Configure an automatic response for a question

Set up automatic responses for assessment questions using either static responses or script-based responses based on specific conditions. You can configure default responses for text, drop-down list, radio button, check box, date, code and number question types. This feature helps save assessors time and effort by reducing the number of questions that require answers.

Before you begin

The Advanced Response Automation for Smart assessment plugin (com.sn_smart_resp_auto) must be installed.

Note:

If you have the assessment admin or template manager role, you can configure a default or conditional default response for a question. To create scripts, you need the developer role in addition to the assessment admin or template manager role.

Role required:

• To configure default or conditional responses: sn_smart_asmt.assessment_admin or sn_smart_asmt.template_manager
• To create scripted responses: one of the earlier roles plus sn_smart_asmt.developer

Procedure

1. Navigate to Workspaces > Assessment Workspace to access the Assessment Workspace landing page.
2. Create an assessment template or open an existing assessment template that is in the Draft state.
   For more information on creating a template, see Create an assessment template.
3. Select a question for which you want to configure an automatic response.
4. Select the Configuration options and then select Automated response.
5. In the Default response is field of the Automated response pop-up window, select a default response for the question based on the question type or create a script.
   1. Optional: Create a script for a dynamic response by selecting the script icon .
   2. Update the result.value = <null> with the required input.
      In the script, result.value holds the response. The input in result.value must match the corresponding question type. For example, a text-type question should have a string value and while a number-type question should have an integer value.
6. Optional: Set up a condition by selecting Add If-then condition.
7. Select + New condition set under If condition to set the condition.
   • Add details to If and Then conditions using the condition builder. For more information, refer to Condition builder.
   • You can set up multiple conditions within a single If condition by selecting + New condition set. Within a single condition row, you can combine multiple conditions using and or or logical operators.
8. Optional: Set up one or more subsequent if-then conditions by selecting Add If-then condition.
   • Add details to Otherwise if and Then conditions using the condition builder. For more information, refer to Condition builder.
   • The first condition that meets the criteria triggers the default response. Priority is determined by the order of the conditions. For instance, if you have three conditions and the first one is true, the system doesn't check the remaining two.
9. Optional: In the Default response is field in the If nothing matches section, set the default response for situations where none of the condition sets meet the set criteria.
   
10. Optional: Create a script for a dynamic response by selecting the script icon .
11. Update the result.value field with the required input.
    In the script, result.value holds the response. The input in result.value must match the corresponding question type. For example, a text-type question should have a string value and while a number-type question should have an integer value.
12. Optional: Under Additional options, select the Set response as editable option.
    • When enabled the assessor can edit the automated response. Automation conditions are evaluated when the assessment is created and re-evaluated when dependent questions change. If the assessor manually modifies the response, their entry is preserved and the automated value no longer overwrites it.
    • When disabled the response is set to read-only. Automation conditions are evaluated when the assessment is created and re-evaluated every time a dependent question changes. The re-evaluated automated value always overwrites the current response.
    • For a question to be marked as required, the Set response as editable option must be selected. If Set response as editable is cleared, the Required option is automatically turned off.
13. Select Save.