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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

zineberrada
Tera Contributor

Thank you LucL, i'll try to open a support ticket too.

 

Regards,

Zineb