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<title data-rh="true">Create a Form | DataHub</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:url" content="https://docs.datahub.com/docs/features/feature-guides/compliance-forms/create-a-form"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Create a Form | DataHub"><meta data-rh="true" name="description" content="This guide will walk you through creating and assigning Compliance Forms, including:"><meta data-rh="true" property="og:description" content="This guide will walk you through creating and assigning Compliance Forms, including:"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.datahub.com/docs/features/feature-guides/compliance-forms/create-a-form"><link data-rh="true" rel="alternate" href="https://docs.datahub.com/docs/features/feature-guides/compliance-forms/create-a-form" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.datahub.com/docs/features/feature-guides/compliance-forms/create-a-form" hreflang="x-default"><link data-rh="true" rel="preconnect" href="https://RK0UG797F3-dsn.algolia.net" crossorigin="anonymous"><link rel="alternate" type="application/rss+xml" href="/learn/rss.xml" title="DataHub RSS Feed">
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href="/docs/releases">Release History</a></div></li></ul></nav></div></div></aside><main class="docMainContainer_gTbr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_VOVn"><div class="docItemContainer_Djhp"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/features"><span itemprop="name">Features</span></a><meta itemprop="position" content="1"></li><li class="breadcrumbs__item"><span class="breadcrumbs__link">Compliance Forms</span><meta itemprop="position" content="2"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Create a Form</span><meta itemprop="position" content="3"></li></ul></nav><span class="theme-doc-version-badge badge badge--secondary">Version: Next</span><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><h1>Create a DataHub Compliance Form</h1><div class="availabilityCard_P5od card"><strong>Feature Availability</strong><div><span class="platform_wqXv platformAvailable_Y8lN">Self-Hosted DataHub <span role="img" aria-label="check-circle" class="anticon anticon-check-circle"><svg viewBox="64 64 896 896" focusable="false" data-icon="check-circle" width="1em" height="1em" fill="currentColor" aria-hidden="true"><path d="M512 64C264.6 64 64 264.6 64 512s200.6 448 448 448 448-200.6 448-448S759.4 64 512 64zm193.5 301.7l-210.6 292a31.8 31.8 0 01-51.7 0L318.5 484.9c-3.8-5.3 0-12.7 6.5-12.7h46.9c10.2 0 19.9 4.9 25.9 13.3l71.2 98.8 157.2-218c6-8.3 15.6-13.3 25.9-13.3H699c6.5 0 10.3 7.4 6.5 12.7z"></path></svg></span></span></div><div><span role="img" aria-label="cloud" class="anticon anticon-cloud managedIcon_AxXO"><svg viewBox="64 64 896 896" focusable="false" data-icon="cloud" width="1em" height="1em" fill="currentColor" aria-hidden="true"><path d="M811.4 418.7C765.6 297.9 648.9 212 512.2 212S258.8 297.8 213 418.6C127.3 441.1 64 519.1 64 612c0 110.5 89.5 200 199.9 200h496.2C870.5 812 960 722.5 960 612c0-92.7-63.1-170.7-148.6-193.3zm36.3 281a123.07 123.07 0 01-87.6 36.3H263.9c-33.1 0-64.2-12.9-87.6-36.3A123.3 123.3 0 01140 612c0-28 9.1-54.3 26.2-76.3a125.7 125.7 0 0166.1-43.7l37.9-9.9 13.9-36.6c8.6-22.8 20.6-44.1 35.7-63.4a245.6 245.6 0 0152.4-49.9c41.1-28.9 89.5-44.2 140-44.2s98.9 15.3 140 44.2c19.9 14 37.5 30.8 52.4 49.9 15.1 19.3 27.1 40.7 35.7 63.4l13.8 36.5 37.8 10c54.3 14.5 92.1 63.8 92.1 120 0 33.1-12.9 64.3-36.3 87.7z"></path></svg></span><span class="platform_wqXv platformAvailable_Y8lN">DataHub Cloud <span role="img" aria-label="check-circle" class="anticon anticon-check-circle"><svg viewBox="64 64 896 896" focusable="false" data-icon="check-circle" width="1em" height="1em" fill="currentColor" aria-hidden="true"><path d="M512 64C264.6 64 64 264.6 64 512s200.6 448 448 448 448-200.6 448-448S759.4 64 512 64zm193.5 301.7l-210.6 292a31.8 31.8 0 01-51.7 0L318.5 484.9c-3.8-5.3 0-12.7 6.5-12.7h46.9c10.2 0 19.9 4.9 25.9 13.3l71.2 98.8 157.2-218c6-8.3 15.6-13.3 25.9-13.3H699c6.5 0 10.3 7.4 6.5 12.7z"></path></svg></span></span></div></div><p>This guide will walk you through creating and assigning