docs(compliance-forms) update guide for creating form via UI

docs-website/sidebars.js

@@ -149,6 +149,25 @@ module.exports = {
           type: "doc",
           id: "docs/glossary/business-glossary",
         },
+        {
+          label: "Compliance Forms",
+          type: "category",
+          collapsed: true,
+          items: [
+            {
+              type: "doc",
+              id: "docs/features/feature-guides/compliance-forms/overview",
+            },
+            {
+              type: "doc",
+              id: "docs/features/feature-guides/compliance-forms/create-a-form",
+            },
+            {
+              type: "doc",
+              id: "docs/features/feature-guides/compliance-forms/complete-a-form",
+            },
+          ],
+        },
         {
           label: "Data Contract",
           type: "doc",
@@ -164,7 +183,6 @@ module.exports = {
           type: "doc",
           id: "docs/features/dataset-usage-and-query-history",
         },
-        "docs/features/feature-guides/documentation-forms",
         {
           label: "Domains",
           type: "doc",

docs/api/tutorials/forms.md

@@ -1,13 +1,13 @@
 import Tabs from '@theme/Tabs';
 import TabItem from '@theme/TabItem';
 
-# Documentation Forms
+# Compliance Forms
 
-## Why Would You Use Documentation Forms?
+## Why Would You Use Compliance Forms?
 
-Documentation Forms are a way for end-users to fill out all mandatory attributes associated with a data asset. The form will be dynamically generated based on the definitions provided by administrators and stewards and matching rules.
+Compliance Forms are a way for end-users to fill out all mandatory attributes associated with a data asset. The form will be dynamically generated based on the definitions provided by administrators and stewards and matching rules.
 
-Learn more about forms in the [Documentation Forms Feature Guide](../../../docs/features/feature-guides/documentation-forms.md).
+Learn more about forms in the [Compliance Forms Feature Guide](../../../docs/features/feature-guides/compliance-forms/overview.md).
 
