Demand survey metric calculations ?

VedhR
Tera Contributor

‎06-03-2024 07:57 AM - edited ‎06-03-2024 07:58 AM

Hi All.

 

I have requirement where a survey need to trigger when demand is in Qualify stage.

 

As of now - survey is triggering, when demand changes from screening stage to Qualify stage, here a business rule (populate metric results) is running and calculating the metric values.

 

New requirement : Trigger another survey when Demand is in Qualify stage and calculate the metric results.

 

VedhR_0-1717426495976.png

and the condition in the script mentioned below.

 

VedhR_1-1717426571796.png

Screening = state -3 

Qualify = state = -4

 

how can we calculate metric results once again in qualify stage, please help!

#servicenow #SPM #innovation management #Demand management

Thank you.

 

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SasankaV
Mega Guru

‎06-11-2024 12:17 AM

 

Hi @VedhR, I think I faced a similar use case in my experience with Work4flow. Give the below steps a try:

  • Log in to your ServiceNow instance and navigate to the Business Rules module.

  • Create a new business rule for the Demand table.

  • Set the business rule to run when the Demand state changes to Qualify (state = -4).

  • In the business rule, add the condition to check if the Demand state is Qualify.

  • Add the actions to trigger the survey.

  • Include a script to recalculate the metric results. You can call the existing function or script that calculates the metrics.

  • Save the business rule and test it to ensure it triggers the survey and recalculates the metrics correctly.

Let me know if it doesn't work. I'll be happy to assist.

 

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