Important This topic is applicable only to the latest UI. For a similar feature in the classic UI, go to Template toolbox.
The Asset Picker field in an assessment template allows you to define which assets are available for selection in the asset drop-down list (asset picker) in the assessment for users. You can specify the asset types, asset statuses, and domains based on which the assets in the asset picker should be filtered.
In an assessment template, on the Template designer tab, when you click an Asset Picker field, the following settings appear in the sidebar for you to configure.
| Setting | Description |
|---|---|
| ID |
The ID of the asset picker is set by default, but you can edit it. The ID is not shown in assessments. |
| Name |
Enter a label (question or statement) for the asset picker. The name is shown in assessments. |
| Description |
Enter additional information or guidance for the asset picker. The description is shown in assessments. |
| Visible |
Select this checkbox if you want to show the asset picker in assessments. |
| Required |
Select this checkbox if you want to make the asset picker a required field in assessments. |
| Asset types |
Select this checkbox if you want the asset picker to include only those assets that match the asset types you select here. |
| Include child asset types |
Select this checkbox if you want the asset picker to include those assets that match the asset types you selected as well as their respective child asset types, for a more inclusive selection. |
| Asset statuses |
Select the statuses by which you want the assets in the asset picker to be filtered. If the Asset types setting is blank and the Asset statuses setting has a value, the asset picker will include all asset types that match the asset statuses you select here. |
| Domains | Select the domains by which you want the assets in the asset picker to be filtered. |
| Allow multiple | Select this checkbox if you want to allow users to select multiple assets in the asset picker. |
| Show a hint | Select this checkbox if you want to show a tooltip in the asset picker. You can use a tooltip to show a longer description or contextual help for the field. This setting is used in conjunction with the Hint text setting. |
| Hint text |
This setting appears only if the Show a hint setting is enabled. Enter the text for the tooltip. |
| Show the comment box |
Select this checkbox if you want to show a text box for users to enter a comment pertaining to the question. |
| Comment text |
This setting appears only if the Show the comment box setting is enabled. Enter a label for the comment text box. |
| Show asset characteristics | Select this checkbox if you want to show the name of the asset that users select in the asset picker as a link to the asset page, along with other characteristics of the asset. |
| Asset characteristics |
This setting appears only if the Show asset characteristics setting is enabled. Select the asset characteristics that you want to show to users when they select an asset in the asset picker. By default, the name of the asset is shown as a link to its asset page. You can additionally choose to show the asset type and asset status. If you selected an asset type in the Asset types setting, the Asset characteristics setting additionally includes all characteristics from global and scoped assignments of the asset type for selection.
|
| Validation | Define the rules to validate the user's answer in the asset picker. |
| Logic |
Define the conditions for the asset picker. |
| Copy answer to assessed asset | Select this checkbox if you want to copy the user's answer in the field to the selected characteristic of the linked asset. |
