Trigger Assessment instance when a Catalog item is submitted

[Alina-Maria_S]

Hello,

We have created a Catalog item where will be selected the users that will receive an assessment instance once the item is submitted - and the users selected on the item will be populated after submit in the Additional assignee list field from RITM level. We have configured the Assessment Metric Type with Evaluation method = Assessment at RITM level, and set the Condition to be that specific item + active to be true and the Assessors to be the Additional assignee list - but the Assessment instance is not created after RITM creation.

We have tried also with the Trigger conditions, but also in this case doesn't seem to work.

Do you know if is possible to trigger the creation of assessment instance automatically once a catalog item is submitted?

Thank you,

Alina

[Ankur Bawiskar]

@Alina-Maria_S 

why not use flow action with script and then include that in your main flow associated to that catalog item?

you can use API to trigger assessment via script

createAssessments (String typeID, String sourceRecordID, String userID) 

share your config screenshots for trigger condition for that Assessment

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Tanushree Maiti]

Hi @Alina-Maria_S 

refer these links: 

KB0780782 How to quickly setup a Survey, and how users get the notifcation 

Fill assessment instance from catalog item variables 

[Alina-Maria_S · Accepted solution]

Hello,

As I wanted to trigger the Assessments for specific users (and the records that should be assessed are Users) - I managed to trigger the assessments automatically  by doing the following:

• On Assessment Metric Type as Conditions I defined the Users table and set the filters as: Active is True and additional filtering only for the user types that will be assessed
• I created a Trigger Condition on sc_req_item table, on User field I have set the field to which the assessment should be assigned and on Assessable Record Field I have set the field from RITM which holds the user that will be assessed. As conditions on the trigger I have set that Item should be a specific item that we build for this assessment purpose and State to change to Work in Progress

Hope this helps others too!