Template editor

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:

The template editor enables you to copy the Collibra assessment templates or create your own templates. The following table describes what is shown on the template editor.

No. Section/Tab Description

1

 Action bar
  • Template title, version number, and status.
  • Buttons to perform certain actions on the template.

2

 Template Designer
  • The Undo button to revert the last edit you made to the template.
  • The Template Settings button to view the general settings of the template, such as the name, the description, and the target asset type to be assessed.

3
Canvas
 Body where you can add pages and fields and work with them.
4
Toolbox
Different types of fields that you can add to the canvas.
5
Template settings
Context-specific settings, which are based on the page or field that you have currently selected on the canvas.

6

 Test Template A preview of your template. You can enter responses to test, for example, how the configured logic will work when conducting an assessment.

7

 Template Logic Logic conditions configured in the template. You can add, edit, and delete logic conditions.

Image of a template editor

No. Description
1 Name, version number, and status (Draft or Published) of the template.
2 Action bar.
3
  • Template Designer: A space for designing your template.
  • Test Template: A preview of the template. You can enter responses to test, for example, how the configured logic will work when conducting an assessment.
  • Template Logic: Logic conditions configured in the template. You can add, edit, and delete logic conditions.
4 Icons to undo and redo the last change you made to the template.
5 Icon to open the general settings of the template, such as name, description, and the target asset type to be assessed.
6 Icon to hide the sidebar.
7 Different types of fields that you can add to the canvas.
8 Canvas where you can add pages and fields and work with them.
9 Icons to navigate to specific pages in the template.
10 Context-specific template settings, which are based on the page or field that you have currently selected on the canvas.