how to handle Assessments in Portal side

[Dikshya]

Hi everyone. My question :

• How to achieve the below requirement without cloning and how to handle Assessments in Portal side. Is there any specific page that we can redirect directly for assessment is service portal?
  Please read the context below:

In Governance Hub application (EITG Scope), we are currently using the Global Out-of-the-Box (OOTB) “Form” page to display records such as Governance Tasks, Approvals, and Inquiries and Assessments in Portal side. 

The Governance Hub application displays several related item sections such as Notes, Tasks, Approvals, and Inquiries on the TGOV Request page. Recently, a new “Assessments” tab was added to show all Assessment Instances associated with a Governance Request.

This new tab is expected to behave consistently with the rest of the related items while also supporting Governance Hub’s requirement for users to take assessments from within the Service Portal.

The related items section for all components is rendered using a custom TGOV Request Related Items widget, which internally uses Out-of-the-Box (OOTB) Service Portal components to display records and forms.

Current System Behavior and Issues Observed

When a user clicks on an Assessment Instance number in the related items:

1. The system opens the Assessment Instance record in the Global OOTB ‘ANT Form’ page used throughout Service Portal.
2. This page loads the ANT Form widget, which is a global shared widget.
3. On this page, the OOTB “Take Assessment” button (UI Action) is visible. 

   However, the issue arises when users try to take the assessment:

   In Header Menu, the “Take Assessment” button correctly redirects to the custom Assessment page where it shows the assessments assigned to me. But, In Service Portal, clicking “Take Assessment” from the form page simply displays an “Updated” message and does not redirect anywhere. 

    Root Cause

   • The main reason the “Take Assessment” button does not redirect in the Service Portal because the URL “assesment_take2.do?... ” specified in the Take Assessment UI Action for re-direction is Platform-specific and relies on action.setRedirectURL(), which works only in the Platform UI and won’t work on the Portal side. A technical attempt was made to make the Assessment instance number open the tgov_asmt page directly.
     However, this approach failed because the OOTB embedded widget list (like Data Instance Wrapper) in our custom widget script overrides custom navigation and always opens records using the OOTB Form Page. This makes it less feasible to change navigation behavior only for Assessments while keeping the widget unchanged. 

[debendudas]

Hi @Dikshya ,

For Assessments, you can leverage the Out-of-the-Box (OOTB) take_survey page in Service Portal. This page allows users to take assessments directly from the portal.

Important Note:
You must pass the Assessment Instance sys_id as a parameter named instance_id in the URL.
If you do not include this parameter, the portal page will throw an error because it cannot identify which assessment instance to load.

Example URL:  /esc?id=take_survey&instance_id=3f8d9c2b1b122300a2b1c1d4f4da15e3

Here:

esc -> Employee Center Portal URL suffix

take_survey → OOTB portal page for assessments
instance_id → The sys_id of the asmt_assessment_instance record

If you are using the Simple List widget to display the list of assessments:

By default, this widget redirects users to a configured page (Widget option: Link to this page) with the parameter sys_id.
However, for assessments, you need to change this parameter name from sys_id to instance_id so that the portal page can load the correct assessment.

Hence, you need to clone the "Simple list" widget and modify the redirection code.

If this solution helps you then, mark it as accepted solution ‌‌✔️ and give thumbs up 👍!