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Create approval record from Smart assessment engine

rajeeshraj
Tera Guru

Can approvals be triggered from the smart assessment engine? If so, how can I configure them?

 

Thanks

1 ACCEPTED SOLUTION

@rajeeshraj sorry for the delay responding. Generally you wouldnt, you would have a task that sits above the smart assessment. When the smart assessment is completed, it can then move the related tasks to the pending approval state, and you all the OOTB approval capabilities. If the approval is rejected it can automatically move the task back in the workflow and create a new smart assessment and assign it to the assessor ready to retake. Additionally you can also copy across the  values to save time for the assessor.

 

You should uses the assessment scope table and assessment to assessment scope table to capture the relationship to the task.

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7 REPLIES 7

Connor Levien
ServiceNow Employee
ServiceNow Employee

@rajeeshraj depending on what the smart assessment is connected to you can trigger approval off of that. For example if the smart assessment is connected to a task when the smart assessment is completed you can trigger an approval.

 

Smart Assessment Automation can also be used to trigger flows and other logic when an assessment is completed depending on questions. Smart assessments are like any other record in servicenow and you can trigger flows off of them when assessments are completed. I would suggest looking at the OOTB attestation flow as an example of how its configured.

Can i trigger approval for the Smart Assessment itself? example i am trigger an an assessment (created using SAE), after all questions are answered an approval is required, and if the approver rejects the assessment must return to the assessor for retake.

@rajeeshraj sorry for the delay responding. Generally you wouldnt, you would have a task that sits above the smart assessment. When the smart assessment is completed, it can then move the related tasks to the pending approval state, and you all the OOTB approval capabilities. If the approval is rejected it can automatically move the task back in the workflow and create a new smart assessment and assign it to the assessor ready to retake. Additionally you can also copy across the  values to save time for the assessor.

 

You should uses the assessment scope table and assessment to assessment scope table to capture the relationship to the task.