Add a question to the toolbox

The toolbox includes a set of question types. You can customize the toolbox by adding up to three questions from the building area. These question can then be reused throughout your template.

Tip This is helpful if, for example, you configure a checkbox question with the following values:
  • Successfully implemented
  • Partially implemented or planned
  • Not yet implemented or planned
  • Not applicable
If you then add the question to the toolbox, you can reuse the question throughout your template, without having to configure the values each time.

Note Any questions you add are not saved in the toolbox when you close the template, even if you save the changes you made in the template.

Prerequisites

You have a global role that has the Assessments > Manage templates global permission.

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:

Steps

  1. Open the Template Gallery page and open a template, or create a new template.
  2. Click on a question in the building area or add one to the building area.
  3. Configure the question to suit your needs.
  4. Click .
    The question is added to the toolbox, as an additional question type.

    Note You can add up to three questions, for a total of 13 question types in the toolbox. If you have 13 questions types and you add another one, the last question type in the toolbox is overwritten.

  5. Click Add to toolbox.
    The question is added to the toolbox, as an additional question type.

    Note You can add up to three questions, for a total of 13 question types in the toolbox. If you have 13 questions types and you add another one, the last question type in the toolbox is overwritten.