Template fields

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:

Template fields are the questions and statements that are presented in an assessment. These fields are available in the toolbox in the left pane on the Template Designer tab of an assessment template. The toolbox contains input fields, such as text boxes and date pickers, for asking questions and collecting input from users conducting an assessment. It also contains logic fields, such as decision makers and expressions, for showing conditional text to users. You can organize these fields into panel containers.

Tip 
  • To add a field from the toolbox to the canvas, click the field or drag the field to a specific location on the canvas.
  • You can also add your own field to the toolbox. For more information, go to Add your own template field.

The following table describes the various fields shown in the toolbox.

Field Description
Single-Line Text Box

Allows users to enter a single line of text.
Checkbox Allows users to select one or more of the predefined values.

Radio Button

Allows users to select only one of the predefined values.
Multi-Line Text Box

Allows users to enter multiple lines of text.
Rich Text Box Allows users to enter and format rich text.

Panel

Frames two or more fields, typically in reference to another field.

Tip Suppose that you have a Radio Button field that asks if the organization has identified all Controllers. The possible responses are Yes and No. You could then:
  • Follow the Radio Button field with a panel that contains three additional Controller-specific questions.
  • Configure a logic condition so that the panel and the three questions it frames appear if the response to the Radio Button question is No.
Asset Picker

Allows users to select one or more assets of a predefined asset type.

Date Picker

Allows users to enter a date.

Yes/No

Allows users to select either Yes or No.

Yes/No With Reason

Allows users to select either Yes or No and also enter a free-text reason.

Decision

 Shows the value Yes or No based on the scoring of Yes/No fields and a scoring threshold.For more information, go to Working with scores and decisions.
Text

Shows a predefined rich text.
Expression Shows a predefined text based on the scores obtained from certain fields. For more information, go to Expression.
Field Description
Single Input

Enter a single line of text.
Checkbox Select one or more of the predefined values.

Radiogroup

Select only one of the predefined values.

Multiline Input

Enter multiple lines of text.

Panel

Frame two or more questions, typically in reference to another question.

Tip Let's imagine you have a Radiogroup question that asks if the organization has identified all Controllers. The possible responses are "Yes" and "No". You could then:
  • Follow this question with a Panel that contains three additional Controller-specific questions.
  • Configure a logic condition so that the Panel and the three questions it frames appear if the response to the Radiogroup question is "No".

Asset Picker

Select one or more assets of a predefined asset type.

Date Picker

Enter a date.

Yes/No

Select "Yes" or "No".

Decision

Return the value "Yes" or "No", based on the scoring of Yes/No questions and a scoring threshold.

For more information, go to Working with scores and decisions.

Yes/No with Justification

Select "Yes" or "No" and enter a free-text justification.
HTML Enter HTML tags to insert hyperlinks and format rich text.
Expression Enter an expression that defines thresholds for showing a specific message based on the scores obtained from questions. For more information, go to Expression.