Template settings

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:

Latest UI Classic UI

The Properties section on the Template Designer tab contains context-specific settings, based on the active page or question in the questions building area.

You can see all the settings of a template by clicking or in the header section on the Template Designer tab. These settings include context-specific settings, based on the active page or a question within the page.

Property	Description
General
Name	The ID of a question. This property is applicable only to questions, not pages.
Score	The score allows you to give weighted importance to questions. This property is used in conjunction with the Score threshold and Assessment template properties described in this table. For more information, go to Working with scores and decisions.
Title	The title of the template, page, or question. The title of a question is the actual question or statement put forth in the assessment, for example, "Have you identified all Controllers?"
Description	A description of the template, page, or question.
Governance	The Governance option of an assessment template determines whether or not an assessment conducted from the template will create an asset in your Collibra environment and trigger the Assessments Approval workflow. For more information, go to Governance for assessments.
Auto number questions	Determines whether or not the questions in your template are automatically numbered in the order they are arranged in the building area.
Is visible?	Determines whether or not the question is visible during an assessment.
Is required?	Determines whether the question is optional or mandatory, when conducting an assessment.
Input placeholder	Allows you to enter text that appears in a text field. The text is overwritten when the user enters text in the field.
Has comment	Determines whether or not a free-text field is available, allowing users to enter a comment pertaining to the question.
Comment text	Text that accompanies a free-text field that is available to users if you enable the Has comment property.
Score threshold	The value at, or above which, the accompanying Decision question returns a Yes value. This property is used in conjunction with the Score and Assessment template properties described in this table. For more information, go to Working with scores and decisions.
Assessment template	The template to use for the assessment that should be conducted if the value in the Score threshold property is reached. This property is used in conjunction with the Score and Score threshold properties described in this table. For more information, go to Working with scores and decisions.
Choice
Has other Item	Allows you to select the value Other and add free-text clarification.
Logic	Allows you to define the logic for the selected question. For more information, go to: Logic settings in the Template Designer tab Logic settings in the Template Logic tab

Setting	Description
General
Name	The name of a template or question. The name of a question is the actual question or statement put forth in the assessment, for example, Have you identified all Controllers?
Description	A description of the template, page, or question.
Governance	The Governance option of an assessment template determines whether or not an assessment conducted from the template will create an asset in your Collibra environment and trigger the Assessments Approval workflow. For more information, go to Governance for assessments.
Auto number questions	Determines whether or not the questions in your template are automatically numbered in the order they are arranged in the building area.
ID	The question ID, for example, question1. This setting does not appear when conducting an assessment. It appears only for questions, not pages.
Title	The name of a page.
Visible	Specify whether or not the question is shown when conducting an assessment.
Required	Specify whether a response to the question is optional or mandatory.
Asset Type	Determines which single asset type is associated with an asset picker. Users can specify only the assets of the specified type. This setting appears for asset picker type questions.
Allow Multiple	Used in conjunction with the Asset Type setting. This setting determines whether users can specify only one asset or multiple assets. This setting appears for asset picker type questions.
Placeholder	Allows you to enter text that appears in a text field. The text is overwritten when the user enters text in the field.
Show the Comment Area	Determines whether or not a free-text field is available, allowing users to enter a comment pertaining to the question. This setting appears for checkbox and radio group type questions.
Comment Text	Specify the label, or prompt, for the Comment Area. For example, If you selected 'Other', please explain why. Text that accompanies a free-text field: In Yes/No With Reason questions. That is available if you enable the Show the Comment Area setting.
Is visible?	Determines whether or not the question is visible during an assessment.
Is required?	Determines whether the question is optional or mandatory when conducting an assessment.
Score	The score allows you to give weighted importance to questions. This setting used in conjunction with the Score threshold and Assessment template settings described in this table. For more information, go to Working with scores and decisions.
Score threshold	The value at, or above which, the accompanying Decision question returns a Yes value. This setting is used in conjunction with the Score and Assessment template settings described in this table. For more information, go to Working with scores and decisions.
Assessment template	The template to use for the assessment that should be conducted if the value in the Score threshold setting is reached. This setting is used in conjunction with the Score and Score threshold settings described in this table. For more information, go to Working with scores and decisions.
Choices	Allows you to add, edit, reorder, and delete items in checkbox and radio group type questions.
Logic	Allows you to define the logic for the selected question. For more information, go to: Logic settings in the Template Designer tab Logic settings in the Template Logic tab
Pages	Allows you to change the order of the pages within the template and also remove the pages. This setting appears when the template is in focus, as opposed to its individual pages or questions.