Export a template

If you want to use a published custom assessment template in another Collibra environment, you can export the template and then import it to the other Collibra environment. You can use this feature when you want to import a custom template from your testing environment to your production environment.

Note 
  • You can export only those custom templates whose status is Published.
  • While you cannot export a packaged assessment template, you can copy it and then export the copy.

Requirements and permissions

You have a global role that has the Assessments global permission.

Steps

  1. Open the Template gallery page.
  2. In the Custom templates section, click the custom template that you want to export.
  3. In the upper-right corner of the page, click , and then click Export.
    The template is exported to your computer as a JSON file.

What's next?

Import the template to another Collibra environment.