 ### Goal Of This Guide
 This guide will show you how to 

docs/features/feature-guides/compliance-forms/complete-a-form.md

@@ -0,0 +1,176 @@
+---
+title: Complete a Form
+---
+
+import FeatureAvailability from '@site/src/components/FeatureAvailability';
+
+# Complete a DataHub Compliance Form
+<FeatureAvailability/>
+
+This guide provides an example of completing a Compliance Form, covering:
+
+1. Accessing a Form from an Asset Page or the DataHub Cloud Task Center
+2. Completing a Form for a single Asset or multiple Assets (DataHub Cloud only)
+3. Understanding different Form Question completion states
+
+The example uses the **Governance Initiative 2024**, a Verification Form with 3 Required Questions:
+
+<p align="center">
+  <img
+       width="90%"
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/sample-compliance-form.png" 
+       alt="Sample Compliance Form"/>
+</p>
+
+## Accessing a Compliance Form
+
+Once you have been assigned to complete a Compliance Form, you will see a **Complete Documentation** or **Complete Verification** option on the right-hand side of an Asset Page:
+
+<p align="center">
+  <img
+       width="70%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-from-asset-page.png"
+       alt="Open Compliance Form from Asset Page"/>
+</p>
+
+**DataHub Cloud** users can find all outstanding Compliance Form requests by navigating to the **Task Center**:
+
+<p align="center">
+  <img
+       width="80%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-tasks-from-task-center.png"
+       alt="Open Compliance Form from Task Center"/>
+</p>
+
+## Completing a Form for a Single Asset
+
+When filling out a Compliance Form for a single Asset, you'll see a list of Questions tailored to that Asset, with clear labels showing which ones are required. Here's how it works:
+
+- **Question Details:** Each Question specifies if it's required or optional. Required Questions must be completed to submit the Form.
+- **Pre-Populated Metadata:** If metadata already exists for a Question, it will appear pre-filled. You can confirm the existing value or make updates as needed.
+- **Assignee Contributions:** If another Assignee has already provided a response, their name and the time of submission will be displayed. This gives you visibility into previous input, though you can still update the response.
+
+:::tip
+For Verification Forms, after addressing all required Questions, you'll be prompted to provide final sign-off. This ensures all responses are complete and accurate, marking the Form ready for submission.
+:::
+
+Once you complete all required responses, the sidebar will update with the status of the Asset:
+
+- **Documented**: All required Questions are completed, Verification is not needed
+- **Verified**: All required Questions are completed and Verified
+
+Here's what the **Governance Initiative 2024** Verification Form looks like for `dogs_in_movies` after responding to all Required Questions:
+
+<p align="center">
+  <img
+       width="80%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-ready-to-verify.png"
+       alt="Asset Ready to Verify"/>
+</p>
+
+And here's the `dogs_in_movies` sidebar after Verifying all responses:
+
+<p align="center">
+  <img
+       width="70%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-asset-verified.png"
+       alt="Asset is Verified"/>
+</p>
+
+### Navigating to the Next Asset
+
+To continue working through the Compliance Forms assigned to you, **use the navigation arrows located in the top-right corner**. These arrows will take you to the next Asset that is still pending Form completion or Verification. Only Assets that require action will appear in this flow, allowing you to focus on the remaining tasks without unnecessary steps.
+
+
+## Completing a Form Question for Multiple Assets
+
+When you want to provide the same response for a question to multiple assets, you can apply it in bulk by selecting the **By Question** option in the top-right corner. This allows you to navigate through the Form question-by-question and apply the same response to multiple assets.
+
+:::note
+Completing Form Questions for multiple Assets is only supported for DataHub Cloud.
+:::
+
+### Example: Applying a Response in Bulk
+
+Let's look at an example:
+
+1. **Filter Assets**: Filter down to all datasets in the `DEMO_DB` Snowflake schema.
+2. **Set a Response**: For the selected question, provide a response. In this case, we'll set the Deletion Date to be `2024-12-31`.
+3. **Apply to All Selected Assets**: Use the bulk application feature to apply this response to all filtered assets.
+
+<p align="center">
+  <img
+       width="90%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-tasks-by-question.png"
+       alt="Apply Response to Multiple Assets"/>
+</p>
+
+After setting the response, toggle through each question, providing the necessary responses to combinations of assets.
+
+### Verification for Multiple Assets
+
+For Verification Forms, as you complete responses, you will see the number of assets eligible for Verification in the top-right corner. This makes it easy to track which assets have met the requirements.
+
+<p align="center">
+  <img
+       width="70%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-tasks-by-question-ready-to-verify.png"
+       alt="Multiple Assets ready to Verify"/>
+</p>
+
+When you are ready to bulk Verify assets, you will be prompted to confirm that all responses are complete and accurate before proceeding.
+
+<p align="center">
+  <img
+       width="70%"  
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-tasks-bulk-verify.png"
+       alt="Final Bulk Verification"/>
+</p>
+
+### Switching Between Views
+
+You can easily toggle between the **Complete By Asset** and **Complete By Question** views as needed, ensuring flexibility while completing and verifying the Compliance Forms.
+
+## Understanding Different Form Question Completion States
+
+When completing a Compliance Form, you may encounter various types of questions, each with unique completion states based on existing metadata or prior user responses. This section highlights these scenarios to help you understand how questions can be answered, confirmed, or updated during the process.
+
+**_1. What is the primary use case for this asset?_**
+
+This required Question is asking the Assignee to provide Documentation on how the Asset should be used. Note that there is no text populated in the description, meaning the Asset does not have any documentation at all.
+
+<p align="center">
+  <img
+       width="90%"
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-incomplete-question.png"
+       alt="Sample Compliance Form"/>
+</p>
+
+**_2. When will this asset be deleted?_**
+
+You may notice that this question has a pre-populated value. When metadata has been populated from a source _outside_ of a Form, users will have the option to update and save the value, or, simply **Confirm** that the value is accurate.
+
+<p align="center">
+  <img
+       width="90%"
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-confirm-value.png"
+       alt="Sample Compliance Form"/>
+</p>
+
+**_3. Who is the Data Steward of this Asset?_**
+
+Here's an example where a different Form Assignee has already provided an answer through the Compliance Form 3 days ago. All Assignees will still have the option to update the response, but this allows users to see how other Form Assignees have already answered the questions.
+
+<p align="center">
+  <img
+       width="90%"
+       src="https://raw.githubusercontent.com/datahub-project/static-assets/refs/heads/main/imgs/compliance_forms/completion/complete-task-question-answered.png"
+       alt="Sample Compliance Form"/>
+</p>
+
+
+## FAQ and Troubleshooting
+
+**Why can't I complete a Compliance Form for an Asset?**
+
+Forms can be assigned to Asset Owners, specific DataHub Users, or a combination of the two. Please confirm with the Form author that your DataHub user is in-scope for the Form.

