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Smart assessment engine action category

zineberrada
Tera Contributor

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!

1 ACCEPTED SOLUTION

LucL
Tera Expert

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,

View solution in original post

10 REPLIES 10

LucL
Tera Expert

Sorry no idea 

but if you open a action for update a record in a flow, you could see all the table you could access.

Have a look on all the table starting with sn_smart_*

you need to find a table with the field you need and I did not have any idea witch table coudl help you.

good luck

zineberrada
Tera Contributor

I built a subflow that uses the Look Up Record action across several tables. However, it should use Look Up Records to retrieve all attestation instances, compute the score, and then update the custom field on the Control record. Before doing that, the flow must verify that the Control is in the Review state to not update the field every time an assessment is done.

 

zineberrada_0-1758892562607.png

 

LucL
Tera Expert

I just got an idea 

Did you try to use a subflow to get the value and bring it back in the flow with a variable 

In the main flow you call the subflow to extract the value from the right table and bring back the variable to the flow.

 

Regard

zineberrada
Tera Contributor

Which flow are you referring to? I’m only using a subflow that I call from a post-assessment action set. In that action set I populate the subflow inputs: control_sys_id gets the Control data pill, and custom_status should get the response for Q1. However, it doesn’t work—the Q1 pill is always greyed out no matter what data type I set for the input

 

zineberrada_0-1758893101427.png

 

LucL
Tera Expert

I'm stuck with somthing like this on my side, I open a ticket in august and i still exchange mail with support.

try to open a ticket that's all the help I can give a this point.

 

Sorry !!