Compliance Forms, including:</p><ol><li>Creating a new Compliance Form</li><li>Building <strong>Questions</strong> for the Compliance Form</li><li>Assigning <strong>Assets</strong> for the Compliance Form</li><li>Selecting <strong>Assignees</strong> for the Compliance Form</li><li>Publishing a Compliance Form</li></ol><div class="theme-admonition theme-admonition-note alert alert--secondary admonition_LlT9"><div class="admonitionHeading_tbUL"><span class="admonitionIcon_kALy"><svg viewBox="0 0 14 16"><path fill-rule="evenodd" d="M6.3 5.69a.942.942 0 0 1-.28-.7c0-.28.09-.52.28-.7.19-.18.42-.28.7-.28.28 0 .52.09.7.28.18.19.28.42.28.7 0 .28-.09.52-.28.7a1 1 0 0 1-.7.3c-.28 0-.52-.11-.7-.3zM8 7.99c-.02-.25-.11-.48-.31-.69-.2-.19-.42-.3-.69-.31H6c-.27.02-.48.13-.69.31-.2.2-.3.44-.31.69h1v3c.02.27.11.5.31.69.2.2.42.31.69.31h1c.27 0 .48-.11.69-.31.2-.19.3-.42.31-.69H8V7.98v.01zM7 2.3c-3.14 0-5.7 2.54-5.7 5.68 0 3.14 2.56 5.7 5.7 5.7s5.7-2.55 5.7-5.7c0-3.15-2.56-5.69-5.7-5.69v.01zM7 .98c3.86 0 7 3.14 7 7s-3.14 7-7 7-7-3.12-7-7 3.14-7 7-7z"></path></svg></span>note</div><div class="admonitionContent_S0QG"><p>Managing Compliance Forms via the DataHub UI is only available in DataHub Cloud. If you are using DataHub Core, please refer to the <a href="/docs/api/tutorials/forms">Compliance Forms API Guide</a>.</p></div></div><h3 class="anchor anchorWithStickyNavbar_LWe7" id="prerequisites">Prerequisites<a href="#prerequisites" class="hash-link" aria-label="Direct link to Prerequisites" title="Direct link to Prerequisites"></a></h3><p>In order to create, edit, or remove Compliance Forms, you must have the <strong>Manage Compliance Forms</strong> Platform privilege.</p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-1-create-a-new-compliance-form">Step 1: Create a new Compliance Form<a href="#step-1-create-a-new-compliance-form" class="hash-link" aria-label="Direct link to Step 1: Create a new Compliance Form" title="Direct link to Step 1: Create a new Compliance Form"></a></h3><p>From the navigation bar, head to <strong>Govern</strong> > <strong>Compliance Forms</strong>. Click <strong>+ Create</strong> to start building your Form.</p><p align="center"><img loading="lazy" width="90%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/list-compliance-forms-before.png" alt="View of all Compliance Forms" class="img_ev3q"></p><p>First up, provide the following details:</p><ol><li><p><strong>Name:</strong> Select a unique and descriptive name for your Compliance Form that clearly communicates its purpose, such as <strong>"PII Certification Q4 2024"</strong>.</p><p><em><strong>Pro Tip:</strong> This name will be displayed to Assignees when they are assigned tasks, so make it clear and detailed to ensure it conveys the intent of the Form effectively.</em></p></li><li><p><strong>Description:</strong> Craft a concise yet informative description that explains the purpose of the Compliance Form. Include key details such as the importance of the initiative, its objectives, and the expected completion timeline. This helps Assignees understand the context and significance of their role in the process.</p><p><em><strong>Example:</strong> "This Compliance Form is designed to ensure all datasets containing PII are reviewed and verified by Q4 2024. Completing this Form is critical for compliance with organizational and regulatory requirements."</em></p></li><li><p><strong>Type:</strong> Specify the collection type for the Form, based on your compliance requirements:</p><ul><li><p><strong>Completion:</strong> The Form is considered complete once all required questions are answered for the selected Assets. We recommend this option for basic requirement completion use cases.</p></li><li><p><strong>Verification:</strong> The Form is considered complete only when all required questions are answered for the selected Assets <strong>and</strong> an Assignee has explicitly "verified" the responses. We recommend this option when final sign-off by Assignees is necessary, ensuring they acknowledge the accuracy and validity of their responses.</p></li></ul></li><li><p>Next, click <strong>Add Question</strong> to begin building the requirements for your Form.