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Enabling and Configuring Forms for Asset Assignment

Angelo Bresci
Updated

Area: Product Issues

Sub-Area: Forms and Compliance

Issue

When creating compliance forms and attempting to assign them to assets from a specific platform (such as Looker), users may not see their desired platform appearing in the platform filter dropdown during the "Assign Assets" step, even when assets from that platform exist in the instance.

You Might Be Asking

  • Why isn't my platform showing up in the form assignment filters?
  • How do I assign a form to all assets from a specific data platform?
  • Is platform filtering supported in DataHub compliance forms?

Solution

  1. Verify platform assets are ingested: First, confirm that assets from your target platform are present in DataHub by navigating to Search and filtering by your platform (e.g., Looker). If no assets appear, complete ingestion before proceeding.
  2. Use the platform typeahead search correctly: The platform field in the form's condition builder is a typeahead search that loads the first 10 platforms alphabetically by default. Your target platform may not appear in this initial list. Start typing the platform name (e.g., "Looker") into the input field to filter and surface it as an option.
  3. Configure proper condition logic: When setting up your form conditions:
    • Use "ALL" (AND logic) instead of "ANY" (OR logic) when combining entity type and platform filters
    • For example, to target all Looker dashboards and charts, group the entity type filter (Dashboard, Chart) AND platform filter (Looker) together
    • Using "ANY" will assign the form to every asset of those entity types regardless of platform
  4. Alternative filtering approaches: If platform filtering isn't working as expected, you can use: 
    Entity Type filter: Target specific types like "Dashboard" and "Chart"
Domain filter: If your platform assets are organized by domain
Container filter: Target the platform container directly
  5. Direct URN assignment: As a workaround, you can assign the form directly to the platform container using its URN (typically formatted as urn:li:dataPlatform:<platform-name>).

Additional Notes

Platform filtering is a fully supported feature in DataHub compliance forms and is documented in the official feature guides. The platform filter dropdown is dynamically populated based on ingested platforms in your environment. If you continue to experience issues after verifying ingestion and using the typeahead search correctly, this may indicate a UI bug that should be escalated to DataHub support.

Related Documentation

Tags: compliance-forms, platform-filtering, asset-assignment, form-conditions, looker, typeahead-search, ui-issues, ingestion-verification