Template toolbox

Template fields are the questions and statements that are presented in an assessment. These fields are available in the toolbox in the left pane on the Template designer tab of an assessment template. Template toolbox contains input fields, such as text boxes and date pickers, for asking questions and collecting input from users conducting an assessment. It also contains logic fields, such as decision makers and expressions, for showing conditional text to users. You can organize these fields into panel containers.

To add a field from the toolbox to the canvas, click the field or drag the field to a specific location on the canvas. You can also add your own field to the toolbox. The settings for a field are shown in the sidebar when you click the field on the canvas.

The following table describes the fields shown in the toolbox.

Field	Description
Single-line text box	Allows users to enter a single line of text.
Number	Allows users to enter a numeric value such as an integer (whole number) or decimal, using a period as the decimal separator. This field also accepts a negative numeric value and supports up to 15 characters.
Checkbox	Allows users to select one or more of the predefined values.
Radio button	Allows users to select only one of the predefined values.
Multi-line text box	Allows users to enter multiple lines of text.
Rich text box	Allows users to enter and format rich text.
Panel	Frames two or more fields, typically in reference to another field. Note A panel can support only up to 3 fields arranged side by side in a column layout. If you add more than 3 fields in a column layout, the panel won't be shown properly on the assessment page. Example Suppose that you have a Radio Button field that asks if the organization has identified all Controllers. The possible responses are Yes and No. You could then: Follow the Radio Button field with a panel that contains three additional Controller-specific questions. Configure a logic condition so that the panel and the three questions it frames appear if the response to the Radio Button question is No.
Asset picker	Allows users to select one or more assets of a predefined asset type.
User picker	Allows users to select one or more users and user groups.
Date picker	Allows users to enter a date.
Yes/no	Allows users to select Yes or No.
Yes/no with reason	Allows users to select Yes or No and also enter a free-text reason.
Decision	Shows the value Yes or No based on the scoring of Yes/No fields and a scoring threshold.For more information, go to Scores.
Text	Shows a predefined rich text.
Expression	Shows a predefined text based on the scores obtained from certain fields. For more information, go to Expression.
File upload	Allows users to upload files.