Trigger Assessment using Flow Designer

Gokul Nath · ‎08-12-2023

Hi all,

I have a requirement on triggering an assessment when a demand is being created using flow designer.
I was able to trigger an assessment record. However, the record is not being linked in the Assessment Instance related tab due to empty trigger ID.

I tried using the demand record in the flow to set the trigger ID. However, it stays to be empty. Please provide your inputs on this.
Please find the screenshots

Any suggesstions would be helpful. Thanks in Advance.

Maik Skoddow · ‎08-12-2023

Hi

the field "Trigger ID" is NOT a reference field but a so-called "Document ID" field:

Therefore you have to:

Dot-walk to the "Sys ID" field of the Demand record and fill this into "Document ID" field in the Update Record action.
Manually fill the value "dmn_demand" into the field "Trigger table"

Maik

View solution in original post

dkliffen85 · 3 weeks ago

In addition, in the first step (Create Assessment Instance Record) the Due Date field is empty. When this field is empty, the survey will not be shown in the portal in the OOTB page My Assessments and Survey (my_surveys).
If you want to see this on the portal, make sure that you enter a due date in the flow.

I made a dynamic due date, due date is 14 days from now:

var date = new GlideDateTime(); date.setValue(gs.daysAgo(-14)); date.getDisplayValue();

return date;