Creating Data Lineage Diagrams for Processing Activities

You can create visual diagrams that demonstrate how processing activities relate to and interact with various parts of your business, including data subjects, organizational groups, assets, and vendors. 

To add lineage to a processing activity

  1. Open the Inventory Details screen for a processing activity. 
  2. Go to the Lineage tab. The Lineage workspace appears.

  3. Drag and drop icons from the Library pane onto the paper to represent data subjects, assets, vendors, parties with access, and more.
  4. Edit the icon labels to more precisely describe the steps and parties involved.
  5. Use lines to demonstrate the flow of data over the course of the processing activity.
  6. Click the Save button.

Lineage Workspace Screen Reference



Element

Description

Library Pane

The Library pane contains icons which can be used to represent data subjects, assets, vendors, parties with access to data, and more.

You can drag icons from the library onto the paper.

Editor Pane

You can use the Editor pane to change visual aspects of the highlighted icon or line including color, weight, and label.

Save button

Click the Save button to save your work.

Print icon button

Click the Print icon button to print  your lineage diagram or save as a PDF.

Clear icon button

Click the Clear icon button to clear all elements from your paper. 

Undo and Redo icon buttons

Use the Undo and Redo icon buttons to undo and redo actions taken on the paper.

Zoom to Fit icon button

Use the Zoom to Fit icon button to change the zoom level to fit all diagram elements within the viewport.

Toggle Grid icon button

Use the Toggle Grid icon button to show or hide the grid and swimlanes. 

Auto Draw button

Click the Auto Draw button to automatically lay out the icons and lines in an evenly spaced and organized arrangement.

Note: The Auto Draw button will enable the diagram grid if it has been disabled. You can disable the grid afterwards without losing the automatically drawn diagram.

Zoom slider

Use the Zoom slider to adjust the zoom of the paper.

Grid size slider

Use the Grid size slider to change the size of the paper grid, in pixels.

Snaplines

Select the Snaplines check box to automatically make lines and icons align with the paper grid.


Icon Button Name

Icon Button

Description

Remove icon button

Click the Remove icon button to delete an element from the paper.

Cut icon button

Click the Cut icon button to sever all connections to and from this icon.

Rotate icon button

Click and drag the Rotate icon button to rotate the icon.

Clone icon button

Click the Clone icon button to duplicate the icon.

Connect icon button

Click and drag the Connect icon button to connect the icon to another icon.

Clone and Connect icon button

Click and drag the Clone and Connect icon button to duplicate the icon and create a connection to the duplicate.