You can customize the toolbox in the left pane in an assessment template by adding up to three fields from the canvas using the Add to toolbox option. This option copies the field, including its configuration, and adds it to the toolbox so you can reuse the configured version of the field throughout the template. Thus, the fields that are added to the toolbox are essentially the configured versions of the standard toolbox fields.
- When you add a field to the toolbox, its values in the ID, Name, and Copy response to assessed asset fields aren't copied.
- The fields you add to the toolbox aren't saved in the toolbox when you close the template, even if you save your changes.
Example
Suppose that you have configured a Checkbox field, which is a standard toolbox field, with the following values:
- Successfully implemented
- Partially implemented or planned
- Not yet implemented or planned
- Not applicable
If you then add the configured field to the toolbox, you can reuse the configured field throughout your template, without having to configure the values each time.
Prerequisites
You have a global role with the Assessments > Manage templates global permission.
Steps
- Open or create a template.
- On the canvas, click the field you want to configure before adding to the toolbox.Tip If the field hasn't been added to the canvas yet, click the field in the toolbox.
- Configure the field in the sidebar.
- On the canvas, click
Add to toolbox below the field.
The configured field is added to the toolbox as an additional field.Note You can add up to three fields to the toolbox. If you try to add another field, the last field in the toolbox is overwritten.