Auto-generate Assessments for Demands

[Matt B4]

The "Assessment Trigger" rules seem to suggest I can automatically generate an assessment for a demand when the conditions in the condition builder are satisfied. That said, I can't seem to get them to generate when the conditions are met. Am I doing something wrong, or is this not how the Assessment functionality is designed to be used?

[asifnoor]

Hi,

I think the type should be demand.

Also recheck if the BR is created or not. If yes, then call that script that is there in the BR from background script and check once.

Mark the comment as a correct answer and helpful if it has helped to solve the problem.

[ryan_pope]

I might suggest you take a look at how the Demand Assessments are meant to be triggered, assuming you're trying to use the OOB demand assessment to evaluate and score the demand for prioritization. (https://docs.servicenow.com/bundle/sandiego-it-business-management/page/product/planning-and-policy/concept/c_SettingUpDemandManagement.html)

Essentially, this happens OOB, when the the demand is in the Screening Stage. If there are no Stakeholders listed (in the related list at the bottom of the demand), the Demand Manager should get the assessment sent to them (unless the Assessment Required checkbox is unchecked on the Demand record itself). More users can be added to that list of recipients by adding Stakeholders (and ensuring that on the stakeholder record, Receive Assessment is set to true). These stakeholders can be added ad hoc, or added automatically by associating the stakeholders with a Portfolio, and then setting the Portfolio field on the Demand to the respective portfolio. Once that field is populated, and the record is saved, the Demand will inherit all Stakeholders from the Portfolio.

[Matt B4]

Thank you for your response. I wanted to add a custom assessment to Demands of a certain type (Project). I believe we have the "Assessment required" checkbox hidden and I wonder if that has something to do with it. Essentially, I just want to trigger a custom assessment to the demand manager when a demand with type of "project" is inserted in draft state.

Thank you,

Matt

[Brian Curry]

We're having a somewhat similar issue to Matt's in that our developer created a new, On Demand assessment Type and we wish to trigger it for selected stakeholders when the Demand is in the Screening State instead of the OOB assessment (or potentially using a "custom" trigger condition), but we're not sure how to trigger the new assessment instead of the OOB assessment. We don't want to alter the OOB assessment because it will continue to be used under different conditions. We tried creating a Trigger Condition similar to Matt's just to see if we could generate the new assessment for the Demand Submitter, but the OOB assessment continues to be generated, even though the trigger condition references the new assessment. The BR that was created automatically when the trigger condition was created seems to be correct, as it references the trigger condition, but somehow, the OOB assessment continues to be generated.