Setting up your catalog

If you are a project admin, you are able to customize the structure of the catalog to suit your business requirements. In addition to the System fields that are system creates for Data sources, Tables, and Columns, you are able to set Custom fields.

Custom fields allow you to dictate the metadata that you attach at a data source, table or column level. These custom fields can be prioritized so that you can choose which fields are visible in search result and tooltip previews. For a custom field, you can set Name, Display name, Type, Description, and Catalog Filter. The Catalog Filter toggle dictates whether or not a user can filter search results by that custom field.

To customize the catalog structure, navigate to the Catalog section in the sidebar. Then click the Manage Catalog Structure button in the top right-hand corner. In this screen, you can review the system fields for data sources, tables, and columns.

Select the Custom tab to view your existing custom fields. To add new custom fields, click the Add custom field button and fill out the required information. Once you have multiple custom fields, you can drag to reorder and prioritize the fields by clicking and holding the three-dot icon on the left side of the field row.

To edit or delete a custom field, hover over the row and click the three-dot icon on the right-hand side of the row.