Creating an assessment template from legacy assessment metric types

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Creating an Assessment Template from Legacy Assessment Metric Types

    The migration process allows you to create assessment templates from existing legacy metric types in the ServiceNow® Assessments and Surveys application. This enables automation, analysis, and reporting through the Smart Assessment Engine (SAE). The questions defined in legacy metrics will be preserved as question types in the new templates.

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    Key Features

    During migration, the following transformations occur:

    • Metric categories are converted into sections within the template.
    • Metrics become the actual questions in the template.
    • Definitions of metrics are transformed into response options.
    • The template retains the name of the original metric type and is categorized based on your specifications.

    However, not all metric types are supported for migration. Unsupported types include:

    • Custom
    • Duration
    • Image scale
    • Percentage
    • Rankings
    • Ratings

    Key Outcomes

    To successfully generate an assessment template, follow these steps:

    • Complete the form specifying the metric type and the assessment template category.
    • Initiate the migration process.
    • Validate and update the assessment template in the Assessment Workspace post-migration.
    • Publish the template to enable its use for assessments; it will initially be in a draft state.

    For detailed guidelines on the migration process, refer to the relevant documentation on migrating legacy metric types.

    You can use the assessment designs that you have already created by migrating the metric types to the Smart Assessment Engine assessment templates. You can leverage the existing assessment designs to support SAE assessment automation, analysis, and reporting.

    Overview of the migration process

    The sets of questions that are defined in the ServiceNow® Assessments and Surveys application are saved as metric types and are what you are migrating into SAE. When you migrate a legacy metric type to an SAE assessment template, the original metrics are saved as question types. For more information on which metric types are supported and how they are mapped to SAE, see How legacy metric types are migrated to sections in templates.

    The migration process does not support all metric types in the ServiceNow® Assessments and Surveys application. The following table lists the metric types that are not supported.
    Table 1. Metric types not supported for migration
    Metric Type Description
    Custom Metric type used to create a nonstandard question.
    Duration Metric type used to create a question related to the time duration. For example, a question about the planned duration or actual duration in an assessment.
    Image scale Metric type used to create a question where users select an image to use for scales.
    Percentage Metric type used to create a question where users enter a percentage.
    Rankings Metric type used to create a question where users select a different order number for each option to rank them.
    Ratings Metric type used to create a question where users can enter a rating.
    Note:
    Migrating metrics in a data-type template that enables the image flag to be selected aren't supported.

    Migration Process

    Generate an assessment template from an existing metric type by following this process:
    1. Fill in a form:
      • Specify which metric type to migrate.
      • Specify the assessment template category that you want the template to be associated with. An assessment template category specifies the group of users that can access the template.
    2. Start the migration process. The following activities then transform the metric type data into an SAE assessment template:
      • Metric categories become sections in the template.
      • Metrics become questions in the template.
      • Metric definitions become response options in the template.
      • The template is given the name of the original metric type.
      • The template is mapped to the template categories that you specified on the form.
      Note:
      The template definitions are migrated as response options if the metric data type is a template.

      For more information, see How legacy metric types are migrated to sections in templates.

    3. On the Assessment Workspace, validate the assessment template and update it as needed. After the template is published, you can use it to generate assessments.
      Note:
      The migrated assessment templates are in the draft state after migration. You must review and publish the template before you can use it for assessments.

    For more information about migrating the legacy metric types, see Migrate a legacy metric type to an assessment template.