How to Copy Previous Assessment Answers by Default in the Smart Assessment Engine?
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7 hours ago
I’m working with the new Smart Assessment Engine in ServiceNow and looking to copy assessment responses if the same assessment template is sent for the same "assessed" record. In the previous Assessment Engine, there was a simple checkbox that allowed us to copy answers from previous assessments by default. This feature was extremely useful for our recurring evaluations and saved our users a lot of time.
However, I haven’t been able to find a similar option in the Smart Assessment Engine. Is there an equivalent way to pre-populate answers with previous responses, or a recommended approach to replicate this functionality? Any best practices or configuration tips would be appreciated!
Thanks!
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2 hours ago
Hi @EdanR ,
ServiceNow provides a Workflow Studio action called “Copy smart assessment responses”, which allows you to reuse answers from a previous assessment instance.
How it works:
- You need to use Flow Designer or have System Admin privileges.
- The action requires:
- Source Assessment: The previous assessment instance you want to copy responses from.
- Target Assessment: The new assessment instance where responses should be copied.
- Both assessments must be based on the same template, and the target assessment must be in an Open state.
- Once configured, the responses from the source assessment are automatically available in the new one.
Best Practices:
- Use this feature in recurring evaluations where templates remain consistent.
- Consider adding this action to a subflow that triggers when a new assessment is created for the same record.
- Ensure proper error handling in the flow in case the source assessment is missing or incomplete.
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Regards,
Pratik