docs/features/feature-guides/compliance-forms/create-a-form.md

@@ -0,0 +1,159 @@
+---
+title: Create a Form
+---
+
+import FeatureAvailability from '@site/src/components/FeatureAvailability';
+
+# Create a DataHub Compliance Form
+<FeatureAvailability/>
+
+This guide will walk you through creating and assigning Compliance Forms, including:
+
+1. Defining your Compliance Form
+2. Creating Questions to be completed by assignees
+3. Selecting the in-scope Assets for the Compliance Form
+4. Assigning Forms to specific Users
+5. Publishing your Form
+
+:::note
+Creating and managing Compliance Forms via the UI is only available in DataHub Cloud. If you are deployed with DataHub Core, please see the [Compliance Forms API Guide](../../../api/tutorials/forms.md).
+:::
+
+## Create and Assign a Compliance Form from the DataHub Cloud UI
+
+### Prerequisites
+
+In order to create or edit a Compliance Form, your DataHub User must have the **Manage Compliance Forms** permission.
+
+### Step 1: Define your Compliance Form
+
+From the navigation bar, head to **Govern** > **Compliance Forms**. Click **+ Create** to start building your Form.
+
+<p align="center">
+  <img 
+       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"/>
+</p>
+
+First up, provide the following details:
+
+1. **Name:** Give your Compliance Form a unique name.
+2. **Description:** Describe the purpose of the Form to help your users understand the purpose of the exercise.
+3. **Type:** Determine the collection type of the Form:
+    - **Verification:** Collect required information and require final verification to complete the Form.
+    - **Completion:** Collect required information; final verification is not required.
+4. Click **Add Question** to begin setting the requirements for your Form.   
+
+<p align="center">
+  <img
+       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"/>
+</p>
+
+### Step 2: Add Questions to your Form
+
+Next, create Questions you want your users to complete to capture the desired metadata with this Compliance Form. There are five types of Questions that can be created, each of which can be set to be **required to respond**:
+
+* **Ownership:** Assign one or more Owners to the Asset, with the option to predefine the set of allowed Owners and/or Ownership Types.
+    * _E.g. Who is responsible for ensuring the accuracy of this Dataset?_
+* **Domain:** Assign a Domain to the Asset, with the option to predefine the set of allowed Domains.
+    * _E.g. Which Domain does this Dashboard belong to? Sales, Marketing, Finance._
+* **Documentation:** Provide Documentation about the Asset and/or Column.
+    * _E.g. What is the primary use case of this Dataset? What caveats should others be aware of?_
+* **Glossary Terms:** Assign one or more Glossary Term to the Asset and/or Column, with the option to predefine the set of allowed Glossary Terms. 
+    * _E.g. What types of personally identifiable information (PII) are included in this Asset? Email, Address, SSN, etc._
+* **Structured Properties:** Apply custom properties to an Asset and/or Column.
+    * _E.g. What date will this Dataset be deprecated and deleted?_
+
+When creating a Question, be sure to give it an easy-to-understand Title, and provide additional context or direction in the Description.
+
+<p align="center">
+  <img
+       width="90%"  
+       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"/>
+</p>
+
+### Step 3: Assign your Form to relevant Assets
+
+Now that you have defined the Questions you want Users to complete, it's now time to select the in-scope Assets for this exercise.
+
+In the **Assign Assets** section, you can easily target the specific set of Assets that are relevant for this Form with the following steps:
+
+1. Add a Condition or Group of Conditions
+2. Choose the appropriate filter type, such as:
+    * Asset Type (Dataset, Chart, etc.)
+    * Platform (Snowflake, dbt, etc.)
+    * Domain (Sales, Marketing, Finance, etc.)
+    * Assigned Owners
+    * Assigned Glossary Terms
+3. Decide between **All**, **Any**, or **None** of the filters should apply
+4. Preview the relevant Assets to confirm you have applied the appropriate filters
+
+<p align="center">
+  <img 
+       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"/>
+</p>
+
+### Step 4: Add Recipients to your Form
+
+Now that you have defined the set of Questions to be answered for a set of Assets, it's now time to delegate out to your Users.
+
+In the **Add Recipients** section, decide who is responsible for completing the Form:
+
+* **Asset Owners:** 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.
+* **Specific Users and/or Groups:** Select a specific set of Users and/or Groups within DataHub. This is useful when Ownership of the Assets may be poorly-defined.
+
+<p align="center">
+  <img 
+       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"/>
+</p>
+
+### Step 5: Publish your Form
+
+Once you have defined the set of Questions to be completed, the in-scope Assets, and the relevant Recipients, click **Publish** and Users will be able to complete your Form!
+
+:::caution
+Once you have published a Form, you **cannot** change or add Questions. You can, however, change the set of Assets and/or Assignees for the Form.
+:::
+
+Not ready for primetime just yet? No worries! You also have the option to **Save Draft**.
+
+<p align="center">
+  <img
+       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"/>
+</p>
+
+## FAQ and Troubleshooting
+
+**How does a Compliance Form interact with existing metadata?**
+
+If an asset already has existing metadata that is also referenced in a Form Question, users assigned to the Form will have the option to confirm the value and make no changes, overwrite the value, or append additional details.
+
+**What is the difference between Completion and Verification Forms?**
+
+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.
+
+**Can I assign multiple Forms to a single asset?**
+
+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.
+
+### API Tutorials
+
+- [API Guides on Documentation Form](../../../api/tutorials/forms.md)
+
+### Related Features
+
+- [DataHub Properties](../../feature-guides/properties.md)
+
+## Next Steps
+
+Now that you have created a DataHub Compliance Form, you're ready to [Complete a Compliance Form](complete-a-form.md).