How can I trigger and assessment on an assessable record itself?

[Julian Hoch]

We have an assessment that should be triggered when an Requested Item is completed. The assessable record in this case should be the Requested Item itself. On the Trigger Condition record, I have to specify a "assessable record field". How can I make the assessable record the requested item itself and not have to select a field on the Requested Item?

I workaround would be to create a new field on requested item that always links to itself, but that seems stupid.

[TrevorK · Accepted solution]

This is what I am going off of:

Survey Management release notes

Users can receive multiple survey instances for the same survey even if they have a pending survey in the ready to takestate.

To enable the user to determine which incident the survey/assessment instance is associated with, the system adds a link to the incident on the survey/assessment page. The link also appears on the card for the survey/assessment on the My Assessments and Surveys page.

I interpret that to mean the previous limitation of one survey per user is gone because the challenge was that the "Incident Resolved" survey was the same survey, so it would only queue up one for the user (rather than 13 if they closed 13 Incidents) - and that this is a feature for Survey Management (not Legacy Survey). If you have a Geneva instance and this does not work it might be a good issue to raise with HI.

[Julian Hoch]

You are right it works! I just tested it again, and it looks like I still had a value in the "repeat" field. Once I removed it, the survey could be assigned multiple times.

Now I only have to find out if I can create a good report on the survey responses so we can see at once which user gave which result for which record.