Is there a way to auto-send stakeholders assessments for Demand?

[Laurie Marlowe1]

Hello,

Is there a way when a Demand record moves to the Screening state, to automatically send the assessment to the Stakeholders?   The wiki is indicating for one assessable record, I must go to the Assessments->Assessable Records and individually assign the assessment to each person.   OR could this be accomplished with a Scheduled Job and a filter?

Please and thank you in advance!

Laurie

[akankshaaggarwa]

Hi Laurie

When demand moves to Screeing state, it auto send assessments for   stakeholders attached to demand and having assessment recipient set to true.

Here is the link on adding stakeholders to demand: Enhance demands

Regards

Akanksha

[Laurie Marlowe1]

Hi Akanksha,

I stakeholders attached to demand, and assessment recipient set to true, but the assessment does not send when state is changed from Submitted to Screening.

Business rule "Create OnDemand Assessment" is active.

Stakeholders all have email addresses.

Assessment Metric Categories are set up and Type = Demand

I think the issue has something to do with "Assessable Records", but I'm having difficulty figuring out how to set that up correctly.   I am able to go to Assessments->Metric Definition->Types and click   Generate Assessable Records, but then they still don't send emails?   I am confused how/when to get the Assessable Records attached to the Demand.

Thanks,

Laurie

[The SN Nerd]

This logic can be seen in Business Rule "Create OnDemand Assessment"

sys_script.do?sys_id=f2b2c2108f31110040f82ab2f0f92360

Triggers when Demand goes from 'Submitted' to 'Screening'

[Laurie Marlowe1]

Paul - please see my response to Akanksha.   Any help is greatly appreciated!

Laurie