Catalogue Actions
In the Catalogue, you can view an embedded asset, view and edit information, tags and attributes, follow a link to view or edit an asset, and add discussions about an asset.
The actions available for an asset depend on the type of asset. For example, some assets may not require an edit option.
You can manage your assets with the following actions:
| Action | Description |
|---|---|
| Asset Name | Click on the Asset Name to view the asset in Loome if it is embedded, or you will be directed to the asset at its source in a new tab. |
| Open | Click on Open to be directed to the asset at its source in a new tab. |
| Edit | Click on Edit to edit the asset in its own source in a new tab. |
| Manage tags | You can add and remove tags on an asset. |
| Info | View basics, properties, attributes and tags. You can edit the asset name in the basics, attributes and tags. |
| Discussions | You can start and view discussions about the asset. |
| View Activities | Click on View Activities to view the activities of your chosen asset. |
These actions are found on the right of the catalogue table.
Open an Asset
The Open button will open a new tab to view the asset in its source.
View Information About an Asset
The Information button will open a new page where you can view information about the asset, edit its properties, attributes and tags.
On this page, you can view basic information, properties, tags and attributes, all in their own sections.
You can edit basic information, but what can be edited is dependent on the asset’s entity type. For example, fields linked to a source system cannot be edited such as the entity type, author or group.
Click on Edit at the top-right of the information card to edit applicable basic information.
For example, you can edit the name of an asset, and provide a name that describes the asset if the previous name was not clear.
Asset Properties
The properties available for an asset will be displayed on the right-hand card. The properties available will be dependent on the asset.
Attributes
Any attributes you have attached to an entity type will display if the asset is of that entity type.
You can edit these attributes by clicking on Edit at the top-right of its card.
Please note that attributes cannot be applied to source systems.
Tags
You can view tags attached to an asset in the Tags card.
You can edit these tags by clicking on Edit at the top-right of its card.
Delete an Asset
You can delete an asset by clicking on Delete at the top-right of the page. This is only available to administrators and curators.
Manage Tags
While you can manage tags when editing an asset’s information, you can also manage tags on an asset while in the catalogue.
To add and remove tags on an asset in the catalogue, click on the Manage tags button under ‘Actions’ on the right.
You can manage tags for an asset here.
Tags that are added to a source system will apply to all assets from that source system. Tags added from a source system cannot be edited for individual assets, and can only be edited on the source system page.
(You can learn more about managing and merging tags here.)
In the tags field, start typing out the tag you would like to add and a dropdown will display any existing tags for the value you have typed in.
Type in the tag you want to add to this asset, then click on the tag in the dropdown.
Any added tags will then be displayed in the tags field.
Tags that have been newly added to the Portal will have a ‘New’ label at the top-right corner. If a tag exists in the Portal but has just been added to the asset, it will have a ‘Just Added’ label at the top-right corner of the tag.
You can then view this tag in the catalogue or use this tag in the filters of the tag column of the catalogue.
Click on the filter button beside the Tags column title.
You can then select the tag to filter on assets with this tag.
Create Discussions
You can also create discussions about an asset. Learn more about discussions here.
Click on Discussions under ‘Actions’ and you can create a new discussion or reply to an existing discussion.
Create Task
You can add a new task from an asset in both the catalogue and from activities.
Under ‘Actions’ on the right of your asset, you can click on Create Task to create a task for your chosen asset.
This may be under More and in the dropdown.
Provide the required fields and you can then click on Create to create the task.
Learn more about the fields that are required, and how to create and manage a task here. You can also learn about task notifications and the process for task assignees and task creator actions.
Loome will provide a link to this related asset in the task. When you view or edit the task, there will be a link to this asset so it can be easily found later while working on the task.
View Activities
Under ‘Actions’ on the right of your asset, you can click on View Activities to view the activities of your chosen asset.
You may need to click on the More button to find it in the dropdown if you have multiple actions available for an asset.
This will only display the activities of your chosen individual asset.
Depending on the type of asset, available actions for each activity are on the right of its row, such as edit, information and discussions.
View an Asset in the Portal
If you have set up embedding for a source system, you can view the embedded asset in the catalogue. Click on the asset name to view the embedded asset in the catalogue.
If it is an interactive asset, you can interact with the asset on this page.
The asset will have actions in the secondary left-hand menu.
You can:
- Open the asset (this will depend on the source system.)
- Full Screen - this will display the asset in full screen.
- Pin to Dashboard
- Manage Tags
- Info
- Discussions
- Create Task
- View Activities
Pin to Dashboard
While viewing an embedded asset in the catalogue, in the secondary left-hand menu, you have the option to pin the embedded asset to a dashboard. This will add a dashboard widget directly from an asset, instead of providing the required embed URL while adding an integration widget.
For example, you can pin a Microsoft Fabric Report to a dashboard while viewing the embedded report in the catalogue.
While viewing the embedded asset, click on Pin to Dashboard on the left.
Then choose the dashboard you want to add it to as a widget.
You can choose one of your existing dashboards, an existing shared dashboard, or you can pin it to a new dashboard.
To pin it to a new dashboard, choose whether you want it to be a shared dashboard or not by choosing either Create a New Dashboard or Create a New Shared Dashboard.
Provide a friendly name for the dashboard and Save.
If creating a shared dashboard, choose the dashboard audience.
The new dashboard will be created with this embedded asset as its widget.
You can learn more about creating dashboards and shared audiences here.