Template editor

The template editor enables you to copy packaged assessment templates or create your own templates.

Important 

In Collibra 2024.05, we've 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:

The following table describes the sections and the tabs shown on the template editor.

No. Section/Tab Description

1

 Action bar
  • Template title, status, and version number.
  • Buttons to copy, save, delete, and publish the template.
    Note The availability of the buttons depends on the type of the template (packaged or customized) and the status of the template.

2

 Template Designer
  • Tabs for the various pages in the template.
  • The Undo button to revert the last edit you made to the template.
  • The Template Settings button to view the basic properties of the template, such as the name, the description, and the target asset type to be assessed.

3
Canvas
 The body of the Template Designer tab where you can add questions and work with them.
4
Toolbox
Types of question, such as checkbox, comment, and date picker.
5
Assessment Settings
Context-specific settings, based on the active page or question in the building area.

6

 Test Template A preview of the result of your work on the Template Designer tab. On the Test Template tab, you can respond to your questions to test, for example, how the configured logic will work when conducting an assessment.

7

 Template Logic Logic conditions configured in the template. On the Template Logic tab, you can add, edit, and delete logic conditions.