## Asset - term link URL: https://docs.atlan.com/product/capabilities/governance/glossary/references/asset-term-link > Automatically link glossary terms to matching assets — map terms by name patterns, asset types, and custom filters. # Asset-term link Automatically link glossary terms to matching assets—map terms by name patterns, asset types, and custom filters. The app uses flexible matching rules, optional renaming based on regular expressions, and filters for both assets and terms to control which relationships are created or removed. You can preview potential relationships, generate new links between terms and assets, or delete links that were previously created by the app. ### Workflow name Specifies a unique and descriptive name to identify the workflow configuration in the Atlan interface. This name appears in the workflow list and helps distinguish this workflow from other glossary or governance workflows. *Example:* ```text finance-asset-term-link ``` ### Case-sensitive match Determines whether the app compares names using case-sensitive or case-insensitive matching. - **Yes**: Matching is case-sensitive. For example, `Customer` matches only `Customer` and not `customer`. - **No**: Matching is case-insensitive. For example, `Customer` matches `Customer`, `customer`, or `CUSTOMER`. Use case-sensitive matching when naming conventions treat different cases as different assets or terms. ### Match type Controls whether names must match exactly or can match partially. - **Exact**: Only exact matches between the adjusted term name and the asset name are considered. Use this when naming is strictly standardized. - **Partial**: The adjusted term name can match part of the asset name (wildcard-style behavior). Use this when asset names embed glossary terms within longer identifiers. ### Output type Defines what the workflow does with the matches it finds after names have been adjusted and matched. ### Preview When **Output type** is set to **Preview**, the app generates a CSV file containing all potential term–asset matches. No changes are made in Atlan. The CSV includes the following columns: - `asset_guid` - `asset_type_name` - `asset_qualified_name` - `asset_name` - `term_guid` - `term_qualified_name` - `term_name` - `term_glossary` Use this CSV to validate that the regex, prefix/suffix, and filters produce the expected matches before switching to **Generate** or **Delete**. ### Generate When **Output type** is set to **Generate**, the app creates term–asset relationships in Atlan for each match. - Links are created only for the combinations that satisfy all filters and matching rules. - Existing links that weren't created by this app are left unchanged. ### Delete When **Output type** is set to **Delete**, the app removes term–asset relationships that were previously created by this app. #### Regex to match characters to replace Specifies the regular expression pattern used to identify characters or substrings in the original term name that must be replaced before matching. The pattern is applied to each term name before any prefix or suffix is added. *Examples:* ```text [_\s]+ ``` Matches underscores and whitespace so they can be removed or normalized with another character such as `_`. ```text ^dim_ ``` Matches the `dim_` prefix at the start of a term name so it can be stripped before matching. #### Regex with replacement characters Defines the replacement string for the pattern in **Regex to match characters to replace**. The replacement is applied wherever the pattern matches in the term name. *Examples:* ```text - ``` Replaces any sequence that matches `[_\s]+` with a single hyphen, for example converting `customer orders` and `customer_orders` into `customer-orders`. ```text fct_ ``` Works with `^dim_` to replace the `dim_` prefix with `fct_`, for example converting `dim_customer` into `fct_customer`. #### Name prefix Specifies a prefix to add to the transformed term name (after regex replacement) before matching with asset names. Use this when asset names always start with a fixed token that's not part of the glossary term. *Example:* ```text tbl_ ``` If the adjusted term name is `customer_orders` and the prefix is `tbl_`, the final name used for matching is `tbl_customer_orders`. #### Name suffix Specifies a suffix to add to the transformed term name (after regex replacement and prefix handling) before matching with asset names. Use this when asset names consistently end with a fixed token, such as `_view` or `_table`. *Example:* ```text _view ``` If the adjusted term name is `customer_orders` and the suffix is `_view`, the final name used for matching is `customer_orders_view`. ::::warning Prefix and suffix order The app applies regex-based replacements first, and then applies the **Name prefix** and **Name suffix** settings. Plan your patterns and affixes with this order in mind. :::: ## Filters Filters limit which assets and terms are considered when generating, previewing, or deleting links. Asset filters apply to the candidate assets, and term filters apply to the candidate glossary terms. #### In scope assets Specifies a comma-separated list of asset types that are considered for term assignment. - Only assets whose type is in this list are evaluated. - For the list of valid asset types, see the [Atlan data model reference](https://docs.atlan.com/llms/platform/types/llms.txt). *Example:* ```text Table, View, MaterialisedView ``` #### Qualified name prefix (Asset filter) Specifies a prefix for the asset qualified name. Only assets whose qualified name starts with this value are in scope. If this field is blank, all assets with types defined in **In scope assets** are considered. *Example:* ```text default/snowflake/production/SALES_DB/ ``` #### Tags (Asset filter) Defines a comma-separated list of tags to use as a filter for assets. - Only assets that have at least one of the specified tags are considered. - If this field is blank, no tag-based filter is applied. - For source-synced tags with values, each tag must use the format `Tag Name@@@Tag Value`. *Example:* ```text PII, Sensitive@@@High ``` #### Owner users (Asset filter) Specifies a comma-separated list of usernames. Only assets owned by at least one of these users are considered. If this field is blank, no user-based ownership filter is applied. *Example:* ```text data.steward, analytics.owner ``` #### Owner groups (Asset filter) Specifies a comma-separated list of group names. Only assets owned by at least one of these groups are considered. If this field is blank, no group-based ownership filter is applied. *Example:* ```text finance-team, risk-office ``` #### Business Graph list (Term filter) Specifies a comma-separated list of glossary names. Only terms that belong to these glossaries are considered. If this field is blank, all glossaries are considered. *Example:* ```text Business glossary, Technical glossary ``` #### Business Graph certificate filter (term filter) Defines a certificate status filter for terms. Only terms with the selected certificate status are considered. In the UI this appears as a dropdown with the placeholder **Select a certificate**; leaving it blank ignores certificate status. *Example:* ```text VERIFIED ``` #### Business Graph categories filter (term filter) Specifies a comma-separated list of category paths to restrict which terms are used. Each path uses `@` as a level delimiter and `@@@` to separate the category path from the glossary name. *Example:* ```text Top@Middle@Lowest@@@Concepts ``` This value targets the `Lowest` category under `Middle` under `Top` in the `Concepts` glossary. ## See also - [Link terms to assets](https://docs.atlan.com/llms/governance/glossary/link-terms-to-assets/llms.txt): Learn how to manually create and manage links between glossary terms and assets. - [Asset Import for glossaries](https://docs.atlan.com/llms/governance/glossary/asset-import-glossaries/llms.txt): Import and manage glossary terms, categories, and glossaries from CSV files. - [Asset Import for assets](https://docs.atlan.com/llms/catalog/discovery/asset-import/llms.txt): Bulk-import and update assets and their metadata from CSV files. ---