How to configure out of the box 'Notify attestation recipient' email notification to fire when a control is set to 'attest' state?

[davidpong]

Hi All,

I was wondering how to get the out of the box 'Notify attestation recipient' notification to send out an html email to a concerned user when a control is set to the 'attest' state. Currently I'm only able to get the email sent out if I choose 'Send when: Record inserted or updated' but not entirely sure if that's how it should be since I assume you want it at the default 'Send when Event is fired'. Has anyone had luck with this part of GRC in Policy and Compliance?

Thanks,

David R

[Community Alums]

Hi Sri,

The evaluation method is quite important to identify attestations and assessments. Without it, you cant identify which assessment comes from GRC. 

Check the trigger conditions - dot walk Metric type.Evaluation method = attestations_v2, risk_assessment, testplan

[Vasu1]

Hi Rafael,

Thank you so much for the response?

But my question is How to add evaluation method attribute to the assessment instance form

which dictionary shall we use to populate assessment fields am pasting screen shot 

for the above i don't have evaluation method attribute. its a OOB function to add here and i have assigned only and all other are read only mode.?

Please help me on this so that evaluation method is edited and sent notifications?

Best,

Sri

[Anushree3 · Accepted solution]

Irrespective of making all mentioned changes, this doesn't work on my clients New York instance, I tried on my Paris PDI it worked fine.

[Community Alums]

Any reason why? Can you check the XML and check what is their evaluation method value? This should work on all versions