New User Experience¶
Alation Cloud Service Applies to Alation Cloud Service instances of Alation
Updated 4/11/2024
What’s New¶
We have now moved into Public Preview IV of the New User Experience! You will see detailed documentation throughout the page below, but the following list captures a summary of the major features and pages added since Public Preview III release.
Enable Server Admins to make the new user experience the default if desired
Search (table view, saved search, export results)
Conversations
Tags object page
Backreference group moveability in templates
Lineage (simple layout graph)
Dataflow object page
See documentation for these features and pages added to the existing documentation below.
Overview¶
Beginning with Alation release 2023.3.1.2, a new user experience is in Public Preview on select catalog pages. In order to participate in the New User Experience Public Preview, refer to Configuring Your Users’ Experience below.
You will have the choice of whether or not to enable this functionality, but you won’t want to miss out on these benefits:
Preview the exciting new next generation look and feel of Alation
Influence in-process development directly (we want to hear what you like and don’t like!)
The following experiences will be visible once you turn on the New User Experience:
Data Source Catalog Details page
Schema Catalog Details page
Table Catalog Details page
Column Catalog Details page
Catalog Navigation
Search List View
Data Source Hub
Domains Hub and Details
Homepage basic features + Admin Guided User Interface (GUI)
Query Page (without functionality to run the query in the catalog page)
BI Hub and all detail pages
Note: This does NOT include the template layout functionality, which will come in 1.0+ releases.
Enable Server Admins to make the new user experience the default if desired
Search (table view, saved search, export results)
Conversations
Tags object page
Backreference group moveability in templates
Lineage (simple layout graph)
Dataflow object page
What Should You Expect and When Should You Expect It¶
We are releasing the new user experience in stages, starting with a series of public previews, but will be reaching our 1.0 release in the coming months!
New User Experience 1.0¶
The initial cloud-native-architecture non-Preview release (New User Experience 1.0) is now planned for May 21, 2024. It is expected to include all of the Public Preview features plus the following features:
Additional search features (more filters, guided filtering)
BI pages with layout templates
Lineage (manual lineage and compound layout)
User Groups page
User page
NoSQL pages
Query page Run Query functionality
Policy object page
Table object templates per data source
Data Health
Subsequent Releases¶
The initial release will be followed by subsequent releases in which we expect to add these features:
Profiling on the Column object page
File System Hub page
File System Details page
File Details page
Functions
Catalog Set configuration and object pages
API object pages
My Inbox
… and more
Release Plan Summary¶
The following table summarizes the New User Experience enablement details:
Release Stage |
Shared Demo Environment |
Customer Environment (Cloud Native Only) |
Beta Agreement Required |
Admin Must Enable New User Experience |
Admin Can Disable New User Experience |
Admin Can Enable New User Experience as Default |
|---|---|---|---|---|---|---|
Public Preview IV |
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Release 1.0 |
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Post-1.0 |
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TBD |
TBD |
TBD |
Why Are Certain Pages Labeled “Currently Visible Experiences”?¶
We are taking the approach of prioritizing the most used pages, functionality, and user journeys first.
Definitions¶
Currently Visible Experiences: Pages/experiences that are not blocked by an Under Construction page visual
New features/functionality: Features and functionality that have been added as part of the New User Experience
Not yet complete features/functionality: Features and functionality we plan to build a direct path to within the New User Experience but have not yet
Removed features/functionality: Features and functionality that we have learned are not particularly valuable in their current state:
Utilize Classic app where these features are needed
Please provide feedback if we have omitted functionality that supports a critical customer use case
Configuring Your Users’ Experience¶
Before using the feature flags shown below, do the following:
Ensure you have Beta language contained in your contract or have a Beta addendum signed,
Confirm with your Alation account manager that you would like access to the New User Experience Public Preview. Your account manager will ensure you’re added to the allow list. If you are not on the Preview allow list you will receive an error after toggling flags on.
Once you have confirmed you’re on the allow list, you can now toggle on the flags for the Preview of the New User Experience.
You will see four new Feature Configuration options in your Admin settings:
Flag 1: Enable Public Preview UI¶
Defaults to ON, meaning any user that adjusts the Alation URL to add /app after .com will be able to experience the New UX/UI. You can easily switch this flag to OFF if you do not want your users to access this experience.
Flag 2: Enable removability of ‘Object defined fields’¶
Defaults to ON starting in version 2023.3.5. (Note: this also enables this functionality on Alation Classic). See Edit Object Templates for additional details on this flag and its use.
