How to generate Smart Assessments grouped by Control Owner in Flow Designer?

AjayS5617310796
Tera Contributor

3 weeks ago

I have a scheduled Flow in ServiceNow that generates Smart Assessments for control records.
Current setup:

  • Trigger: Scheduled
  • Lookup Records: Table = Control Table

Look Up records Filter:

  • state != retired (Retired value = retired)
  • Primary control owner (field = owner) is not empty

Flow Logic: For each control record → Generate Smart Assessment → Assessor = Control Owner

This works fine and creates one assessment per control record.

 

Help I am looking for: If a Control Owner has multiple controls (e.g., Owner 'A' has 6 controls), the system should generate only one Smart Assessment for that owner.

Question: Is there any way to group by Control Owner (or any Lookup Records field) in Flow Designer so that I can trigger one assessment per owner instead of per control?

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3 REPLIES 3

WasimM
Tera Contributor

2 weeks ago

@AjayS5617310796 We have a similar requirement. Have you found a way to setup auto grouping?

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AjayS5617310796
Tera Contributor
In response to WasimM

2 weeks ago

Hello  @WasimM -

ServiceNow doesn’t provide an out-of-the-box option to group assessments by assessor during generation. To address this, I created a custom action that filters control records based on unique control owners and generates smart assessments only for those controls. This approach ensures targeted assessments and avoids duplication.
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sarah_bioni
ServiceNow Employee

2 weeks ago

Hi @AjayS5617310796 ,

 

The most effective method is for the user to utilize the combine action within the workspace. 

 

Documentation: https://www.servicenow.com/docs/bundle/xanadu-governance-risk-compliance/page/product/assessment-eng...

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