Project
Bookmark
Copy Code link

Tables

Yes

Yes

Yes

Yes

Files

Yes

Yes

Yes

Yes

Reports

Yes

Default Project only

Yes

Yes

APIs

Yes

Yes

Yes

Yes

Topics

Yes

Yes

Yes

Yes

Table Columns

Yes

Yes

Yes

Yes

File Columns

Yes

Yes

Yes

Yes

Report Columns

Yes

Default Project only

Yes

Yes

API Attributes

Yes

Yes

Yes

Yes

Terms

Yes

Default Project only

Yes

Yes

Databases

Yes

Default Project only

Yes

Yes

Codes

Yes

Default Project only

Yes

Yes

Help & Resources

(Data Stories)

No

Default Project only

Yes

Yes

Projects

No

No

Yes

Yes

Service Requests

No

No

Yes

Yes

Inbox

No

No

Yes

Yes

Tags

No

No

Yes

Yes

Question Wall

No

No

Yes

Yes

Pagination

Pagination allows dividing the search results into separate pages to improve user navigation.

Download

All the search results can be downloaded using the Download option.

Filters

Filters allow users to narrow down search results based on specific attributes or metadata associated with data. These filters help users to locate and manage data objects efficiently.

The search results will be displayed based on the selection criteria if a user searches for any keyword from the Data Catalog or Data Attributes. This filter list will be constant in the Filters section until a new search keyword is entered.

Dynamic filters related to the searched keyword: Filters in the search results update dynamically based on the user's selected filter options.

Also, all selected filter values are displayed in the object card when a filter is applied.

The following filter values can be seen on the object card based on the selection:

  • Scores - Quality Score, popularity Score, Curation Score,etc.

  • Governance Roles - Steward, Custodian, Governance Role 4, Governance Role 5 and Governance Role 6.

  • Custom Fields - Code Custom Field, Date Custom Field, and Number Custom Field

For example, if a user selects the Quality Index range and popularity range filter from the left-hand side panel, the search card displays the values of the selected filter range (or) option.

Apart from Data Catalog and Data Attributes, search filters can be displayed for the following categories:

  • Quality Index

  • Connection

  • Schema

  • Business Glossary

  • Term Status

  • Table Type

  • Report Group

  • Service Request Status

  • Folder

  • Additional Information

  • Question Wall

  • Created Date

  • Owner

  • Governance Roles

  • Certification

  • Popularity

  • Metadata Curation Score


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