Flag 3: Enable the promotion of the Public Preview UI¶
Defaults to OFF. If you would like your users to see a promotional message to help them more easily access the New User Experience, change this flag to ON:
The “promotion” message will look like the screenshot below and be situated near the top right corner of the screen. Promotion will show up on any catalog page that is currently visible in the new user experience.
Users will always be able to revert back to the Alation Classic experience at any time via the Switch to Classic Experience link shown below, situated near the top right corner of the New Experience.
Flag 4: Make the New UI the default experience (Beta)¶
Defaults to OFF. If you would like your users to land in the New User Experience when they arrive in Alation, change this flag to ON. Note, even if you turn this flag on, your users will still see the Switch to Classic Experience link at all times.
Summary of New Features, Not Yet Complete Features, and Removed Functionality¶
This section summarizes new features and functionality available in the New User Experience, together with features and functionality not yet complete for the Public Preview, and functionality that previously existed but has been removed from the New User Experience.
The summary begins with three tables showing new features, not yet complete features, and removed functionality common across multiple pages. A fourth table lists known bugs. These tables are followed by sections showing comparison screenshots of the Classic page versus the New User Experience page for each of the Currently Visible Pages and calling out new features, not yet complete features, and removed functionality specific to the individual page. Additional sections describe changes to all other functionality and pages not captured in these tables.
New Features and Functionality¶
New features/functionality |
Data Source Hub |
Data Source |
Schema |
Table |
Column |
Domain Hub |
Domain |
Query |
BI Hub |
BI Servers |
BI Folders |
BI Data Sources |
BI Reports |
BI Report Columns |
BI Data Source Columns |
Dataflow |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
New look and feel with clearer visual boundaries for scanning |
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Adjustable table column width |
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N/A |
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N/A |
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Number of rows selected for table will become the user’s default state across all other objects of they same type |
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N/A |
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Coming soon |
N/A |
N/A |
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N/A |
If user paginates to page 3 of table results, clicks on an object and then clicks Back they will be returned to page 3 of table results |
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N/A |
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Coming soon |
N/A |
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N/A |
If user clicks on an object in the table and then clicks Back the table will retain all sorting and filtering previously imputed |
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N/A |
N/A |
N/A |
N/A |
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N/A |
Star and Watch converted to Bookmark with or without email notifications enabled |
N/A |
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N/A |
N/A |
N/A |
N/A |
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Open With expanded beyond Compose to include any Open with options available |
N/A |
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N/A |
N/A |
N/A |
N/A |
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N/A |
Main panel and right panel independent scroll |
N/A |
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N/A |
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N/A |
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Collapsible right panel |
N/A |
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N/A |
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N/A |
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Clear labels aligned to object icon |
Coming soon |
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N/A |
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N/A |
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Warning Trust Flag renamed to Important Info |
N/A |
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N/A |
N/A |
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N/A |
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New rich text editing capabilities (text coloring, highlighting, paragraph and table formatting) * |
N/A |
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N/A |
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N/A |
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Ability to hide Field History if desired |
N/A |
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N/A |
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N/A |
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Catalog Customization enhancements |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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Ability to group both default fields and custom fields together |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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Ability to collapse or expand field groups by default |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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Ability to move rich text default and custom fields to the right panel * |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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Ability to remove default fields ** |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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More scannable Query tab |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
Conversations |
N/A |
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N/A |
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N/A |
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Lineage |
N/A |
N/A |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
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N/A |
N/A |
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Group backreferences and allow group to be collapsed or expanded and moved around on templates |
N/A |
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N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
* Available for both cloud and customer-managed instances
** Available for both cloud and customer managed instances. See Configuring Your Users’ Experience
Not yet complete features and functionality¶
Not yet complete features/functionality |
Data Source Hub |
Data Source |
Schema |
Table |
Column |
Domain Hub |
Domain |
Query |
BI Hub |
BI Servers |
BI Folders |
BI Data Sources |
BI Reports |
BI Report Columns |
BI Data Source Columns |
Dataflows |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Snowflake tags visibility in the New UX |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
Upload Data experience in the more actions menu |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
@-mentions in rich text fields are currently missing [+] functionality that expands mentioned object |
N/A |
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N/A |
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N/A |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
Coming soon |
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Data Source-targeted templates * |
N/A |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
NoSQL Support |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
Data Dictionary Support (Beta only) |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
* Available for both cloud and customer-managed instances
Removed features and functionality¶
Removed features/functionality |
Data Source Hub |
Data Source |
Schema |
Table |
Column |
Domain Hub |
Domain |
Query |
BI Hub |
BI Servers |
BI Folders |
BI Data Sources |
BI Reports |
BI Report Columns |
BI Data Source Columns |
Dataflows |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Star functionality in table |
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N/A |
N/A |
N/A |
N/A |
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N/A |
Trust Flag aggregation in table |
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N/A |
N/A |
N/A |
N/A |
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N/A |
Queries tab History sub-tab |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
Ask to Title |
N/A |
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N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
N/A |
Data Source Hub Page¶
Classic:
New:
New features/functionality specific to Data Source Hub:¶
Data Source, BI Server, and File System setup will be triggered from their own specific hub pages (not nested in 1 page as they are today). This will improve clarity and simplicity of the experience.
