Template actions

Important

In Collibra 2024.05, we 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:

Latest UI Classic UI

Action bar in an assessment template contains buttons that control the status of the template and publish the template for use throughout your organization. The following table describes the buttons that may be shown on the action bar.

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. The status of Collibra templates is Published, and their versions are controlled by Collibra. You can copy Collibra templates, but you can't edit or delete them.
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
Notifications	This option automatically sends an email to someone whenever they are set as the owner or assignee of the assessment that uses the template. It is intended to simplify communication and ensure that everyone involved in an assessment is promptly informed. The Notifications option is applied to all versions of the template. This means that if an assessment was conducted using an old version of this template and you selected the option in the new version of the template, the change is applied to that assessment too. You don’t need to click Publish on the template for the change to be applied. By default, notifications are enabled for Collibra templates and new custom templates, and disabled for any custom templates that were created before the Collibra 2024.10 release.
Save as New Template	This button: Is shown only for Collibra templates. Allows you to make a copy of the template. Is enabled only after you edit the content of the 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 Version	This button is shown only on a custom 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. The status of Collibra templates is Published, and their versions are controlled by Collibra. You can copy Collibra templates, but you can't edit or delete them.
Delete	This button is shown only on a customi 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 custom template that is in the Draft or Published status. The button is enabled only when you edit the template. It allows you to save the changes 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 didn't edit the template.
Publish	This button is shown only on a custom template that is in the Draft or Published status. The button is enabled only when you edit the template. It allows you to publish the template, changing 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 didn't 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 into 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 more information, go to Export a template.