</p></li></ol><p align="center"><img loading="lazy" width="90%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/create-compliance-form-add-question.png" alt="Create a new Compliance Form" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-2-build-questions-for-your-form">Step 2: Build Questions for your Form<a href="#step-2-build-questions-for-your-form" class="hash-link" aria-label="Direct link to Step 2: Build Questions for your Form" title="Direct link to Step 2: Build Questions for your Form"></a></h3><p>Next, define the Questions for your Compliance Forms. These are used to collect required information about selected assets, and must be completed by an Assignee in order for the Form to be considered complete.</p><p>There are 5 different question types to choose from:</p><ul><li><strong>Ownership:</strong> Request one or more owners to be assigned to selected assets. Optionally restrict responses to a specific set of valid users, groups, and ownership types.<ul><li><em>E.g. Who is responsible for ensuring the accuracy of this Dataset?</em></li></ul></li><li><strong>Domain:</strong> Assign a Domain to the Asset, with the option to predefine the set of allowed Domains.<ul><li><em>E.g. Which Domain does this Dashboard belong to? Sales, Marketing, Finance.</em></li></ul></li><li><strong>Documentation:</strong> Provide Documentation about the Asset and/or Column.<ul><li><em>E.g. What is the primary use case of this Dataset? What caveats should others be aware of?</em></li></ul></li><li><strong>Glossary Terms:</strong> Assign one or more Glossary Term to the Asset and/or Column, with the option to predefine the set of allowed Glossary Terms.<ul><li><em>E.g. What types of personally identifiable information (PII) are included in this Asset? Email, Address, SSN, etc.</em></li></ul></li><li><strong>Structured Properties:</strong> Apply custom properties to an Asset and/or Column.<ul><li><em>E.g. What date will this Dataset be deprecated and deleted?</em></li></ul></li></ul><p>When creating a Question, use a clear and concise Title that is easy for Assignees to understand. In the Description, include additional context or instructions to guide their responses. Both the Title and Description will be visible to Assignees when completing the Form, so make sure to provide any specific hints or details they may need to answer the Question accurately and confidently.</p><p align="center"><img loading="lazy" width="50%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/create-compliance-form-prompt.png" alt="Create a new Compliance Form prompt" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-3-assign-assets-to-your-compliance-form">Step 3: Assign Assets to your Compliance Form<a href="#step-3-assign-assets-to-your-compliance-form" class="hash-link" aria-label="Direct link to Step 3: Assign Assets to your Compliance Form" title="Direct link to Step 3: Assign Assets to your Compliance Form"></a></h3><p>Now that you have defined the Questions you want Assignees to complete, it's now time to assign the in-scope Assets for this exercise.</p><p>In the <strong>Assign Assets</strong> section, you can easily target the specific set of Assets that are relevant for this Form with the following steps:</p><ol><li>Add a Condition or Group of Conditions</li><li>Choose the appropriate filter type, such as:<ul><li>Asset Type (Dataset, Chart, etc.)</li><li>Platform (Snowflake, dbt, etc.)</li><li>Domain (Sales, Marketing, Finance, etc.)</li><li>Assigned Owners</li><li>Assigned Glossary Terms</li></ul></li><li>Decide between <strong>All</strong>, <strong>Any</strong>, or <strong>None</strong> of the filters should apply</li><li>Preview the relevant Assets to confirm you have applied the appropriate filters</li></ol><p>For example, you can apply filters to focus on all <strong>Snowflake Datasets</strong> that are also associated with the <strong>Finance Domain</strong>. This allows you to break down your compliance initiatives into manageable chunks, so you don't have to go after your entire data ecosystem in one go.