When generating an On Demand assessable record, no categories are associated

kirkr
Tera Expert

We are building in an assessment for certain Requested Items and when those RITMs are created, an Assessible Record is being created.

find_real_file.png

However this does not automatically add any of the Metric Categories to this record automatically which prevents this from being assigned to a user

find_real_file.png

I am able to manually associate the Metric Categories to this and it works as expected. Is there a way to associate these automatically?

1 ACCEPTED SOLUTION

kirkr
Tera Expert

The reason this happened was because I expected that the Metric Category would generate for all Assessmets if you left the Filter to be empty for  the Metric Category

find_real_file.png

However in order for it to generate you must have it entered to match the records from the table, such as

find_real_file.png

View solution in original post

3 REPLIES 3

Thank you for the reply, but the Category related list in the screenshot above is the related list for Metric Categories.

For example, clicking Edit will allow you to associate the two Metric Categories in the First Review Assessment type

These two are the Metric Categories associated to the Assessment Metric Type

 

kirkr
Tera Expert

The reason this happened was because I expected that the Metric Category would generate for all Assessmets if you left the Filter to be empty for  the Metric Category

find_real_file.png

However in order for it to generate you must have it entered to match the records from the table, such as

find_real_file.png