Manage Settings will take the user back to the Classic experience as settings are not part of the New User Experience scope.
Hub pages will be accessible by clicking on the specific hub name in the left-side navigation (not the upper right corner App menu, as that does not exist in the New User Experience).
Not yet complete features/functionality specific to Data Source Hub:¶
None
Removed features/functionality specific to Data Source Hub:¶
None
Data Source Catalog Details Page¶
Classic:
New:
New features/functionality specific to Data Source:¶
None
Not yet complete features/functionality specific to Data Source:¶
Not removable: Description, Stewards, Backreferences
Not moveable (left or right): Properties, Tags, Domains, Backreferences
Removed features/functionality specific to Data Source:¶
Upload Queries
Schema Catalog Details Page¶
Classic:
New:
New features/functionality specific to Schema:¶
None
Not yet complete features/functionality specific to Schema:¶
Not removable: Description, Stewards, Backreferences
Not moveable (left or right): Properties, Tags, Domains, Backreferences, Top Users, Source Comments
Removed features/functionality specific to Schema:¶
None
Table Catalog Details Page¶
Classic:
New:
New features/functionality specific to Table:¶
Removed Sample Content tab and embedded on the Overview tab with Columns
Sample Content can be removed just like any other field from the Table page template by Admins
Consolidated tabs Queries, Filters, and Joins to a single tab
Not yet complete features/functionality specific to Table:¶
Not removable: Description, Stewards, Backreferences
Not moveable (left or right): Properties, Tags, Domains, Backreferences, Top Users, Source Comments
Data health tab content
Removed features/functionality specific to Table:¶
None
Column Catalog Details Page¶
Classic:
New:
New features/functionality specific to Column:¶
None
Not yet complete features/functionality specific to Column:¶
Not removable: Description, Stewards, Backreferences
Not moveable (left or right): Properties, Tags, Domains, Backreferences, Top Users, Source Comments, Data Type
Removed features/functionality specific to Column:¶
Expressions tab
Sample feature
Profiling feature
Domain Hub Page¶
Classic:
New:
New Features/Functionality:¶
Search Domains
Not yet complete features/functionality:¶
None
Removed features/functionality:¶
None
Domain Details Page¶
Classic:
New:
New Features/Functionality:¶
None
Not yet complete features/functionality:¶
Browse this Domain table will become part of the layout template so Admins can decide where on the Domain page this table shows up.
Not removable: Description, Subdomains, Domain Users, and Backreferences.
Not moveable (left or right): Subdomains, Domain Users, Backreferences, and Tags.
Removed features/functionality:¶
None
Query Object Page¶
Classic:
New:
New features/functionality specific to the Query object page:¶
Copy SQL in SQL section
Open in Compose in SQL section
Ability to be notified of updates in email via Bookmark functionality
More data added to Properties field: - LAST MODIFIED - CLONED - EXECUTED
Consolidation of key functionality with the addition of Run History tab
Not yet complete features/functionality specific to the Query object page:¶
Sharing and Access
Connection Settings
Run Query feature (formerly Run Form)
Query page layout template functionality added to the Customize Catalog Admin Settings
Removed features/functionality specific to the Query object page:¶
None
Search Page¶
Classic:
New:
New features/functionality specific to Search:¶
New look and feel with clearer visual boundaries for scanning
Consolidated filters on left-side filter menu
Object Type filter, previously across the top of the page, and the Domain filter, previously attached to the search bar, have been relocated
Applied Filters section added at the top of the filters panel with Show All button to ensure filters don’t get pushed too far down the left side filter menu
Applied Filters section added at the top of the filters panel
Clear All option for easy removal of all applied filters
Can now select multiple objects within object filters and see ALL relevant default filters for the selected objects
Classic behavior:
If a user selects Object Type A, default + additional filters x, y, z show up
If a user selects Object Type B, default + additional filters q, r, s show up
If a user selected Object Type A and then selects Object Type B, Object Type A default filters AND Object Type A selection are cleared, so that only Object Type B is selected and additional filters q, r, s show up.
