Configure the Trigger Smart Assessment Flow action

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the Trigger Smart Assessment flow action to initiate the Smart Assessment Engine assessments and send them to the specified assessors. You then add the action to your flow.

    Before you begin

    Role required: flow_designer

    About this task

    The flow includes both a trigger condition and the Trigger Smart Assessment flow action.

    An example trigger condition might be that the state in the control table changes to Attest.

    Procedure

    1. Navigate to All > Process Automation > Workflow Studio.
    2. On the Action tab, select Trigger Smart Assessment.
    3. Fill in the Trigger Smart Assessment action form to design the action.
      The settings on the form are described in Trigger Smart Assessment action form.
    4. Test the action as described in Building flows.
      For descriptions of all these settings, see Settings in the Test action pop-up window.
    5. Select Save.
      Note:
      After you save the configuration, select Activate to trigger the assessment.

    Result

    Assessments are triggered.