Logic

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:

For each page or field in an assessment template, you can configure logic, whereby if certain conditions are met, a specified action occurs. You can create, edit, and delete logic conditions using the logic settings on the Template Designer tab and the Template Logic tab.

Note 
  • Any logic that you configure for a given question overrides the Is visible? and Is required? settings that you may have set in the General section in Properties.
  • Any logic you configure for a given field takes priority over the Visible and Required settings that you may have set in the sidebar.
  • Any logic that you configure via the Template Designer tab appears in the Template Logic tab, and vice versa, with the exception of page-related logic conditions, which can only be configured via the Template Designer tab and do not appear in the Template Logic tab.
  • Any logic you configure via the Template Designer tab appears on the Template Logic tab, and vice versa.

Example

Question 6 in your template, a Checkbox field, asks if your organization has reviewed how they ask for and record consent.

Question 7, a Date Picker field, asks by when the task will be complete. If the response to Question 6 is "Successfully implemented" or "Not applicable", there is no need to show Question 7.

Therefore, you configure the logic for Question 7 as follows:

  • Visible if: If the user responds to Question 6 with "Partially implemented or planned" or "Not yet implemented or planned", Question 7 is shown.
  • Required if: Furthermore, if either of those values are selected for Question 6, Question 7 is a required question.

  • Visible If: If the user responds to Question 6 with "Not yet implemented," Question 7 is shown.
  • Required If: Furthermore, if the user responds to Question 6 with "Not yet implemented," Question 7 is a mandatory question.