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Project Integration

This article explains how My Workspace integrates with the Projects module and other OvalEdge modules, including Data Catalog, Business Glossary, Data Stories, and Search Results. It describes how users can add supported data objects to My Workspace, the validation checks performed during the process, and the behavior of workspace actions across different modules.

The article also explains the rules for supported object types, access validation, duplicate detection, workspace limits, and project management to ensure consistent behavior and data governance.

Data Catalog - Workspace Projects Integration

This section explains the functional details of the Workspace integration within AskEdgi and its behavior across modules, including Projects, Data Catalog, Business Glossary, Data Stories, and Search Results.

Operational Framework

The AskEdgi Workspace operates as a personal project within the Projects module and receives data objects from multiple areas, including the Data Catalog, Business Glossary, Data Stories, and Search Results. Tables and files can be added to the workspace from the AskEdgi interface. Still, direct workspace management actions from other modules are governed by clear rules to ensure consistent behavior and data governance.

“My Workspace” functions as a default personal project with defined validations, icon behavior, access checks, duplicate checks, workspace limits, and visual indicators. Only supported object types, including tables and files, can be added to the workspace. Other object types, such as glossary terms and data stories, remain restricted to standard projects.

Feature Details

  1. Projects List View

Field
Behavior

Project Type

It will be displayed as My Workspace

Description

Non-editable to maintain workspace integrity

  1. Data Catalog List View

Object Type
Workspace Icon Behavior

Tables and Files

Workspace icon visible

All other object types

The icon appears greyed out to indicate restriction

Manage Project navigation

  • Log in as an Administrator.

  • Navigate to the Data Catalog module from the main application menu.

  • Select one or more data objects from the list.

  • Click on the Nine-Dot menu.

  • Select the Manage Projects.

  • Click Add to Project.

  • The system displays the list of eligible projects based on the selected object types.

  • Choose a target project from the displayed list.

  • The system validates duplicate entries, data access, and workspace limits.

  • The system displays the relevant success or validation message.

  • Data objects where the user has minimum Data Read access permission are added to the selected project.

Validation rules for adding to My Workspace

Validation Type
System Behavior
Message

Duplicate Check

If the object already exists, it is skipped

Some table(s) or file(s) already exist in your workspace and will not be added again

Mixed Duplicate and New

Some exist, and some are new

X of the selected tables or files already exist in your workspace. The remaining Y have been added successfully

Access Check

If the user does not have minimum Data Read access, the object is not added to the workspace.

X of Y data objects were not added due to access permission. Error message displayed.

Workspace Limit

Workspace limit reached

X of Y objects added to the workspace. Workspace has reached its limit of N tables or files. Please remove some objects before adding new ones.

Connector availability is validated before adding objects to ensure AskEdgi access readiness

3. Data Catalog Summary View

Add to Project

Selected Object Types
System Functionality

Only non-table or file objects

My Workspace is not displayed when Add to Project is clicked

Only tables or files

My Workspace displayed

Validation

Messages match those shown in Data Catalog List View

Examples

The selected table(s) or file(s) already exist in your workspace and will not be added again.

Workspace limit exceeded: Workspace has reached its limit of X tables or files. Please remove some objects before adding new ones.

4. Business Glossary, Data Stories, and Impact Analysis

Add to Project

Condition
System Functionality

Default Project is My Workspace

Only tables and files are supported

Business Glossary Terms and Data Stories

Cannot be added to My Workspace

Alternate routes, including bulk selection

My Workspace is not shown

Icon

From the Business Glossary List View, the default project icon changes to a greyed-out state.

5. Search Page Results

For Tables and Files

  • My Workspace icon is displayed.

  • Validation checks performed including

    • Duplicate check

    • Access check

    • Workspace limit check

For other object types

  • The " Add to Project” button is greyed out.


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