Manage custom asset tabs - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
geo_addressing_1
Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

Edit, reorder, hide, or delete custom asset tabs to keep your Catalog organized and relevant to your users' needs.

Note: You must be a member of the Catalog Managers user group to manage custom tabs. Ask your workspace manager to add you to this group if needed.

After creating custom tabs, you can modify them to meet changing business needs. You can edit tab names and filter rules, reorder tabs to change their display sequence, hide tabs from users, or delete tabs that are no longer needed.

  1. Go to Configuration > Catalog > Navigation.
    The page opens, displaying the Tabs section with all tabs (system and custom) listed on the left side.
  2. Locate the tab you want to manage in the tab list.
  3. Perform one of the following actions:
    1. To edit a tab: Click the tab name to open the Edit Tab panel on the right side. Modify the tab name, asset class, or filter rules as needed, then click Save.
      Note: System tabs (Datasources, Datasets, Fields, Technical Assets, Business Assets, Tags, Jobs) cannot be deleted or have their filter configurations modified. However, you can hide them from users.
    2. To reorder tabs: 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.
      Reordering affects the display sequence of tabs in the Catalog tab of the main navigation for all users.
    3. To hide a tab: Click the ellipsis next to the tab name and select Hide. Hidden tabs do not appear in the Catalog navigation for users.
      Note: You can hide both system and custom tabs. Hidden tabs can be shown again by clicking the ellipsis and selecting Unhide from this page.
    4. To duplicate a tab: Click the ellipsis next to the tab name and select Duplicate. A copy of the tab is created with the same filter rules.
      Note: Duplicating a tab is useful when you want to create a similar tab with minor modifications. You can then edit the duplicated tab to customize it.
    5. To delete a tab: Click the ellipsis next to the tab name and select the delete option, then confirm the deletion.
      Note: You can only delete custom tabs. System tabs cannot be deleted. Deleting a tab does not affect the assets themselves; it only removes the tab from the Catalog navigation.

Your changes are applied immediately. All users in the workspace see the updated tab configuration in the Catalog.

Example: Editing a custom tab

To modify the "Production Assets" tab to also include staging assets:

  1. Go to Configuration > Catalog > Navigation.
  2. Click the "Production Assets" tab name to open the Edit Tab panel.
  3. Modify the filter rule: Change the Environment filter value from "Production" to include both "Production" and "Staging" using OR logic.
  4. Click Save.

The 'Production Assets' tab now displays assets.

After managing your tabs, you can:

  • Create additional custom tabs to organize assets further. See create custom asset tabs.
  • Monitor tab usage to ensure they remain relevant to your users' needs.

Filterable fields

When creating or editing custom tabs, you can filter assets by the following 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 operators

The following operators are available for filtering assets:

Operator Description
Equals The field value exactly matches the specified value.
Not equals The field value does not match the specified value.
In The field value matches any value in the specified list.
Not in The field value does not match any value in the specified list.
Contains The field value contains the specified text (case-insensitive).
Not contains The field value does not contain the specified text.
Starts with The field value starts with the specified text.
Ends with The field value ends with the specified text.
Greater than The field value is greater than the specified value (for numeric and date fields).
Greater than or equal The field value is greater than or equal to the specified value.
Less than The field value is less than the specified value.
Less than or equal The field value is less than or equal to the specified value.
Exists The field has a value (is not empty).

Filter logic

Custom tabs support flexible filter logic to create complex filtering scenarios:

  • Match All (AND logic): All filter conditions must be true for an asset to appear in the tab. This is the default behavior. Use this when you want to narrow down results to assets that meet all your criteria.
  • Match Any (OR logic): At least one filter condition must be true for an asset to appear in the tab. Use this when you want to broaden results to include assets that meet any of your criteria.
  • Complex combinations: You can create complex filter scenarios by combining multiple filter groups with AND and OR logic.

Filter configuration examples

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"

Filter configuration best practices

  • Use clear, descriptive tab names: Tab names should clearly indicate what assets the tab contains. For example, "Production Databases" is clearer than "Prod DB".
  • Keep filters simple: Avoid overly complex filter combinations. If a tab requires many filter conditions, consider breaking it into multiple simpler tabs.
  • Test filter results: After creating a tab, review the preview to ensure the filter results match your expectations.
  • Document filter logic: If your organization uses complex filters, document the filter logic so other users understand the tab's purpose.
  • Review tabs regularly: Periodically review your custom tabs to ensure they remain relevant and useful to your users.
  • Use consistent naming conventions: Establish naming conventions for tabs to make them easier to understand and manage.