</p><p align="center"><img loading="lazy" width="90%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/create-compliance-form-assign-assets.png" alt="Assign assets to a Compliance Form" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-4-select-assignees-to-complete-your-compliance-form">Step 4: Select Assignees to complete your Compliance Form<a href="#step-4-select-assignees-to-complete-your-compliance-form" class="hash-link" aria-label="Direct link to Step 4: Select Assignees to complete your Compliance Form" title="Direct link to Step 4: Select Assignees to complete your Compliance Form"></a></h3><p>With the Questions and assigned Assets defined, the next step is to select the Assignees—the Users and/or Groups responsible for completing the Form.</p><p>In the <strong>Add Recipients</strong> section, decide who is responsible for completing the Form:</p><ul><li><strong>Asset Owners:</strong> Any User that is assigned to one of the in-scope Assets will be able to complete the Form. This is useful for larger initiatives when you may not know the full set of Users.</li><li><strong>Specific Users and/or Groups:</strong> Select a specific set of Users and/or Groups within DataHub. This is useful when Ownership of the Assets may be poorly-defined.</li></ul><p>Additionally, you can configure notification preferences:</p><ul><li><strong>Send notifications to assignees when this form is published:</strong> Check this option to automatically notify assignees when the Form becomes available. If enabled, assignees will receive notifications through their configured channels (email and/or Slack in DataHub Cloud) in addition to seeing the task in their DataHub Task Center (DataHub Cloud only).</li></ul><p align="center"><img loading="lazy" width="90%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/create-compliance-form-add-users-or-groups.png" alt="Assign recipients to a Compliance Form" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-5-publish-your-form">Step 5: Publish your Form<a href="#step-5-publish-your-form" class="hash-link" aria-label="Direct link to Step 5: Publish your Form" title="Direct link to Step 5: Publish your Form"></a></h3><p>After defining the Questions, assigning Assets, and selecting the Assignees, your Form is ready to be published.</p><p>Once published:</p><ul><li>Assignees will have a task waiting in their <strong>DataHub Task Center</strong> (DataHub Cloud only)</li><li>If you enabled notifications and assignees have configured email and/or Slack notifications (DataHub Cloud only), they will be notified through those channels</li><li>As new assets become eligible for the Form over time, net-new owners will automatically be notified and assigned the Form</li></ul><p>To publish a Form, simply click <strong>Publish</strong>.</p><div class="theme-admonition theme-admonition-caution alert alert--warning admonition_LlT9"><div class="admonitionHeading_tbUL"><span class="admonitionIcon_kALy"><svg viewBox="0 0 16 16"><path fill-rule="evenodd" d="M8.893 1.5c-.183-.31-.52-.5-.887-.5s-.703.19-.886.5L.138 13.499a.98.98 0 0 0 0 1.001c.193.31.53.501.886.501h13.964c.367 0 .704-.19.877-.5a1.03 1.03 0 0 0 .01-1.002L8.893 1.5zm.133 11.497H6.987v-2.003h2.039v2.003zm0-3.004H6.987V5.987h2.039v4.006z"></path></svg></span>caution</div><div class="admonitionContent_S0QG"><p>Once you have published a Form, you <strong>cannot</strong> change or add Questions. You can, however, change the set of Assets and/or Assignees for the Form.</p></div></div><p>Not ready for primetime just yet? No worries! You also have the option to <strong>Save Draft</strong>.</p><p align="center"><img loading="lazy" width="80%" src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/management/create-compliance-form-publish.png" alt="Publish a Compliance Form" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="faq-and-troubleshooting">FAQ and Troubleshooting<a href="#faq-and-troubleshooting" class="hash-link" aria-label="Direct link to FAQ and Troubleshooting" title="Direct link to FAQ and Troubleshooting"></a></h2><p><strong>Does answering a Compliance Form Question update the selected Asset?</strong></p><p>Yes! Compliance Forms serve as a powerful tool for gathering and updating key attributes for your mission-critical Data Assets at scale. When a Question is answered, the response directly updates the corresponding attributes of the selected Asset.