Edit a template

You can edit any of your custom templates.

Tip You cannot edit the out-of-the-box templates, but you can copy them and edit the new templates.

Prerequisites

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

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:

Steps

  1. Open the templates page and open one of your customized templates.
  2. Edit the template to suit your needs.
  3. Click Save draft.
    If the template you edited:
    • Had the Draft status, the status remains Draft and the version number remains the same.
    • Had the Published status, the status becomes Draft and the version number increases incrementally.
  1. Open the templates page and open one of your customized templates.
  2. Edit the template to suit your needs.
  3. Click Save.
    If the template you edited:
    • Had the Draft status, the status remains Draft and the version number remains the same.
    • Had the Published status, the status becomes Draft and the version number increases incrementally.