Configuring accounts as people fields (CTK)
This feature allows you to configure accounts as dynamic selection values for people fields. With this feature enabled, catalog teams can effortlessly tailor metadata fields on resource pages, allowing for a targeted selection from a list of active data.world accounts. This facilitates the configuration of organizational accounts, empowering end-users to easily search and attribute users, enhancing both resource management and user interaction.
Key features:
Dynamic selection: Configure user accounts to appear as dropdown values for people fields, simplifying the process of associating users with resources.
Filter resources by accounts: Users can utilize these people fields to filter resource lists based on specific accounts, improving data discoverability and management.
Creating account fields
To create an account field:
On the Organization profile page, go to the Overview tab or Resources tab. Click the New button and select Catalog resource.
On the Create a new resource page, in the Select type tab, select Metadata field - account. Click the Continue button.
The Create a new Metadata field - account page opens.
In the Configure fields tab, set the following in the About section.
In the Title field, provide a name of the field you want to add. For example, let us add a field called Tech Leads.
From the Collections dropdown, select the Metadata profile collection.
In the Configure fields tab, set the following in the More information section.
Resource types: Select the resource types for which you want to make the field available.
Collection types: Select the collection types for which you want to make the field available.
Sections: Specify the section in which the field should appear.
Display order: Set the order for the field as a number. For example, provide 1.
Page visibility: Select if the field should be always displayed on the resource page or if should be hidden when it is empty.
Edit modal visibility: For fields that are used less often, define them as additional properties so that they show as secondary field under an Add new field dropdown on the page where the field values are defined and edited.
Edit permissions: Select Can edit if users should be able to edit the value from the UI. Otherwise, set it to Read only.
Read-only sources: If you are making the field read-only, you can specify the source system for the field. The default value is This field is automatically synced from an automation or source.
Hover hint: Provide a help text to give context to your users about the field when they are viewing the field values.
Edit hint: Provide a help text to give context to your users for what values they should provide while they are editing the field.
Filter by this field in search: This allows you to make the field available as a filter on the search results page.
Type of select: Choose from Multiselect or Single select.
Click Continue.
On the Review tab, check the configuration details for any possible errors before saving it. If adjustments are needed, click Back to edit the configuration.
View the results 🥳
You can now attribute members of your catalog to your data resources.
