Issues triggering Coaching Assessment from Survey

[Kenny Mitchell]

Hello,

Attempting to spin up the Coaching Module, and our first effort will be based on Surveys taken by the L2 team.

Example: When the Survey Taker answers "No" on a particular Choice question, we are expecting it to create a Coaching Assessment. 

__________________________

Survey Question Configuration:

Example of Answered Surveys:

Example of Coaching Opportunity:

___________________________

The Assessments are not being created when the Survey is completed with "No" selected as the answer for the specified question. 

Attempted to use Metric.Assessment Metric Fields.Name >> is >> Helpdesk Agent Troubleshooting

Attempted to use Actual Value >> is >> 3 based on the second screenshot, but the same issue persists.

The Trainee is a confirmed member of the Trainee group.

The "Instance.Task.Opened By" and "Instance.Task.Assigned To" are the expected people when viewing the report (in the second screenshot, but I have removed the fields to obscure names).

--

I can confirm Coaching Assessments generate when I use other tables/criteria (e.g. Incident Table when Close Code is something in particular), but cannot get it to generate off of the Metric Result table.

Cannot figure out what I am missing here. Surely something simple and easy.

Thanks in advance,

Kenny

[Kenny Mitchell · Accepted solution]

So I did find this: https://docs.servicenow.com/bundle/quebec-it-service-management/page/product/coaching/reference/coaching-reference.html

Which seems to be the key to resolving my issue. 

I created a new Business Rule for the Metric Result [asmt_metric_result] table, copying the same information that is in the OOB "Coaching Opportunity creator for Task" rule. But it still does not seem to be generating. 

Will continue to research this avenue.

[Kenny Mitchell]

Was able to resolve by entering the script exactly as it appears in the document. Not sure why the script in the Task version is different... but it is working now.