Can you trigger an assessment twice on the same record?

[TPigeon]

I want to build an assessment that will ask different questions on a demand as the state changes. I have 3 questions to ask when it is in "screening" and then 4 different questions when it goes to qualified. 

Will I have to build two triggers? How will the trigger know to use a specific  metric category and the associated questions?

I can say I only built one metric type called "Demand" 

But two metric categories. 

Thanks! 

[Muralidharan BS]

Yes you can trigger more than 1,

within in the survey you have this option which will trigger assessment twice. 

To trigger at multiple point, you can set the condition in trigger,

[Dhiren Aghera]

Hi TPigeon,

Based on my experience, this would be my recommendations -

1 - Demand Assessment can be triggered again, if you reset the Demand state to Draft. This will cancel all existing assessment and new assessment will be triggered based on trigger condition.

2 - As you are saying you are having two sets of questions, my recommendation would be to create two different assessments and set the trigger condition accordingly. So that the assessments will be triggered accordingly on screening and qualified states.

However be cautious that this will be customization and OOTB Demand workflow might not function as expected which is the Demand moves to qualified state automatically once all the assessments are completed.

Hoping this helps.

[TPigeon]

Yeah, I think we might need to rethink the questions. We were thinking to ask 3 simple questions to a committee to see if the demand should move forward with work, go get the business case details and then ask questions again with an eye for a score for prioritization. We might just need to do the assessments later in the flow to get a score.

Oddly enough the demands come to use missing a lot of critical data to make decisions on doing the work and priortization.

But your answer helped.

Thanks

Tamara

[Dhiren Aghera]

Hi TPigeon,

Glad to know that the response helped and yes this has been a common business problem of lack of sufficient data to prioritize the demands.

Please my response as helpful/correct so that others can benefit out of it.