Edit a template

You can edit only custom assessment templates. Collibra templates can't be edited, but you can copy them and then edit their copies.

Note 
  • Assessment templates are shown only if you have a global role that has the Assessments > Manage Templates global permission.
  • Collibra assessment templates are shown only if the Show out of the box templates setting is enabled in Collibra Console or Collibra settings.
Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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:

Prerequisites

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

Steps

  1. Open the custom template.
  2. Edit the template.
    Tip For information about the template fields and settings, go to Template fields and Template settings.

  3. Click Save draft.
    Your changes are saved.
Note If the template's previous status was Draft, both the status and the version number remain the same. If its previous status was Published, the status becomes Draft and the version number is incremented.