Manage templates

This topic describes how to open, create, edit, discard, publish, copy, export, import, and delete an assessment template.

Common prerequisites

You have a global role with the Assessments > Manage templates global permission.

Open a template

Steps

1. On the Assessments landing page, in the Templates section, click Show all templates.
2. Click the template tile.
   The template editor opens.

Create a template

You can create a template for conducting assessments.

Steps

1. On the Assessments landing page, in the Templates section, click Create template.
   The template editor opens.
2. In the sidebar, enter the required information.
   
3. Click Add Question or drag the required field types to the canvas.
4. Configure the settings for the fields.
5. Configure the logic conditions for the fields.
6. Add more pages and more fields if needed.
   
   Note Each page of a template appears as a separate section in the assessment.
7. Click Save.
   The template is created with version V1 and status Draft. The new template is shown in the Custom Templates section on the templates page.

Edit a template

You can edit only custom templates. Collibra templates can't be edited, but you can copy them and then edit the copies.

Steps

1. Open the custom template.
2. Edit the template.
   
   Tip For information about the template fields and settings, go to Template toolbox and Template settings.
   
   
3. Click Save.
   Your changes are saved.

Discard a draft template

When you edit and save a published template, its status changes to Draft and its version number is incremented. You can discard the draft and revert the template to its last published version using the Discard Version button. This action restores the Published status and the version number.

Steps

1. Open the template.
2. Click More → Discard Version.
   The draft version of the template is replaced with the last published version of the template.

Publish a template

You can publish only custom templates. Although it is more likely that you will publish a template whose status is Draft, you can also publish a template whose status is already Published.

Steps

1. Open the custom template.
2. Edit the template.
3. Click Publish.
   The template becomes available for conducting assessments.

Copy a template

You can copy only Collibra templates.

Steps

1. Open the Collibra template.
2. In the sidebar, in the Name field, enter a name to identify your template.
3. If needed, edit the template settings.
4. Click Save as New Template.
   The new template is created, and it opens in the Draft status with version V1. The template is also added to the Custom templates section on the All templates page.

Export a template

You can export only published custom templates. Collibra templates can't be exported, but you can copy them and then export the copies. Use this feature when you want to import a template from your testing environment to your production environment. For example, to use a template in another Collibra environment, export the template and then import it into the other environment.

Steps

1. Open the custom template.
2. Click More → Export.
   
   The template is exported to your computer as a JSON file.

Import a template

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

Steps

1. On the Assessments landing page, in the Templates section, click Show all templates.
2. In the Custom templates section, click Import template.
   
   The Import a template dialog box appears.
3. 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.
4. If needed, change the value in the Template name field.
   
   Tip For information about all the options shown in the dialog box, go to the next section (Template name).
5. Click Import.
   The template is imported, and it is added to the Custom templates section on the All templates page.

Delete a template

You can delete only custom templates. If, however, the template you want to delete is already used in a draft assessment, you can't delete the template.

Steps

1. Open the custom template.
2. Click More → Delete.