Action bar

The action bar of an assessment template shows the name, status (Draft or Published), and version of the template (for example, V.1 or V.2). 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.

Important 

In Collibra 2024.05, we've launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Button Description
Copy template This button is shown only on an out-of-the-box 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. However, you cannot edit or delete them. The status of packaged templates is Published. The version of packaged templates is controlled by Collibra.

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.
Button Description
Save as New Template

This button:

  • Is shown only for out-of-the-box templates.
  • Enables you to make a copy of the template.
  • Is enabled only after you edit the content of of the template.

Note The new template (copy) is added to the Custom Templates section of the template gallery, with the version as V.1 and the status as Draft.
Discard Version 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 V.1 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. However, you cannot edit or delete them. The status of packaged templates is Published. The version of packaged templates is controlled by Collibra.
Delete This button is shown only on a customized template that is in the Draft or Published status. The template is permanently deleted from the template gallery. All published versions, however, remain archived in the Collibra repository.

Save

 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, the status remains Draft and the version does not change.
  • If the status of the template is Published and you click Save, 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.
Export If you want to use a published custom assessment template in another Collibra environment, you can export the template and then import it in 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. For complete information, go to Export a template.