Template editor

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

The template editor allows you to copy the Collibra assessment templates or create your own templates.

Image of a template editor

The following table describes what is shown on the template editor.

No. Section/Tab Description

1

 Action bar
  • Template title, version number, and status.
  • Buttons to perform certain actions on the template.

2

 Template Designer
  • The Undo button to revert the last edit you made to the template.
  • The Template Settings button to view the general settings of the template, such as the name, the description, and the target asset type to be assessed.

3
Canvas
 Body where you can add pages and fields and work with them.
4
Toolbox
Different types of fields that you can add to the canvas.
5
Template settings
Context-specific settings, which are based on the page or field that you have currently selected on the canvas.

6

 Test Template A preview of your template. You can enter responses to test, for example, how the configured logic will work when conducting an assessment.

7

 Template Logic Logic conditions configured in the template. You can add, edit, and delete logic conditions.
No. Description
1 Name, version number, and status (Draft or Published) of the template.
2 Action bar, which contains buttons to manage the template.
3
  • Template Designer: A space for designing your template.
  • Test Template: A preview of the template. You can enter responses to test, for example, how the configured logic will work when the assessment is conducted by someone.
  • Template Logic: Logic conditions configured in the template. You can add, edit, and delete logic conditions.
4 Icon to open the general settings of the template, such as name, description, and the target asset type to be assessed.
5 Icon to hide the sidebar.
6 Toolbox, which contains different types of fields to add to the canvas.
7 Canvas where you can add pages and fields and work with them.
8 Icons to navigate to specific pages in the template.
9 Context-specific template settings, which are based on the page or field that you have currently selected on the canvas.