Copy answer to assessed asset

Updated: June 5, 2026

This feature is available only in the latest UI.

If you want the user's answer to an assessment question to be copied to a specific characteristic of the assessed asset, you can use the Copy answer to assessed asset setting in the template. This setting appears in the sidebar on the Template designer tab only if there is a value in the general Asset type setting.

When is the answer copied

If the Require a review template setting is disabled, the answer is copied to the assessed asset when the assessment is completed. If it is enabled, the answer is copied when the Assessment Review asset is approved.

In both cases, however, the answer is not copied to the asset if the field becomes hidden. If you want the answer of a hidden field to be copied, select the Keep answer when hidden checkbox for the field.

Comments, such as those in a checkbox or a similar field, are never copied to an asset.

Asset characteristic

When you select the Copy answer to assessed asset checkbox in the sidebar for a field, the Asset characteristic drop-down list appears with characteristics that meet the following criteria:

• The characteristics are associated with the template's asset type, which is the value in the Asset type setting. That is, the characteristics are included in the global or scoped assignment of the asset type.
• The characteristics are compatible with the selected field. For example, if the selected field is Date Picker, only the characteristics that support a date value appear in the list. For more information, go to the next section.

If the selected field is Asset Picker, the drop-down list includes only explicit relation types that have at least one source or target asset type in common with the field's asset types (values in the field's Asset types setting).

A characteristic can be linked to only one field in a template. Once a characteristic is selected for a field, the characteristic does not appear as an option in the Asset characteristic drop-down list for other fields, even if it is compatible.

Template field and asset characteristic mapping

The following table contains the kinds of characteristics that are supported by each template field. You can find the kind of a characteristic next to the characteristic in the Asset characteristic drop-down list.

Template field	Supported asset characteristic kind
Single-line text box	Text
Number	Numeric, Text
Checkbox	Text, Multiple Selection Tip If the template is configured to show an additional option for the field and a user selects the additional option when conducting the assessment, the value is copied only if the kind of the selected characteristic is Text.
Radio button	Text, Selection Tip If the template is configured to show an additional option for the field and a user selects the additional option when conducting the assessment, the value is copied only if the kind of the selected characteristic is Text.
Multi-line text box	Text
Rich text box	Text
Asset picker	Explicit Relation
Date picker	Date
Yes/no	True/False
Yes/no with reason	Text
Decision	True/False
Expression	Text

Replace answers

If the selected field is Checkbox or Radio Button and you select a characteristic of kind Selection or Multiple Selection in the Asset characteristic drop-down list, the Replace answers button appears in the sidebar. This button allows you to replace all the options in the Checkbox or Radio Button field with the values that are allowed for the selected characteristic.