In this release:
Key Features and Enhancements
- Ability to filter Business Process Records by Custom Page Name and Custom Questions
- Ability to search, filter, and sort the BP Templates List page
- Added Tag column to the Data Inventory list page, giving users an easy way to see tag labels added to their Data Inventory Records
- Bugs and performance improvements
Ability to filter Business Process Records by Custom Page Name and Custom Questions
Description:
Two new filter types have been added to the Business Process Records Page:
- The ability to filter business processes by “Customer Page Name”
- The ability to filter business processes by “Customer Page Questions”
If a user is tagged to multiple templates, they will have the option to select which template they would like to use when creating a Business Process Record.
1. From the left side of the page, hover the mouse over the Data Inventory Hub icon, and then select Business Processes.
2. From the left side of the page, click Filters > More Filters, and then select either Custom Pages or Custom Questions.
The filter will be added to the Business Process List page.
3. Click the “Custom Pages” or “Custom Page Questions” drop-down and select the Page Name or Question which you would like to filter by.
4. Click Apply Filters and the business process list page will display results that align with the filter types selected.
Ability to search, filter, and sort the BP Templates List page
Description:
Users can search, filter and sort the BP Template List page, making it easier to find a specific template(s).
1. From the left side of the page, hover the mouse over the Data Inventory Hub icon, and then navigate to Settings > BP Templates.
2. At the top of the page are the search, sort and filter capabilities.
- Search — Use this to search by Template Name
-
Sort — Use this to sort the following fields from ascending to descending order:
- Name
- Description
- Template Enabled/Disabled
-
Filter — Use this to filter the BP Templates page by the following criteria:
- Linked Business Process Records
- Name
- Report Type
- Status
- Tags
Added a Tag column to the Data Inventory List page
Description:
Tags will display in the “Tags” column on the Data Inventory page for any Data Inventory Record that has tags. If several Tags have been added to a Data Inventory Record, a list of tags will display when the Tags cell is hovered over. Users can also edit Tags added to the record by clicking the Edit icon from within the Tags cell. A pop-up modal will display, giving the user easy access to editing Record Tags.
1. From the left side of the page, hover the mouse over the Data Inventory Hub icon, and then select Data Inventory.
The Tags column is on the right side of the page.
2. Hover over a Tag cell to view a list of tags that have been added to a record.
3. Click the Edit icon to edit the Tags added to that record.