Configure post-assessment actions

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • The post-assessment actions feature in Smart Assessment Engine enables you to automate actions based on assessment responses. The template designers can predefine actions using a rule engine, such as updating fields, creating follow-up assessments, or generating other records.

    Before you begin

    • A subflow must be available and mapped to the assessment template category for which you want to configure post-assessment actions. For more information about how to create and build subflows, refer to Create a subflow in Workflow Studio and Building subflows.
    • To make actions available in post-assessment workflows, link the subflow to the appropriate template category. For more information, refer to Link subflow to template category.
    • The Reusable Impact Framework plugin (sn_impact_fwk) and Post Assessment Actions for Smart Assessments plugin (sn_smart_imp_auto) must be installed.

    Role required: sn_smart_asmt.assessment_admin or sn_smart_asmt.template_manager and sn_smart_imp_auto.automation_creator

    About this task

    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 for which you want to configure post-assessment actions.
      Post-assessment actions can only be set on a published assessment template and remains in the Draft state until manually activated. After activated, post-assessment actions can’t be moved back to the Draft state while the template remains published. They can only be deactivated.
    3. Select the Automations tab.
    4. Select Create Automation.
    5. Provide a unique name and a description for the automation.
    6. Add either a conditional action set or a standalone action set.
      OptionDescription
      Choose a conditional action set
      1. Select Add a conditional action set.
      2. Select If and then select +New condition set.
      3. Create the conditional action set using the condition builder. For more information, refer to Condition builder.
      4. Select Save.
      Note:
      You can select +New condition set to add multiple conditions.
      Choose a standalone action set Select Add a standalone action set.
    7. If the conditional action set is selected, to set condition select If.
    8. In the Set actions dialog box, fill in the fields as appropriate.
    9. If a standalone action set is selected, to set an action by selecting then.
    10. Select an option for the Action type list.
      Based on the selected action type, new fields appear requiring additional details.

      The options displayed in the Action type field are subflows linked to the chosen template's categories. For more information on automated actions, see Post-assessment automations.

      Note:
      Responses from dropdown, check box, radio, and attachment question types cannot be passed as action parameters because they are not supported.
    11. Select Activate.
    12. Acknowledge the I understand the automation will no longer be editable informational check box and then select Activate.
      The automation is now activated, and a confirmation message is displayed. When the assessor submits the assessment, the automation you set up is executed.