New behavior
If a user selects Object Type A, default + additional filters x, y, z show up
If a user selects Object Type B, default + additional filters q, r, s show up
If a user selected Object Type A and B, both objects remain selected and ALL default filters show up (that is, additional filters x, y, z, q, r, s show up)
Saved Search relocated to the top of the left-side panel (note feature not complete)
Not yet complete features/functionality specific to Search:¶
More Filters
Automatically updating result counts next to each filter (will not include Domains)
Filters that, if selected, product no results are filtered out automatically (including Object Type filters)
Bulk Actions
Object Preview for search results
Removed features/functionality specific to Search:¶
Sort by: - Last Updated - Last Created
Object Type Filters AND Hidden Filters settings will be IGNORED by the New User Experience (Note: Left Side Filters settings will be respected by the New User Experience)
Navigation¶
Classic:
New:
New Features/Functionality:¶
My Stuff section added to the left sidebar containing personally relevant content Bookmarks and Recently Visited
Recently Visited ordered by most recently visited at the top
Wayfinder feature containing all primary catalog Objects for easy browsing in the left sidebar
Wayfinder will auto-adjust to locate the user in the left sidebar where they are in the catalog to orient the user
Resizable left sidebar panel to eliminate truncation of long names
Alphanumeric sort
Contains technical names of all Data Objects (not titles)
App Menu containing Catalog, Compose, Governance, and Analytics entry points without having to click into the previous Apps dropdown
Add your company’s logo in the top left corner
Navigation to Alation addons (Connected Sheets, Alation Anywhere, Marketplaces)
Not yet complete features/functionality:¶
Curate functionality entry point to be relocated into the Governance app
Bookmarks list sorting/filtering
Removed features/functionality:¶
Conversation browse
Advanced Search
Query Search
Why? Consolidate all search activities to the full Search experience to focus our development efforts and better support our customers
Additional sort and filter options in the left sidebar [Recommend using Full Search + upcoming left sidebar locate me capability for this browse use case]
Homepage¶
Example homepage¶
Classic:
New:
Homepage editor¶
Classic:
New:
New Features/Functionality:¶
Increased customization options
Ability to optionally remove all fields including the Search banner (which leaves the Search bar still available via the app frame)
Ability to add Custom Link fields and Object Previews (including Article previews)
Ability to add a customer logo in the top left corner of app frame
Can add a unique logo per user group if desired (just as you can have unique homepages per user group)
Easy-to-use Guided User Interface (GUI) available for Homepage configuration (JSON is no longer the only configuration option, but it is still an available option)
Note: Homepages NOT configured in the New User Experience will be denoted as Legacy and you will still be able to edit and use them in the New User Experience as desired
Not yet complete features/functionality:¶
Other new features such as Collections, which would enable users to create lists of objects within Alation and pin those lists to their homepage. They can keep these lists private or share with others, helping all Alation users to jump back into their work quickly.
Ability to move features around on the Homepage
Removed features/functionality:¶
Leaderboard
<iframe>tags on the Homepage
BI Hub and Detail Pages¶
BI Hub Page¶
Classic:
New:
BI Server¶
Classic:
New:
BI Folder¶
Classic:
New:
BI Report¶
Classic:
New:
BI Report Column¶
Classic:
New:
BI Data Sources¶
Classic:
New:
New features/functionality specific to BI Hub and details pages:¶
None
Not yet complete features/functionality specific to BI Hub and details pages:¶
Chip next to the BI title contains the specific BI object type coming from the 3rd-party BI solution
Search filters and Catalog Customization names to be updated to match
BI Servers
BI Folders
BI Data Sources
BI Reports
BI Report Columns
BI Data Source Columns
Source Description field on BI Data Sources will be available in the 1.0 release
Layout template availability for all BI objects instead of checkbox layouts
Removed features/functionality specific to BI Hub and details pages:¶
None
Tags¶
Classic:
New:
New features/functionality specific to Tag pages:¶
Description added as a column in the Tagged Objects table
Added Notification option within the bookmark
Not yet complete features/functionality specific to Tag pages:¶
None
Removed features/functionality specific to Tag pages:¶
None
Dataflow object page¶
Classic:
New:
New features/functionality specific to Dataflow pages:¶
None
Not yet complete features/functionality specific to Dataflow pages:¶
None
Removed features/functionality specific to Dataflow pages:¶
None
Document Hubs¶
Classic:
New:
See Document Hub Basics for more information!