</p><p><strong>How does a Compliance Form interact with existing metadata?</strong></p><p>If an Asset already has existing metadata that is also referenced in a Form Question, Assignees will have the option to confirm the existing value, overwrite the value, or append additional details.</p><p><em>You can find more details and examples in the <a href="/docs/features/feature-guides/compliance-forms/complete-a-form#understanding-different-form-question-completion-states">Complete a Form</a> guide.</em></p><p><strong>What is the difference between Completion and Verification Forms?</strong></p><p>Both Form types are a way to configure a set of optional and/or required Questions for DataHub users to complete. When using Verification Forms, users will be presented with a final verification step once all required questions have been completed; you can think of this as a final acknowledgment of the accuracy of information submitted.</p><p><strong>Can I assign multiple Forms to a single Asset?</strong></p><p>You sure can! Please keep in mind that an Asset will only be considered Documented or Verified if all required questions are completed on all assigned Forms.</p><p><strong>How will DataHub Users know that a Compliance Form has been assigned to them?</strong></p><p>Assignees will be notified in multiple ways:</p><ul><li>A task will appear in their <strong>DataHub Task Center</strong> (DataHub Cloud only)</li><li>If notifications were enabled when the Form was published and assignees have configured email and/or Slack notifications (DataHub Cloud only), they will receive notifications through those channels</li><li>As new assets become eligible for existing Forms, net-new owners will automatically be notified and assigned the Form</li></ul><p><strong>How do I track the progress of Form completion?</strong></p><p>Great question. We are working on Compliance Forms Analytics that will directly show you the progress of your initiative across the selected Assets. Stay tuned!</p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="api-tutorials">API Tutorials<a href="#api-tutorials" class="hash-link" aria-label="Direct link to API Tutorials" title="Direct link to API Tutorials"></a></h3><ul><li><a href="/docs/api/tutorials/forms">Compliance Form API Guide</a></li></ul><h3 class="anchor anchorWithStickyNavbar_LWe7" id="related-features">Related Features<a href="#related-features" class="hash-link" aria-label="Direct link to Related Features" title="Direct link to Related Features"></a></h3><ul><li><a href="/docs/features/feature-guides/properties/overview">DataHub Structured Properties</a></li></ul><h2 class="anchor anchorWithStickyNavbar_LWe7" id="next-steps">Next Steps<a href="#next-steps" class="hash-link" aria-label="Direct link to Next Steps" title="Direct link to Next Steps"></a></h2><p>Now that you have created a DataHub Compliance Form, you're ready to <a href="/docs/features/feature-guides/compliance-forms/complete-a-form">Complete a Compliance Form</a>.</p></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="slackUtm_uoBr"><div class="slackUtm_uoBr"><hr>Need more help? 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class="table-of-contents__link toc-highlight">Prerequisites</a></li><li><a href="#step-1-create-a-new-compliance-form" class="table-of-contents__link toc-highlight">Step 1: Create a new Compliance Form</a></li><li><a href="#step-2-build-questions-for-your-form" class="table-of-contents__link toc-highlight">Step 2: Build Questions for your Form</a></li><li><a href="#step-3-assign-assets-to-your-compliance-form" class="table-of-contents__link toc-highlight">Step 3: Assign Assets to your Compliance Form</a></li><li><a href="#step-4-select-assignees-to-complete-your-compliance-form" class="table-of-contents__link toc-highlight">Step 4: Select Assignees to complete your Compliance Form</a></li><li><a href="#step-5-publish-your-form" class="table-of-contents__link toc-highlight">Step 5: Publish your Form</a></li><li><a href="#faq-and-troubleshooting" class="table-of-contents__link toc-highlight">FAQ and Troubleshooting</a><ul><li><a href="#api-tutorials" class="table-of-contents__link 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