Product update

Collections

Collections
by
Workstream
July 28, 2022

We are excited to release Collections, one of our most requested features to date. Now your workspace’s owners and editors can create automated collections of assets, and grant users access based on granular permissions.

To create a Collection, click the + button in the left nav. In addition to giving the Collection a name and selecting its sharing settings, you can auto-populate it with assets based on filters you select. For this v1, filtering options include:

  • Vendor type: I.e, Tableau, Looker, Mode, Sheets, Salesforce, etc.
  • Asset tag: This can be either a tag we have synced in from your BI tool, or custom tags you have created in Workstream.
  • Asset lifecycle status: Options include active, in-development, and expiring.
  • Certification status: Options include certified, not certified, and certification requested.