Copy response to assessed asset

Updated: May 8, 2026

This feature is available only in the latest UI.

You can automatically copy a user's response from an assessment field to a specific characteristic of the asset being assessed, using the Copy response to assessed asset setting in the template. This setting appears in the sidebar on the Template Designer tab only if the Asset type setting contains a value.

When is the response copied

If the Require a review setting in the template is deactivated, the response is copied to the assessed asset when the assessment is completed.

If the Require a review setting in the template is activated, the response is copied to the assessed asset when the Assessment Review asset is approved.

In both cases, however, the response isn't copied to the asset if the field becomes hidden. If you want the response of a hidden field to be copied, select the Keep answer when hidden checkbox for the field.

Comments, such as those in a checkbox or a similar field, are never copied to an asset.

Asset characteristic

When you select the Copy response to assessed asset checkbox in the sidebar for a field, the Asset characteristic drop-down list appears with characteristics that meet the following criteria:

• The characteristics are associated with the template's asset type, which is the value in the general Asset type setting. That is, the characteristics are included in the global or scoped assignment of the asset type.
• The characteristics are compatible with the selected field. For example, if the selected field is Date Picker, only the characteristics that support a date value appear in the list. For more information, go to the next section.

If the selected field is Asset Picker, the drop-down list shows only explicit relation types that have at least one source or target asset type in common with the field's asset types (values in the field's Asset types setting).

A characteristic can be linked to only one field in a template. Once a characteristic is selected for a field, the characteristic doesn't appear as an option in the Asset characteristic drop-down list for other fields, even if it is compatible.

Template field and asset characteristic mapping

The following table contains the kinds of characteristics that are supported by each template field. You can find the kind of a characteristic next to the characteristic in the Asset characteristic drop-down list.

Template field	Supported asset characteristic kind
Single-line text box	Text
Number	Numeric, Text
Checkbox	Text, Multiple Selection Tip If the template is configured to show an additional option for the field and a user selects the additional option when conducting the assessment, the value is copied only if the kind of the selected characteristic is Text.
Radio button	Text, Selection Tip If the template is configured to show an additional option for the field and a user selects the additional option when conducting the assessment, the value is copied only if the kind of the selected characteristic is Text.
Multi-line text box	Text
Rich text box	Text
Asset picker	Explicit Relation
Date picker	Date
Yes/no	True/False
Yes/no with reason	Text
Decision	True/False
Expression	Text

Replace answers

If the selected field is Checkbox or Radio Button and you select a characteristic of kind Selection or Multiple Selection in the Asset characteristic drop-down list, the Replace answers button appears in the sidebar. This button allows you to replace all the options in the Checkbox or Radio Button field with the values that are allowed for the selected characteristic.