---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure automations in a Smart Assessment template

# Configure automations in a Smart Assessment template {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up automations that run predefined actions when an assessment template is published, using conditional or standalone action sets.

## Before you begin

Role required: admin

## About this task

You can configure conditional action sets that use if-then logic based on assessment responses, or create standalone action sets that run unconditionally.

## Procedure

1. Navigate to WorkspacesAssessment Workspace.
2. From the Assessment templates list, select the published template.
3. On the Assessment Workspace page, select New template.  
   The Assessment Workspace page opens, where you can specify the template details.
4. On the Automations tab, select Create automation.
5. Enter the automation name and provide context.
6. Select Create.
7. Select Add conditional action set to define a group of conditions and actions.  
   * Select Set condition in the If section, and select New condition set.
   * In the Set conditions dialog box, define the evaluation criteria:

     Select field
     :   Field to evaluate. To access assessment question responses, navigate to Response basedSection, or select a standard case field.

     Select operator
     :   Comparison operator to apply to the selected field.

     Enter value
     :   Value to compare against the selected field.
   * Use and or or to add more conditions.
   * Select Save to apply the conditions.
   * In the Then section, select Set action and configure the action to execute when conditions are met.
   * Select + Set another action to add multiple actions that execute sequentially.
   * Configure the If nothing matches behavior to define fallback actions when no conditions are met.
   {#configure-automations-in-assessment-template__ul_rby_4r5_g3c}
8. Select Add standalone action set to execute actions unconditionally.  
   * In the Then section, select Set action and configure the action to execute.
   * In the Set actions dialog box, select the Action type and the Workplace case details.
   * Select + Set another action to add multiple actions that execute sequentially.
   {#configure-automations-in-assessment-template__ul_cvk_32x_h3c}
9. Select Activate to enable the automation.
{#configure-automations-in-assessment-template__steps_l2b_kgx_h3c}

## Result

The automation is active and runs the configured actions when the assessment template is published. Conditional action sets evaluate specified criteria before executing actions, while standalone action sets execute
unconditionally.  
Note:  
* To edit an automation, select the automation, select ![](), and then select Edit details.
* To delete an automation, select the automation, select ![](), and then select Delete automation.
{#configure-automations-in-assessment-template__ul_ubt_vgx_h3c}

*[\>]: and then