Create an assignment configuration

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Create an assignment configuration for a manual metric definition to have data owners dynamically assigned to metrics.

    Before you begin

    Role required: admin, sn_esg.admin, or sn_risk.admin

    About this task

    In the manual metric definition, you can choose between a simple or advanced option for the assignment of data owners. For the advanced option, you must configure how the data owner is assigned by creating a new assignment configuration record. For more information, on the manual metric definition form and fields, see Manual metric definition fields.

    Procedure

    1. Navigate to All > Assignment and Approval Configurations > Assignment configurations.
    2. Click New.
    3. On the form, fill in the fields.
      For information about the fields, refer to Assignment Configuration New Record.
      Note:
      You cannot have more than one approval configuration applying to the table with the same priority.
    4. Select Save.

    Result

    Data owners will be assigned to metrics based on the parameters set in your assignment configuration.
    Note:
    If the assignment configuration does not return any results the user defined in the Data owner field of the metric definition record will be the assigned as the data owner.