Data Governance Page

The Data Governance page displays all synced and unsynced record types in the environment. This page applies to data governors and data stewards.

From the Data Governance page:

• Data governors can assign data steward access for record types in production, and manage which record types are available as datasets in the Data Catalog.
• Data stewards can see which record types they can use in a process, preview record data, and understand each record type's relationships and fields.

Access the Data Governance page

To access the Data Governance page:

1. From the navigation menu, select Process HQ.
2. From Process HQ, click Data Governance.

Elements of Data Governance

The following image highlights the elements that make up the Data Governance page:

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#	Element	Actions Available
1	Navigation bar	View the Home page. View the Process Insights page. View the Data Catalog page. The current page you're on, the Data Governance page. Switch out of Process HQ and into another workspace, like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Filter pane	Filter by source name. Filter by source type. Filter by record types assigned to a specific data steward. Filter by record types with record events configured. Filter by record types published for analytics and AI.
3	Record types list	Search for record types by their name and description using one of two search methods: Semantic: Returns results based on the meaning or intent of the search term (default). Keyword: Returns results that contain exact or partial matches of the search term. Browse the synced and unsynced record types in your environment. Data governors can see all record types, while data stewards can only see the synced record types they're assigned to. View the list of record types in a Card View or a Grid View. By default, record types appear in the card view. Click the record type name to view its data structure, data stewards, and dependent items. Select the checkbox for one or more record types to: Assign or remove data steward access to record types. Publish or unpublish a record type for analytics and AI.

Manage data stewards

Data governors can use the Data Governance page to manage the data stewards assigned to one or more record types. These assignments determine which users can add and manage processes in Process HQ using data from those record types.

To manage data stewards for a record type:

1. On the Data Governance page, select the checkbox for a record type.

2. Click MANAGE DATA STEWARDS. In the dialog, you'll see a list of all users and groups that are data stewards for the record type.

   

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3. Click Add User to assign one or more users as data stewards for the record type.
4. Click the X icon to remove a data steward. Data governors can only remove data stewards if the data steward was originally added from the Data Governance page.
5. Click SAVE.

Manage record types available for analytics and AI

Data governors can use the Data Governance page to publish record types for analytics and AI. Publishing a record type makes it available as a dataset in Process HQ, where report creators can use it to build reports and dashboards and Ask AI about the data.

To publish or unpublish a record type for analytics and AI:

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#	Action
1	Select the checkbox for one or more record types and click PUBLISH FOR ANALYTICS & AI or UNPUBLISH FOR ANALYTICS & AI.
2	Use the toggle on the record type.

Manage record type properties

From the Data Governance page, data governors and data stewards can click the name of a record type to view and edit its properties.

Depending on whether you're a data governor or a data steward, you can:

User	Action
Data governor	View record type details and fields. Edit a record type's display name. Publish or unpublish a record type for analytics and AI. Preview record data. View record type relationships. Add or remove data stewards from the record type. View processes that use the record type.
Data steward	View record type details and fields. View record type relationships. Preview record data. View processes that use the record type.

View record type details and fields

Data governors and data stewards can view detailed metadata and the underlying data structure for any record type available in Process HQ.

To view a record type's details and fields:

1. On the Data Governance page, click the name of the record type.
2. Review the following persistent information available on all tabs:
   • Metrics (1): Located above the tabs, these display the Total Rows, Total Columns, and Total Relationships for the record type, and whether the record type has record events configured.
   • Summary (2): An AI-generated summary of the record type, located in the right-hand pane. Use the toggle to show or hide the summary.
   • Publish for Analytics & AI (3): A toggle in the right-hand pane that publishes the record type for analytics and AI.
3. On the OVERVIEW (4) tab, review the following:
   • Description: The description of the record type defined by a developer.
   • Data Source: Information about the source type, name, schema, and table, including the Last Synced date and time.
   • Record Fields: A list of all record fields, including the field name, type, display name, and description.

   Note:  All record fields are visible in the data structure, even if field-level security is applied to the record type.

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Edit a record type's display name

By default, record types in Process HQ are labeled by the Display Name (Plural) configured on the record type. This name appears in the Data Catalog, on the Home page, and when adding a process.

Data governors can edit this default name if it is unclear or if multiple record types share the same name. This change only affects the display name within Process HQ.

To edit the record type's display name:

1. On the Data Governance page, click the name of the record type.
2. Next to the record type's Display Name, click Edit Display Name.
3. For Display Name, enter a new name for the record type.
4. Click SAVE.

Publish record types for analytics and AI

While viewing a record type's properties, data governors can publish a record type and its related record types for analytics and AI.

When you publish record types for analytics and AI, they are available:

• As independent datasets in the Data Catalog.
• As related datasets when building a report from the base record type.
• To AI agents through the Appian MCP server.

To publish or unpublish a record type:

1. On the Data Governance page, click the name of the record type.

   The Analytics & AI section in the right-hand pane displays the base record type and its one-to-one and many-to-one related record types, each with its own toggle.

2. Choose which record types to publish for analytics and AI:

   • To publish an individual record type, select the toggle next to its name.
   • To publish the base record type and all its related record types at once, select the Publish all record types toggle.

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Preview record data

Data governors and data stewards can see a preview of up to 60 rows of data from the record type's data source.

To ensure they can see a comprehensive view of their process, data stewards can see all of the data in a record type, even if there is record-level security or field-level security configured.

To preview the record data:

1. On the Data Governance page, click the name of the record type.
2. Go to the DATA PREVIEW tab.

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View record type relationships

Data governors and data stewards can view all the relationships configured on a record type.

To view the record type's relationships:

1. On the Data Governance page, click the name of the record type.

2. Go to the RELATIONSHIPS tab. A relationship diagram appears display all of the related record types.

   

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3. Select the Show relationships from related record types checkbox to see the relationships configured on each of the related record types.

View processes that use the record type

Data governors and data stewards can see the processes that use data from the record type. If you have access to a process in the list, you can click the name of the process to view it.

1. Click the name of the record type on the Data Governance page.
2. Go to the DEPENDENTS tab.

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