Teamspace Demand - disable assessments without skipping Screening

PaulaaO
Mega Sage

4 hours ago

Hi Community,

 

Looking for some advice on the following use case: we have a team using one of the Teamspaces and they don't want to use the assessment functionality for Demand, hence not having questionnaires being sent out.

 

They also don't want to skip Screening because for each stage they have a handful of Demand Tasks which require actioning - this means I cannot unselect "Assessment Required".

 

I know that by not having Stakeholders mentioned in the Related list, no questionnaires will go out however I don't want to rely just on that. 

 

I am looking for a solution which will meet both these conditions: no questionnaires to be sent out/ no assessments to be generated whilst Assessment Required is = TRUE so I can maintain Screening stage in place.

 

Thank you.

 

Paula

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2 REPLIES 2

M Iftikhar
Mega Sage

2 hours ago - last edited 2 hours ago

Hi Paula,

This is a common scenario. The best way to achieve this without customizations is to use the OOB trigger condition feature in the Assessment workflow.

Here’s what you can do:

  • Keep Assessment Required = True to preserve the Screening stage and its Demand Tasks.

  • In the Trigger Condition field (often found in the assessment or questionnaire setup), enter a script that always returns false, for example:

    javascript
    false

  • This ensures that even though assessments are technically "required," the trigger condition is never met, so no assessments or questionnaires are actually generated or sent.

This method is upgrade-safe and doesn’t rely on workarounds like omitting stakeholders.

Hope this helps!

 

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

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PaulaaO
Mega Sage
In response to M Iftikhar

2m ago

Thank you, but I could not find a dedicated workflow for this, besides some Script Includes and Business Rules which trigger the creation of Assessments. Would you care sharing the components if found?

 

Meanwhile I explored the following options which seem to work:

a. Amended the OOTB BR "Create OnDemand Assessment" to check the table; added the below right at the beginning

    if (current.sys_class_name == "tspX_demand") {
        gs.info("Skipping OnDemand Assessment for TeamspaceX demand " + current.number);
        return; 
    }

b. Amended the Assessment Metric Type for Demand where I added another condition that Number does not contain TXDMND so these records would not get assessed. From the Docs Metric types and assessable records it seems this being the starting point

 

I really wanted to avoid messing with OOTB behaviour too much so I went with option 2 in the end, but if any other solutions come to mind, please feel free to share.

 

Thanks 🙂

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