Data Governance Page

This page applies to data governors and data stewards. It describes what actions are available on the Data Governance page of Process HQ.

Overview

The Data Governance page displays all synced and unsynced record types in the environment.

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

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	Search for a record type. Filter record types by source type. Search for record types assigned to a specific data steward. Filter record types by whether record events are configured. Filter record types by whether record types are available in the Data Catalog.
3	Record types list	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. Show or hide record types from the Data Catalog.

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 as datasets

Data governors can use the Data Governance page to choose which record types are available as datasets in the Data Catalog. This determines which record types can be used in reports and dashboards.

To show or hide a record type from the Data Catalog:

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#	Action
1	Select the checkbox for one or more record types and click SHOW IN DATA CATALOG or HIDE FROM DATA CATALOG.
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. Show or hide the record type as a dataset. View record type relationships. Make the record type available as a dataset. 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.

From the Data Governance page, you can view a record type's:

• Description.
• Data source.
• The date and time of the last full sync.
• Available record fields.

To view the record type's details and fields:

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

   By default the OVERVIEW tab is selected, so you can see the record type's description, details, and fields.

   

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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.

Show or hide the record type as a dataset

While viewing a record type's properties, data governors can also control whether it's displayed as a dataset in the Data Catalog.

To show or hide a record type as a dataset:

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

2. In the Dataset Configuration pane on the right, click the toggle next to the record type name to show or hide it.

   This pane is available regardless of which tab you're viewing (Overview, Relationships, Data Preview, or Dependents).

   

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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.

Preview record data

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 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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