Configure custom asset tabs - Precisely Data Integrity Suite

Data Integrity Suite
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Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
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Data Integrity Suite
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2000
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2026

Create custom asset tabs that display assets matching specific filter rules. Each tab is scoped to a single asset class (Technical or Business), updates in real time, and supports AND or OR filter logic. Custom tabs are visible to all workspace users, though only Catalog Managers can create or modify them.

Note: You must be a member of the Catalog Managers user group to create or manage custom tabs.

About custom asset tabs: When you create a custom tab, you define filter rules that determine which assets appear in that tab. Each custom tab displays assets from a single asset class (Technical or Business) and updates automatically as asset properties change. All workspace users can view and use custom tabs, but only Catalog Managers can create or modify them.

  1. Go to Configuration > Catalog > Navigation.
  2. Click Add Tab.
  3. Enter a Tab name that describes the tab's purpose.
    Use a clear, descriptive name such as "Production Databases" or "High-priority Assets". The name can be up to 100 characters. Tab names should indicate what assets the tab contains; for example, "Production Databases" is clearer than "Prod DB".
  4. Select an Asset Class from the dropdown.
    Choose either Technical or Business. All assets in this tab must belong to the selected class.
  5. Define your filter rules by selecting asset types and properties.
    1. Select a Field to filter by (for example, Environment, Description, Asset Type ID, Owner, Status, or custom properties).
    2. Select an Operator (for example, equals, contains, starts with, greater than, exists).
    3. Enter or select a Value for the filter.
    4. Click Add Filters to add additional filter conditions.

    By default, multiple filter conditions use AND logic (all conditions must match). To use OR logic (any condition can match), select the Match Any option. You can create complex filter scenarios by combining multiple filter groups with AND and OR logic.

  6. Review your filter configuration in the preview pane.
    The preview shows a sample of matching assets. Use it to verify that your filters are configured correctly. Avoid overly complex filter combinations; if a tab requires many filter conditions, consider breaking it into multiple simpler tabs.
  7. Click Save.

The custom tab is created and immediately appears in the Catalog navigation. A notification banner confirms the tab has been created. All workspace users can now view and use the tab. The tab content updates automatically as assets are added, modified, or deleted.

In the Catalog, you can click the custom tab to view matching assets in card or list view, sort and search within the tab results using standard Catalog features, explore asset details, trace lineage, view relationships, and perform other Catalog operations. To return to the full asset list, click the All Assets tab or any other tab.

Example: Creating a Production Assets tab

To create a tab that shows only production assets:

  1. Go to Configuration > Catalog > Navigation.
  2. Click Add Tab.
  3. Enter Tab name: "Production Assets"
  4. Select Asset Class: "Technical"
  5. Add a filter: Field = "Environment", Operator = "equals", Value = "Production"
  6. Click Save.

The "Production Assets" tab now displays all technical assets where the Environment property is set to "Production". In the Catalog, click this tab to view the filtered results.

Managing custom tabs: After creating a tab, you can perform these operations:

  • Edit: Click the tab name to open the Edit Tab panel. Modify the name, asset class, or filter rules as needed, then click Save. For example, to include staging assets in the "Production Assets" tab, edit the filter rule to include both "Production" and "Staging" using OR logic.
  • Reorder: Click the ellipsis next to the tab name and select Move To Top, Move Up, Move Down, or Move to Bottom. The new order is saved automatically and affects the display sequence for all users.
  • Hide: Click the ellipsis next to the tab name and select Hide. Hidden tabs do not appear in Catalog. You can show them by choosing Unhide.
  • Duplicate: Click the ellipsis next to the tab name and select Duplicate. A copy of the tab is created with the same filter rules. Duplicating a tab is useful when you want to create a similar tab with minor modifications that you can then customize.
  • Delete: Click the ellipsis next to the tab name and select the delete option, then confirm.
    Warning: You can only delete custom tabs. System tabs cannot be deleted (Datasources, Datasets, Fields, Technical Assets, Business Assets, Tags, Jobs.). Deleting a tab does not affect the assets themselves; it only removes the tab from the Catalog navigation.

Work with filtered assets in custom tabs

When you click a custom tab in the Catalog, it displays all assets that match the tab's filter rules. The tab content updates automatically as assets are added, modified, or deleted. Assets that no longer match the filter criteria are automatically removed from the tab view. You can explore asset lineage to understand data flow and dependencies, view asset relationships to see how assets are connected, add tags or properties to assets to enhance metadata, and create data quality rules for assets in the tab.
Table 1. Filterable fields
Field name Field type Description
Asset Type ID Object ID The unique identifier of the asset type (for example, Datasource, Dataset, Field).
class String The asset class: Technical or Business.
Name String The name of the asset.
Description String The description of the asset.
Owner String The user or team that owns the asset.
Status String The status of the asset (for example, Active, Archived, In-review).
Environment String The environment where the asset resides (for example, Production, Staging, Development).
Created Date Date The date when the asset was created.
Custom properties Varies Any custom properties defined for the asset type (for example, Criticality).
Filter logic and examples: Custom tabs support AND logic (all conditions must match) and OR logic (any condition can match). The following examples show how to configure filters for common use cases:
Use case Filter configuration
Show only production datasources assetTypeId = Datasource AND Environment = Production
Show active or recently updated assets Status = Active OR CreatedDate >= (last 30 days)
Show high-priority assets in specific domains Criticality = High AND (Domain = Sales OR Domain = Finance)
Show assets owned by specific teams Owner IN (DataEngineering, Analytics, DataGovernance)
Show assets with specific data classification DataClassification = Confidential AND Status = Active
Show assets that contain specific text in name or description Name CONTAINS "customer" OR Description CONTAINS "customer"