---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create templates using the designer

# Create a questionnaire or document request template using the Designer {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Use the Questionnaire Template Designer to create and edit questionnaire or document request templates that you can use as the basis for other templates.

## Before you begin

Role required: admin or sn_vdr_risk_asmt.vendor_risk_admin{#create-question-template__id_g5g_vwv_szb__entry__2}

| Term | Description |
|-|-|
| Metric or Assessment metric | A single question within a questionnaire template. |
| Metric type or Assessment metric type | A questionnaire template. |
| Category or Assessment category | A set of related questions within a questionnaire template. Note: There can be multiple categories within a metric type. |
[Table 1. Terminology in TPRM]

{#create-question-template__id_g5g_vwv_szb}  
Note:  
A questionnaire template must have at least one category. Each category must contain at least one question.

## Procedure

1. Navigate to one of the following locations:  
   * AllThird-party Risk ManagementAssessment setupQuestionnaire Templates or Third-party Risk ManagementAssessment SetupDocument Request Templates.
   * WorkspacesVendor Management Workspace, select the list icon ![]() and then navigate to Assessment setupQuestionnaire Templates.
   {#create-question-template__ul_zck_crf_c2c}
2. Select New (Designer).  
   {#create-question-template__table_jvf_45v_lz__entry__2}

   | Tab | Description |
   |-|-|
   | Controls | Supported question data types are available in the Controls palette. Drag a control onto the designer canvas to create a question of that type. |
   | Questions | A library of questions for various categories, so you don't have to build each questionnaire from scratch. |
   | Categories | Assessment open in the Design view. The questionnaire Name field appears above the first category in the canvas. An empty question field appears in the category container. |
   [Table 2. Tabs on the designer]

   {#create-question-template__table_jvf_45v_lz}
3. Enter a name and then drag a control onto the designer canvas to create a question of that type.  
   Note:  
   Selecting the scored option (Scored check box) is optional. All question responses unless otherwise stated are scored. The scored option changes the scoring behavior. If selected, the score is based on a binary system (0 or 100) reflecting whether the answer is correct or incorrect. If not selected, the score is calculated using a scale definition, involving the questionRating, questionPercentContribution, and questionNormalizedValue formulae, and the MaximumNormalizationInput field can influence the normalized value. For more information, see [Scoring calculations using the classic assessment engine](https://servicenow-prod.fluidtopics.net/3qYPn1LOGstG6fXBrf0JtA "Perform a comprehensive external risk assessment when calculating multiple ratings and scores by using the Third-party Risk Management application. You can gain a deeper understanding of the overall calculation process and learn how user-defined parameters and configurations influence the results of the questionnaires.") and [Normalize the scores for metrics](https://servicenow-prod.fluidtopics.net/ii4GA4ihnJX8c8fNzB6m9Q "You can use the Maximum normalization input setting to use normalized values to calculate assessment scores for questions (metrics).").
   {#create-question-template__table_kvf_45v_lz__entry__3}

   | Data type | Description | Scored |
   |-|-|-|
   | Attachment | Question with a manage attachments icon for users to attach one or more files. | Y |
   | Boolean | Question with a check box or a Yes/No list for user responses. | N |
   | Choice | List of predefined options. For more information, select the definition for Choices. | Y |
   | Date | Date field. | N |
   | Date/Time | Date and time field. | N |
   | Number | Number field with predefined minimum and maximum values. The default is 1--10. | N |
   | Percentage | Percentage field with a prescribed range. | N |
   | Scale | Predefined Likert scale. Answer options appear as radio buttons. | Y |
   | Numeric Scale | Selectable number scale. The default is 1--5. Answer options appear as radio buttons. | Y |
   | String | Single or multi-line text field. | N |
   | Template | Choice list of templates that provide a predefined scale of options. | Y |
   | Reference | Choice list of fields from a specified reference table. This data type doesn't support reference qualifiers. | N |
   | Image Scale | Choice list of images you can use for scales. | N |
   | Multiple Selection | List of selectable choices. Multiple choices are allowed. | N |
   | Ranking | Selectable scale for ranking choices. | N |
   [Table 3. Question controls]

   {#create-question-template__table_kvf_45v_lz}
4. Select the form context menu to select one of the following options.

   | Option | Description |
   | Save | Save the current questionnaire or document request. |
   | Preview | Display a preview of the questionnaire or document request with its current settings. |
   | New Assessment | Open a fresh canvas for a new questionnaire or document request. |
   | Load Assessment | Open the list of existing questionnaires or document requests that are available for use. |
   | Copy Assessment | Create a copy of the questionnaire or document request that you can edit. |
   |-|-|

   {#create-question-template__choicetable_mvf_45v_lz}

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