Export a template

You can export only custom assessment templates whose status is Published. Collibra templates can't be exported, but you can copy them and then export their copies.

You can use this feature when you want to import a custom template from your testing environment to your production environment. For example, if you want to use a published custom template in another Collibra environment, you can export the template and then import it into the other Collibra environment.

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. Click More → Export. In the upper-right corner of the page, click → Export.
    The template is exported to your computer as a JSON file.

What's next?

Import the template to another Collibra environment.