How legacy metric types are migrated to sections in templates

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of How legacy metric types are migrated to sections in templates

    This documentation explains how legacy metric types are migrated into sections within assessment templates in the Smart Assessment Engine application for the Zurich release. The migration involves mapping existing metric types, categories, metrics, fields, and definitions from legacy structures to the new template and assessment tables.

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    Metric Types and Categories Migration

    • Metric Types: Legacy metric types are mapped to fields in the Assessment Template and Context Item tables, such as Name, Description, and Table fields.
    • Metric Categories: These are migrated to the Section table with mappings for Name, Description, and Order fields, enabling structured categorization in templates.

    Metrics Migration

    Legacy metrics are converted into records in the Question table of assessment templates with detailed field mappings:

    • Enable justification: Mapped to “Enable justification” field.
    • Data type: Determines the question type reference; initially set to “Text” for all questions, with “Numeric-scale” metrics assigned a horizontal response layout.
    • Guidance statement, label, mandatory flag, min/max values, and order: All mapped appropriately to support question behavior and presentation.

    Question Types Mapping

    Legacy metric types convert to specific question types in assessment templates:

    • Attachment → Attachment
    • Choice → Drop-down list
    • Date → Date/Time
    • Likert scale → Radio button
    • Multiple selection → Check box
    • Numeric scale → Radio button
    • Reference → Reference
    • Yes/No → Radio button

    Field and Metric Definition Migration

    • Fields: Reference and condition fields from legacy tables are mapped to appropriate fields in the Question table.
    • Metric definitions: Mapped to the Choice table with display text and order fields to maintain sequence and label consistency.

    Assessment Metric Templates and Definitions Migration

    • Only assessment templates with the “Allow image” field set to false are migrated; no field mapping occurs here.
    • Metrics with a template data type are migrated as Radio button questions if “Allow image” is false at the template level.
    • Assessment template definitions are mapped to the Choice table, preserving their display text and order based on the original template definition sequence.

    Practical Impact for ServiceNow Customers

    This migration approach ensures that legacy metric data is accurately and systematically transformed into the new Smart Assessment Engine structure, preserving the integrity and functionality of assessment templates. Customers can expect their legacy assessments to migrate with consistent mappings for categories, questions, and definitions, supporting seamless continuity and enhanced template management.

    Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application.

    How metric types are mapped

    This tables shows the mapping used to move the existing metric types to the section in the assessment templates.

    Table 1. Metric types for assessment type
    Existing metric type Mapped to
    Name (Translated text) (Max length 255) Name (Translated text) field in the Assessment Template table.
    Description (Translated text) (Max length 1000) Description (Translated html) field in the Assessment Template table.
    Table (Table Name) Table (Table Name) field in the Context Item table.

    How metric categories are mapped

    This tables shows the mapping used to move the existing metric categories to the section table in the assessment templates.

    Table 2. Metric categories are mapped to the Section table
    Existing metric type Mapped to the Section table
    Name (Translated text) (Max length 255) Name (Translated text) field.
    Description (Translated text) (Max length 1000) Description (Translated text) field.
    Order (Integer) Order (Order Index) field.

    How metrics are mapped

    This tables shows the mapping used to move the existing metrics to the question table in the assessment templates.

    Table 3. Metrics are mapped to the Question table
    Existing metric type Mapped to the Question table
    Allow additional information (True/False) Enable justification (True/False) field.
    Data type (String) (Max length 40) Based on the Data type field value, the appropriate question type reference is added to the Question table. Data type is string.
    Details (Translated html) (Max length 8000) Guidance statement (Translated html) field.
    Question (Translated text) (Max length 512) Label (Translated text) field.
    Mandatory (True/False) Is mandatory (True/False) field
    Max (Integer) Max number (Decimal) field
    Min (Integer) Minimum number (Decimal) field
    Order (Integer) Order (Order index)

    How metric types are migrated to question types

    After migration, all Question records are set as data type Text.

    After migration, all Question records whose source metric is template/Numeric-scale are set with a response layout of Horizontal.

    This tables shows the mapping used to move the existing metric types to the question types in the assessment templates.

    Table 4. Metric type mappings
    Existing metric type Mapped to
    Attachment Attachment
    Choice Drop-down list
    Date Date
    Date/Time Date/Time
    Likert scale Radio button
    Multiple selection Check box
    Numeric scale Radio button
    Reference Reference
    Yes/No Radio button

    How fields are mapped

    This tables shows the mapping used to move the existing fields to the question table in the assessment templates.

    Table 5. Fields are mapped to the Question table
    Field in the existing table Mapped to the Question table
    Reference table Table field.
    Condition Filter condition field.

    How metric definitions are mapped

    This tables shows the mapping used to move the existing metric definitions to the choice table in the assessment templates.

    Table 6. Metric definitions are mapped to the Choice table
    Metric definition in the existing table Mapped to the Choice table
    Display Text label field in the Choice table
    Order Integer data type is mapped to the Order field in the Choice table that is based on the same ascending sequence of the template-definition records in the Value field that is associated with a particular template.

    How assessment metric templates are mapped

    Only templates where the Allow image field is set to false are migrated. No field mapping is done for this table.

    Metrics whose data type is template are migrated as questions of the type Radio button if the Allow image field is set to false at the template level.

    How assessment template definitions are mapped

    This tables shows the mapping used to move the existing template definitions to the choice table in the assessment templates.

    Table 7. Assessment template definitions are mapped to the Choice table
    Assessment template definition in the existing table Mapped to the Choice table
    Display Text label field.
    Value Integer data type is mapped to the Order field in the Choice table, based on the same ascending sequence of the template-definition records in the Value field that is associated with a particular template.