You can automatically copy a user's response from an assessment field to a specific characteristic of the asset being assessed by using the Copy Response to Assessed Asset setting in the template. This setting is shown in the sidebar on the Template Designer tab only if the Asset Type setting contains a value.
- Without governance: If the Governance checkbox in the template is cleared, the response is copied to the assessed asset when the assessment is completed.
- With governance: If the Governance checkbox in the template is selected, the response is copied to the assessed asset when the Assessment Review asset is approved.
When you select the Copy Response to Assessed Asset checkbox in the sidebar, the Asset Characteristic drop-down list appears, containing characteristics that meet the following criteria:
- The characteristics are associated with the template's asset type (that is, the value in the Asset Type setting). That is, the characteristics are included in the global or scoped assignment of the asset type.
- If the selected field is Asset Picker, only relation types that have at least one source or target asset type in common with the field's asset types are shown in the list.
- 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 are shown in the list. For more information, go to the next section.
Note
- 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.
- Comments, such as those in a checkbox or a similar field, are never copied to an asset.
Field and asset characteristic mapping
The following table shows the types of the characteristics that are shown in the Asset Characteristic drop-down list for a given field type.
| Field type | Characteristic type |
|---|---|
| Single-Line Text Box | Text |
| Checkbox |
Text, Multi-select 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 type of the selected characteristic is Text.
 |
| Radio Button |
Text, Single-select 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 type of the selected characteristic is Text.
|
| Multi-Line Text Box | Text |
| Rich Text Box | Text |
| Asset Picker | Relation |
|
Date Picker |
Date |
|
Yes/No |
True/False |
|
Yes/No With Reason |
Text |