UI Action on form to create and assign a survey

[mmarinov007]

Hello. I have the following UI Action button - Task Assessment, that when clicked on the [idea] form table should create and assign a new survey. Within the UI Action I added the following triggerAssessment() function: 

function triggerAssessment() {

    // Call a GlideAjax Script Include to start the assessment

    var ga = new GlideAjax('TriggerAssessment');

    ga.addParam('sysparm_name', 'startAssessment');

    ga.addParam('sysparm_idea_sys_id', g_form.getUniqueValue());

    ga.getXMLAnswer(function(response) {

        if (response) {

            // Show a confirmation or open modal

            g_form.showFieldMsg('short_description', 'Assessment has been assigned. Please check the portal.', 'info');

        } else {

            g_form.showFieldMsg('short_description', 'Error assigning assessment.', 'error');

        }

    });

and the following Script Include:

var TriggerAssessment = Class.create();

TriggerAssessment.prototype = Object.extendsObject(AbstractAjaxProcessor, {

    startAssessment: function() {

        var ideaId = this.getParameter('sysparm_idea_sys_id');

        if (!ideaId) return false;

        var ideaGR = new GlideRecord('idea');

        if (!ideaGR.get(ideaId)) return false;

        // Create assessment instance

        var asmtUtils = new AssessmentUtils();

        var instanceId = asmtUtils.createAssessmentInstance('23f2df3ffb46ee10a70ef7937befdcaa', ideaGR.sys_id);

        return !!instanceId;

    }

});

I tried using the AssessmentUtils to create a new instance of the survey and yet for some reason it still doesn't work. Any ideas as to why this is happening?

[Abbas_5]

Hello @mmarinov007,

To create and assign a new survey when the "Task Assessment" UI Action button is clicked on the [idea] form table, you'll need to implement a server-side script within the UI Action. This script will leverage the AssessmentCreation API to create the survey and then assign it to a user. 

Here's a breakdown of the process and a sample script:

1. UI Action Setup 

• Table: idea
• Action name: A unique name for the UI Action (e.g., create_assessment_on_idea)
• Form button: Check this box to display the action as a button on the form.
• Client: Uncheck this box, as the core logic will be server-side.
• On click: You can optionally add a client-side function here to provide a confirmation message or handle other client-side logic before submitting the server-side script.
• Script: This is where the server-side logic will reside. 

2. Server-Side Script:

(function executeUACode(current, g_scratchpad, baseElement) {
    try {
      // 1. Define the assessment type (replace with your actual assessment type sys_id)
      var assessmentTypeSysId = 'your_assessment_type_sys_id'; // Replace with the actual sys_id of the assessment type

      // 2. Get the user to assign the assessment to (e.g., current user, a specific user, etc.)
      var assignee = gs.getUserID(); // Or gs.getUser().getID() or any other user's sys_id

      // 3. Create the assessment using the AssessmentCreation API
      var assessmentCreation = new sn_assessment_core.AssessmentCreation();
      assessmentCreation.setUser(assignee);
      assessmentCreation.conditionTrigger(current, assessmentTypeSysId);

      // 4. Optionally, handle success or failure
      gs.addInfoMessage('Assessment created and assigned to: ' + gs.getUserDisplayName());
    } catch (err) {
      gs.addErrorMessage('Error creating assessment: ' + err);
    }
})(current, g_scratchpad, baseElement);

If this is helpful, please mark it as helpful and accept the correct solution by referring to this solution in future, it will be helpful to them.

Thanks & Regards,

Abbas Shaik

[mmarinov007]

If we had to make it client callable how would it work? Here is the UI Action implementation: 

function onClick() {

  var ga = new GlideAjax('CreateSurveyInstance');

  ga.addParam('sysparm_name', 'createSurvey');

  ga.addParam('sysparm_target_id', g_form.getUniqueValue());

  ga.getXML(function(response) {

    var answer = response.responseXML.documentElement.getAttribute("answer");

    if (answer) {

      setTimeout(function() {

        location.href = answer;

      }, 200);

    } else {

      alert('Survey could not be created.');

    }

  });

}

I created a trigger condition and then applied it to the script include in the following way: 

var CreateSurveyInstance = Class.create();

CreateSurveyInstance.prototype = Object.extendsObject(AbstractAjaxProcessor, {

  createSurvey: function() {

    var metricTypeSysId = '23f2df3ffb46ee10a70ef7937befdcaa';

    var targetId = this.getParameter('sysparm_target_id');

    var ideaGR = new GlideRecord('idea');

    if (!ideaGR.get(targetId)) {

      return '';

    }

    var submitter = ideaGR.getValue('submitter');

    if (!submitter) {

      return '';

    }

    var assessmentCreation = new sn_assessment_core.AssessmentCreation();

    assessmentCreation.setUser(submitter);

    var instanceId = assessmentCreation.conditionTrigger(ideaGR, metricTypeSysId);

    if (!instanceId) {

      return '';

    }

    return '/asmt_assessment_instance.do?sys_id=' + instanceId;

  }

});

When a user clicks on the Task Assessment button it doesn't load the survey, but it creates a new instance in the asmt_assessment_instance. Where do you think is the problem?

[Ankur Bawiskar]

@mmarinov007 

is glideajax working?

what debugging did you do?

If my response helped please mark it correct and close the thread so that it benefits future readers.