How to add assessment metrics to demand form

[sigmachiuta]

I have created a few Assessment Metric Categories and assessment Metrics.   I see that the metric categories that hold the Assessment Metrics are stored in the dmn_demand table, but when i navigate to the demand form i cant seem to find the assessment metrics to add them to the form.   How can I add newly created assessment metrics to the demand form?

[coryseering]

Hi sigmachiuta,

I just activated the Demand Management plugin on my test instance, and loaded demo data. When I view a Demand record (on the dmn_demand) table, it has a Related List called "Assessment Results".

That comes from a Relationship record which was added by the plugin. Here is what that record looks like:

Do you have an "Assessment Results" Relationship record? Does it apply to "dmn_demand" and query from the Assessment Category Result [asmt_category_result]" table?

If so, go to your Demand record, right-click on the form header and choose "Configure > Related Lists":

That will open a slushbucket:

Find "Assessment Results" in the "Available" side of the Slushbucket, highlight it and click the ">" button (or just double-click on "Assessment Results". Save the slushbucket, and your dmn_demand form should now have a Related List with the assessments on it.

[sigmachiuta]

I have added a few more scripted assessment categories and associated them to a specific portfolio.   OOB the demand workbench looks at score_risk, score_value, score_size that is calculated from the assessment results.   I am trying to use other assessment categories instead of the oob risk,value, size. I am not sure how oob the risk_score, value_score, size_score ratings are copied onto the form fields from the assessment results.   I have been able to use the bubble charts and make a custom view using the assessment categories I selected.   The workbench is an interactive chart so I would like to make my 3 axis not the oob risk, value size so I am looking at taking my rating numbers from the assessment results (for my custom categories) and using them in the workbench.   My issue is copying the numbs from the assessments into a field on the form and having the drag and drop bubbles change the rating.

[coryseering]

Hi Sigmachiuta,

Sorry, I don't know much about this particular plugin. Have you taken a look to see if those are just Calculated Fields on that table? Are there any Script Includes which use those field names? Perhaps the calculation function is user-editable one of those ways.

[Shane J]

sigmachiuta - I believe to get rid of the OOB options that are seeing you need to edit the filters in those Categories so they no longer apply to your Demand records.

I'm struggling through how Demand and Assessment works as well...