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:
You can import assessment templates to, for example, import a custom template from your testing environment to your production environment.
Prerequisites
- You have a global role that has the Assessments > Manage Templates global permission.
- Export the custom template that you want to import.
Steps
- Open the templates page.
- In the Custom templates section, click
, and then click Import template.
The Import template dialog box appears. - Click Upload template, and then select the template that you want to import.
- Click Import.
A message stating that the template is imported appears. The template is added to the Custom templates section.
Tip If a template of the same name already exists in your environment, you are prompted to enter a new name for the template that you are importing.
- Open the templates page.
- In the Custom Templates section, click Import Template.
The Import a Template dialog box appears. - Click the Upload a JSON file prompt, and then select the file you want to import. Alternatively, you can drop the file into the dialog box.
- Click Import.
The template is added to the Custom Templates section.
Tip If a template of the same name already exists in your environment, you are prompted to enter a new name for the template you are importing.
Note
- The status of an imported template is Published.
- The version of an imported template is V.1, regardless of the version of the template that was exported for the import.