Smart assessment engine action category

[zineberrada]

Hello,

I created a custom choice field on the sn_compliance_control table to capture the result of an assessment.
In my assessment, I only have one question with 6 radio button choices, and each choice should map directly to the values of this custom field.

I’d like to use Automation and action set to update the field on the Control record once the assessment is submitted. However, I can’t figure out how to configure the Action Category (or link it properly) so that this update happens automatically.

Has anyone implemented something similar or could guide me on how to set up the mapping?

Thanks in advance!

[LucL · Accepted solution]

Hello,

You have to link your action set to a Flow or a Sub flow with the right action.

You have to validate if the module you use already have a flow or a sub flow action, if not you need to create a new one.

Bonne chance,

[zineberrada]

Thank you LucL it worked, I appreciate your help.

I have an another issue, I can’t populate a custom_status field (a String on my control). I want to pull the value from Response based → Q1, but that option is greyed out. I also tried adding a subflow input for custom_status as a Reference to the sn_smart_asmt_question_instance table, then reading selected_response_options to update the control’s custom_status, but it didn’t work.

Any guidance on how to correctly fetch the selected response for Q1 and map it into the custom_status string on sn_compliance_control would be appreciated.

[LucL]

With Smart Assessment they already have a flow to copy answer from SAE to other module.

Did you try to use this action from smart assessment, it could help you.

[zineberrada]

I want to copy the assessment responses into a custom field on the Control record, but this OOTB action only supports copying responses from one assessment instance to another .