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About the Suggest Resources Premium Automation

Important

This automation is available only for customers that have purchased the Data Governance Premium tier.

This feature provides an interactive workflow enabling users to suggest catalog resources, business terms, and collections to the catalog. Suggestions follow an approval process, ensuring proper governance. Upon approval, the suggested resource becomes part of the catalog.

Planning for the automation

  1. Resource types: Identify the Resource Types for which you are setting up the automation, For example, Power BI Dashboards, Tableau Dashboard, etc.

    Important

    This automation is not available for datasets and projects.

  2. Levels of approvers: Decide the levels of approval you want and identify the user group that will approve the suggestions at each level. You can set a maximum of 5 approval levels. At least one user at each level has to approve the suggestion before the users at the next level can process the request. The suggestion is not sent to the next levels if it is rejected by the users at the preceding level.

How different users of the catalog set up and use the automation

Tasks for automation admins

  1. Get the list of resources for which you want to apply the automation.

  2. Get the list of groups that will approve the request.

  3. Create the automation using the information from step 1-3.

  4. Enable the automation.

Tasks for users using the catalog

  1. From the Organization profile page, click the Suggest button.

  2. Suggest the resources.

  3. Once your suggestion is approved or rejected, you are notified through an email notification.

Tasks for approvers of suggested resources

  1. You are notified about new suggested resource through in-app and email notifications.

  2. Click the request to come to the Tasks list in the data.world application.

  3. To claim the task, either click the Claim button on Tasks page or browse to the specific task to see its details and then claim the task.

  4. Share your feedback on the resource using the Discussions tab to start a conversation and request the necessary edits. The suggester can then update the resource, allowing you to continue with the review process.

  5. After reviewing the resource, either accept or reject it.

  6. As tasks keep going through the various levels, the approvers of the next stage are notified. On final approval, the submitter of the task is notified about the final decision.

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