Lineage Feature¶
Classic:
New:
New features/functionality specific to Dataflow pages:¶
None
Not yet complete features/functionality specific to Dataflow pages:¶
Compound layout
Manual lineage
Removed features/functionality specific to Dataflow pages:¶
None
Conversations¶
Classic:
All Conversations on a given object page
Specific Conversation in the slideout
Conversation menu
New:
New features/functionality specific to the Conversations feature:¶
Simplified, easy to consume design
More discoverable tab on the right panel
Not yet complete features/functionality specific to the Conversations feature:¶
None
Removed features/functionality specific to the Conversations feature:¶
Ability to create Conversations not tied to an object
Why? The aim of eliminating free floating conversations is clarifying the use case of Conversations. Conversations should be used to discuss a catalog object. We would like to uncover and build additional features for other use cases where warranted.
Add assignees
Why? You can alert a user to your question or comment by @-mentioning them in your conversation, so the Assignees feature adds complexity without clear value for the commentary use case.
Invite to conversation
Why? There is not clear customer value provided by this feature. Rather, this seems like a feature that would be more meaningful if rebuilt as part of Alation’s Slack or Teams add-on.
Full page view
Why? Remaining consistent with the use case of asking questions or commenting on a given object, showing the conversation without the context of the object does not provide value.
Archive
Why? Unclear use case and adds clutter.
Providing Feedback on the Public Preview¶
Please use the Alation Customer Ideas Portal to submit your feedback on the visible experiences.
Select New UX/UI under Previews as your Category when creating a new idea:
The Alation team will review and provide feedback to improve the experience. All statuses will adopt their standard meaning except:
On the Roadmap means we will plan to address within the General Availability timeframe or as a fast follow.
Future Consideration means we will consider in the future but it will not be part of General Availability.
If a suggestion is not under consideration for this initiative, the idea will be moved into a different Category, OR, if it will not be considered across any Category, it will be listed as Not Under Consideration.
What User-Requested Changes Have Been Integrated into the New UX or Added to the Roadmap?¶
Private Preview Customer and Alation Employee Feedback¶
Process: During Previews, customers provide feedback via multiple methods. All feedback was recorded and triaged regularly. The most common and impactful updates within scope of the new user experience were Completed or Added to the Roadmap of the New User Experience. 17 ideas were deemed not under consideration due to lack of demand or impact or out of scope of this project. One feature originally planned, markdown capability in the Rich Text Editor, has been Removed from scope.
Completed (9):
In-line edit of Description column on the Column table*
Want View to show up as the label next to the Table icon if the object is a View and not a Table
Improve the Trust flag modal design to ensure there were no inadvertent deletions*
Want the Column table on the Table page to auto-adjust in size to show more or less rows without scrolling within the table*
Want to see more rows in the Column Table on the Table page and have that row selection stick for the individual across all Table pages*
If a user paginates to page 2 of results in the Column Table on the Table page, clicks on a Column object and goes to that page, then selects Back, user is dropped back on the 2nd page of results*
Wanted a full view of the table to default to showing all rows*
Ability to remove Samples from the the Table template and still have Columns show
If a user sorts by Title paginates to page 2 of results in the Column Table on the Table page, clicks on a Column object and goes to that page, then selects Back, the results are still sorted by Title*
Reduced the space between filters in the Search filter section
* Implemented across all objects where relevant
On the New User Experience Roadmap (9):
User-set width of columns within the Column Table should “stick” across a full session*
Enable users to add and rearrange Custom fields as columns in the Column table on the Table page and allow users to edit custom fields in-line or in a modal on the page in question
Enable admins to set the default columns and order of columns in the Column table on the Table page
Enable users to add Source Comments as columns on the Column Table on the Table page*
Enable certain fields to be moveable left and right that currently cannot be moved left and right (Data Policies (backreference), Properties, Source Comments, Domains, Tags)*
Improved filtering on the @ mention picklist for quicker navigation*
Presence of the Sample tab on the Table page should be controlled by the configuration of Sampling vs the visual configuration templates
Make it more obvious when SQL is collapsed
Improve experience—full text does not show in samples when long
* Implemented across all objects where relevant
Removed from Scope
Markdown capability in the Rich Text Editor
Why removed? Upon further investigation, the available solution did not meet expectations. Implementing a solution to meet expectations would require a level of effort significantly greater than the level of customer demand. This feature has been added to the features to be considered in the future.
Issues Where Previous Settings and the New UX May Conflict¶
You may not see all new Rich Text Field features if you have adjusted your Rich Text Defaults in the past—if you are not seeing Rich Text Field features you expect to please update your allowed HTML styles.