How to Create an Instance in a Collection

Once you create a Collection, you create instances to fill out the collection. You can then link those instances to Data Items manually or via rules.

Instances are items that make up a collection. They can be Terms in a Glossary Collection, Critical Data Elements in a Governance Collection, or Source Systems in a Data Management Collection.

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In the above example, Instance 1 is Columns and the two data items linked to it are Customer Name and Interest Rate

How to Create an Instance

• Select Platform Settings in the side bar

• In the pop-out side panel click on Collections

• Select the collection you’d like to add a new instance for

• Click Add Instance

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  Add instances

• Complete the form and click Add

  • Names must be unique within a collection

  • The name is case insensitive

• Link your data items to the new instances you’ve just created.