Action bar

The action bar of an assessment template shows the name, status (Draft or Published), and version of the template (for example, v1 or v2). In addition, the action bar allows you to control the status of the template and publish the template for use throughout your organization. The following table describes the buttons shown on the action bar.

Button Description
Copy template This button is shown only on a packaged template. The button enables you to make a copy of the packaged template.

Note The new template (copy) is added to the Custom templates section of the template gallery, with the version as v1 and the status as Draft.
Discard draft This button is shown only on a customized template that is in the Draft status. The button enables you to revert to the previous version of the template, regardless of the status of the template and whether or not you edited the template.
Note 
  • If you revert to a previous version of a v1 template, the template is permanently deleted from the template gallery. All published versions, however, remain archived in the Collibra repository.
  • You can copy packaged templates. You cannot, however, edit or delete packaged templates. The version and the status of packaged templates are always v1 and Published, respectively.

Save draft

 This button is shown only on a customized template that is in the Draft or Published status, and this button is enabled only when you edit the template. The button enables you to save the changes that you have made to the template.
Note 
  • If the status of the template is Draft and you click Save draft, the status remains Draft and the version does not change.
  • If the status of the template is Published and you click Save draft, the status becomes Draft and the version increases incrementally, even if you did not edit the template.

Publish

 This button is shown only on a customized template that is in the Draft or Published status, and this button is enabled only when you edit the template. The button enables you to publish the template, which changes the status of the template to Published.
Note 
  • If the status of the template is Draft and you click Publish, the status becomes Published and the version does not change.
  • If the status of the template is Published and you click Publish, the status remains Published and the version increases incrementally, even if you did not edit the template.

This button closes the template without saving your changes.

Note If you click the button, the status and version of the template do not change.