🎉 What's new

Introducing two powerful enhancements for your playbooks — enable or disable any filter and enter multiple values for your filters.

Enable or disable playbook filters

You can now enable or disable playbook filters to quickly check the potential impact of the playbook on your assets. Toggle your filters on or off to preview the impact of each filter. This enhancement gives you the ability to assess the impact of your changes, along with better control over defining your filters.

Add multiple values to playbook filters

Atlan now supports adding multiple values for your playbook filters. Instead of having to create a new filter for each entry, you can now enter multiple values for every filter  — for example, you can add multiple keywords for asset names.

👏 Give it a shot

Power your playbook experience with these new enhancements, and let us know how we can make it even better.

The new requests widget brings together all your requests in a centralized location, helping you track, manage, and prioritize them better.

Here are some cool things you can do with the requests widget:

• Open the requests widget from anywhere in Atlan!
• Find all the requests that need your attention in one place and take action right away.
• View a summary of all your requests and track their status — pending, approved, or rejected.

The requests widget is designed to help you streamline your work, so try it out and let us know what you think. 

Atlan playbooks help data teams create rule-based automations for asset enrichment, such as attaching classifications. With this update, users will now have increased flexibility in controlling how classifications are propagated for their assets.

As we continue to enhance playbook capabilities, we've now added the option to control propagation when attaching classifications as an action. This gives admin users the ability to control how classifications are propagated.

• Existing playbooks — default propagation setting is set to false. When editing an existing playbook, users will have the option to change the propagation rules.
• New playbooks — default propagation setting is set to true.

Previously, admins who created custom metadata from the governance center could not view the linked assets this custom metadata is associated with. With this new enhancement, admins will get the required visibility to the linked asset of custom metadata.

We recently released Atlan Playbooks to minimize human intervention and automate data curation and documentation tasks. Data teams can use Playbooks to create automation rules for bulk tagging, owner assignments, column descriptions, classifications, and more, thereby reducing the time and effort spent on manual processes. 

At the same time, the ability to leverage custom metadata is one of the core value propositions of using Atlan. So why not use both Playbooks and custom metadata?

That is exactly what we did in our latest update to Atlan Playbooks. Data teams can now use Playbooks to perform bulk updates on custom metadata fields. For instance, if there is a custom metadata field for the data steward, users can automatically assign “John” as the data steward for all properties at once, eliminating the need for manual updates. 

The ability to leverage custom metadata is one of the core value propositions of using Atlan. While Atlan has supported custom metadata for tools like Airflow, data quality tools like Great Expectations, and more, the visibility around the metadata was easy to miss.    

The custom metadata was available in a separate tab in the Atlan sidebar, meaning users must search to find the appropriate information.  We wanted to make it easier for admins and data teams to provide more visibility into the most critical custom metadata information.

With the introduction of customer metadata badges, admins now have the flexibility to highlight the specific customer metadata information they want right within the Asset overview.  Users can instantly understand if an Airflow DAG was successfully run for this asset or if a table's data quality has failed.  Custom metadata badges will help provide a faster and easier way for users to consume the metadata and get the context they need.

A foundational value of any metadata platform is enabling data teams to curate and organize data sets so that they can be consumed by people looking for the right level of information.  Unfortunately, the process of curation can be a tiresome manual process to ensure that data sets have the right level of documentation in place, data owners are identified, and business context is associated with these data sets.

With the massive amounts of data organizations deal with, manual data curation, at scale and in a repetitive manner, is not a feasible approach.

Atlan help shifts this paradigm by limiting the scale of human intervention and leveraging automation to help map your data estate.  In this release, we are Introducing Atlan Playbooks, a low/code - no/code metadata automation for your data estate. 

Using Atlan Playbooks data teams can create rule-based automation to bulk-create tags, attach owners, propagate column descriptions, attach classifications, and more, to reduce manual processes they face on a daily basis.

Useful filters have been added to the Personas and Purposes section in the Governance Center to give better visibility into policies and permissions. These will help you find what’s important to you.

Filters released:

• Status: List of personas or purposes by status - enabled or disabled
• Policy Type: List of personas or purposes having specific policies types - data policy, metadata policy, or glossary policy
• Policy Permission Type: List of personas or purposes which have policies that allow or deny access.

As more Asset Owners (metadata curators) come to Atlan to add context for the tables they own, sometimes they might get stuck on what structure to follow and what level of detail will be useful for the data teams. Without a unified template for your data team, documentation will be chaos.

To enable metadata curators, we're releasing new ReadMe templates, which will enable you to standardize and simplify the documentation process.

Admins can find ReadMe templates under Governance Centre to easily curate and manage all the templates. 

Once admins have created templates, while enriching the asset profiles, users can now pick and use templates created by admins. Users will get a rich preview of each template before processing the relevant document.

Connection Management
We realised that finding connections on the Discovery page is not an easy task. So we’ve brought a new place in the Governance Center to manage all your connections in one place.

Give all Admins connection access with one click
Sometimes you might need to give all admins access to a connection.There’s now an option to do that while you’re setting up a workflow or in the connection sidebar -  just select “Include all admins” and it’ll be done!