Once you create a Collection, you create instances to fill out the collection.
Each instance is then linked to the relevant data items. You can then link those instances to Data Items manually or via rules.
How to manually link a data item to an instance
Option 1 | Option 2 |
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Search for the instance and click on Link. A pop up box will appear allowing you to select an eligible data item. | Search for the Data Item’s Profile Page. Click + ADD and a pop up will appear allowing you to select an eligible data item. |
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If you cannot find the data item, ask your Data Governance Manager or Data Manager to ensure the collection settings has been created correctly to allow your data item type to be linked.
How to automatically link data item’s using rules
This function is currently restricted to Data Governance Managers and Data Managers
Linking rules are a great way to automatically link data items to a collection using business rule written in a regex format (aka Regex Rule). They can create consistency and help save manual time and effort. Data items that no longer meet the Regex Rule will automatically be de-linked from the collection.
Select Platform Settings in the side bar
In the pop-out side panel click under Collections, click on Instance linking
Click on New Linking Rule
Complete the form and click Add
