Working with a template field

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:

Latest UI 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.

The settings for a field are shown in the sidebar when you click the field on the canvas.

The following table describes the options shown for a field on the canvas. These options are dependent on the field type.

Icon	Description
	Edit the title. The edit icon appears when you hover over the question title. Alternatively, you can provide a title in the Properties.
	Click and drag the question to a different location on the page. Tip To move a question to another page, you can: Click to add the question to the toolbox. Go to the page on which you want to add the question. Drag the question from the toolbox to the page.
	Delete the question from the building area. Tip If you think you might want to use the question at a later time, or add it to another page, you can click , to add the question to the toolbox. Deleting a question from the building area does not delete it from the toolbox.
	Specify whether or not the question title is visible.
	Specify whether a response to the question is optional or mandatory. Click to toggle between the two conditions. : Optional (default) : Mandatory
	Copy the question. The copy appears directly below the active question.
	Add the question to the toolbox. Note You can add up to three configured fields to the toolbox. If you try to add another field, the last field in the toolbox is overwritten.
Question type label, for example	The question type. For some question types, you can click this button to toggle between two similar question types. Specifically: If the question type is Single input, you can click this button to change it to a Comment, and vice versa. If the question type is Checkbox, you can click this button to change it to a Radiogroup, and vice versa.
	Click to show the question properties in the Properties.
	Click to add another choice to radiogroup or checkbox question.

Icon	Description
Duplicate	Duplicate the field. The duplicate appears directly below the original field.
Required	Specify if the field is optional or required. If you have marked the field as required, an asterisk (*) appears next to the field.
Delete	Delete the field from the canvas. This action doesn't delete the field from the toolbox. Tip If you have configured the field and, instead of deleting the field, want to use the field at a later time or add it to another page, you can click Add to Toolbox. This action adds your configured field to the toolbox so you can reuse it. Fields added to the toolbox aren't saved once you close the template, even if you click Save.
Add to Toolbox	Add the field to the toolbox. For more information, go to Add your own template field. Note You can add up to three configured fields to the toolbox. If you try to add another field, the last field in the toolbox is overwritten.
	Drag the field to a different location on the page. Tip To move the field to another page, you can: Click Add to Toolbox to add the field to the toolbox. Go to the page on which you want to add the field. Drag the field from the toolbox to the page.
and	Click to add the corresponding option to a Radio Group or Checkbox field. Click to delete the corresponding option from a Radio Group or Checkbox field.