Trigger Smart Assessment action form

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Trigger Smart Assessment action form

    The Trigger Smart Assessment action form in ServiceNow's Smart Assessment Engine enables you to add assessment actions to a flow or generate a code snippet for scripting purposes. This facilitates the initiation of assessments based on predefined templates and settings, helping automate and streamline the assessment process within your organization.

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    Key Features

    • Assessment Template: Select the Smart Assessment template that defines the assessment criteria and structure.
    • Assessors: Specify users responsible for responding to or delegating the assessment. Each assessor receives a unique assessment instance and must have the Assessment actor role.
    • Collaborative Assessment: Supports assessments with multiple contributors when the 'Collaboration features for Smart Assessment' plugin is installed. Requires a designated primary assessor as the assessment owner.
    • Requester: Defines the user contact for assessor queries, with contact information included in the generated assessment.
    • Due Date and Duration: Set explicit due dates or durations to control when assessments are expected to be completed. These override template defaults.
    • Duplicate Handling: Choose how to manage duplicate assessments when an open assessment with the same template and scope exists. Options include preventing duplicates, allowing duplicates, or cancelling existing assessments when creating new ones.
    • Assessment Group: Associate assessments with an existing open group or allow the system to create a new group. The group must contain assessments linked to the same template and be open to accept new assessments.
    • Scope: Define the specific table records to be assessed, ensuring the scope aligns with the context items configured in the selected template. Multiple scope items can be added but not multiple from the same table.

    Practical Use for ServiceNow Customers

    By using the Trigger Smart Assessment action form, you can automate the launching of assessments in workflows, ensuring timely and accurate assessment assignments. It supports collaborative workflows, clear ownership, and flexible due date management. Handling duplicates efficiently prevents redundant work, and grouping assessments maintains organized records. Defining precise scope items ensures assessments target the correct records, enhancing relevance and compliance tracking.

    Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.

    Trigger Smart assessment action form

    Table 1. Trigger Smart assessment action form
    Field Description
    Assessment template Smart assessment template record to use to generate the assessment.
    Assessors

    Persons who are notified of the assessment and typically respond to the assessment or assign it to another user. One assessment instance is assigned to each assessor.

    Assessors have the Assessment actor [sn_smart_asmt.actor] role. See Roles in Smart Assessment Engine.
    Collaborative assessment Assessment which can have multiple contributors.
    Note:
    The 'Collaboration features for Smart Assessment' plugin must be installed for this to work.
    Primary assessor (Required for collaborative) Assessment owner for the collaborative assessment.
    Requester

    User that is the contact for questions from the assessor. Each generated assessment includes the contact information.
    Due date

    Due date that appears in the assessment.

    This setting overrides the Duration setting and the Duration setting in the template.
    Duration

    Time period that is used to calculate the due date of the assessment, starting from when the assessment is triggered.

    This setting overrides the Duration setting in the template.
    Duplicate handling
    Action to take when a duplicate assessment exists.
    Note:
    An assessment is considered as a duplicate if there’s another open assessment with the same template, scope items, group, or assessors.
    • Do not create duplicate assessments
    • Create duplicate assessments
    • Create new and cancel existing assessments Create an assessment to change the state of the existing assessment to Cancelled.
    Assessment group
    Assessment group that the generated assessments are associated with.
    Note:
    The assessment group that you select should be in an open state and contain the assessments that are linked to the same assessment template as the one you are using.
    If you select an assessment group, the system checks whether the group is open or closed:
    • Open: The system first validates that the existing group contains at least one assessment that is linked to the same assessment template. If so, then generated assessments are added to the existing group.
    • Closed: Assessments can’t be added to the existing group.
    Note:
    If you don't select an assessment group, all generated assessments are grouped under a newly created group.
    Scope

    List of all scope items that the generated assessments are applied to.

    Each scope item contains two keys: table and record.

    For each context item that is configured at the template level, a corresponding scope item must be set up. For example, if the context items for a template include tables such as Controls [sn_compliance_control] and Entity [sn_grc_profile], then at least two scope items should be configured in the scope: one with table: Entity [sn_grc_profile], record: [profile_record_id] and another with table: Controls [sn_compliance_control], record: [control_record_id].

    The table records to be assessed are also known as the assessment scope. You can add multiple scope items but not from the same table.