Email Notifications for Demand Assessment Stakeholders

[Tom94]

Hi,

Currently OOTB, Assessments are open to Stakeholders once the "Assessment Required" checkbox has been checked and the Demand moves to the "Screening" stage. Stakeholders are not notified via email the Assessments are available meaning they would have to check their "Assessments and Survey's" multiple times daily to check to see if they were available. I've never setup an email notification previously but looked at the form to achieve and had some questions...

Use Case: When Assessments are sent to identified Demand Stakeholders, after "Assessment Required" checkbox checked and Demand stage changes to "Screening", and email should be sent to Stakeholders letting them know they have an Assessment waiting.

I tried filling out the top of the form with what I "thought" would ne needed. Not sure of Table, Send when, Conditions, Who will receive, What it will contain??

Thanks in advance, Tom

[Ashish Nahar]

If you are using Out of the Box Assessment, then only one thing you need to perform. Follow the link below.

https://(your instance name).service-now.com/nav_to.do?uri=asmt_metric_type.do?sys_id=0556fa9a8f12110040f82ab2f0f923f8%26sysparm_view=assessment

Or go the list view of the table below.

asmt_metric_type

In the form view click on configure form layout and add a field called "Send Notification" Set this to true and it shuld start sending the notification.

Out of the box email notification  "https://(your instance name).service-now.com/nav_to.do?uri=sysevent_email_action.do?sys_id=9df8615dd7220100c11180f29e610369%26sysparm_view=advanced"

Make the necessary changes and you should be good to go.

Note: Please mark the response helpful or correct based on the impact on the question.

[Omkar Kadoli]

Hi @Tom94 ,

I think you should go through below link,

https://www.servicenow.com/community/spm-forum/is-there-a-way-to-auto-send-stakeholders-assessments-...

Thanks,

Omkar