Trigger Smart Assessment action form

Release version: Australia

Updated March 12, 2026

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Summary of Trigger Smart Assessment action form

The Trigger Smart Assessment action form in ServiceNow enables you to add assessment actions to a flow or generate a script code snippet for triggering Smart Assessment Engine assessments. This functionality helps automate and streamline the initiation of assessments within your processes.

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Key Features

Assessment template: Select the Smart assessment template to generate the assessment based on predefined criteria.
Assessors: Define the users notified to respond to or delegate the assessment. Each assessor receives an individual assessment instance and must have the Assessment actor [snsmartasmt.actor] role.
Collaborative assessment: Support for assessments with multiple contributors, requiring the 'Collaboration features for Smart Assessment' plugin and specifying a primary assessor as the assessment owner.
Requester: Specify a contact person for assessors to direct questions to. This contact information is included in each generated assessment.
Due date and Duration: Customize the assessment due date directly or set a duration period that calculates the due date from the trigger time, overriding template defaults.
Duplicate handling: Define how to manage duplicate assessments (based on template, scope, group, or assessors), with options to prevent duplicates, create duplicates, or create new while cancelling existing ones.
Assessment group: Assign assessments to an existing open group linked to the same template or allow the system to create a new group. Closed groups cannot have assessments added.
Scope: Specify the list of scope items the assessments apply to, each including a table and record. This must match the context items configured in the assessment template. Multiple scope items can be added but not from the same table.

Practical Use for ServiceNow Customers

This action form allows you to precisely control how Smart Assessments are triggered within automated flows, including managing participants, deadlines, scope, and duplicate situations. It is essential for ensuring assessments are assigned correctly, tracked efficiently, and integrated smoothly with your existing ServiceNow workflows and compliance or governance processes.

Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.

Trigger Smart assessment action form

The following image shows the settings on the Test action pop-up window.

Displays the action input fields and test action button for triggering the smart assessment.

Table 1. Trigger Smart assessment action form
Field	Description
Assessment template	Smart assessment template record to use to generate the assessment.
Assessors	Persons who are notified of the assessment and typically respond to the assessment or assign it to another user. One assessment instance is assigned to each assessor. Assessors have the Assessment actor [sn_smart_asmt.actor] role. See Roles installed in Smart Assessment Engine.
Collaborative assessment	Assessment which can have multiple contributors. Note: The 'Collaboration features for Smart Assessment' plugin must be installed for this to work.
Primary assessor (Required for collaborative)	Assessment owner for the collaborative assessment.
Requester	User that is the contact for questions from the assessor. Each generated assessment includes the contact information.
Due date	Due date that appears in the assessment. This setting overrides the Duration setting and the Duration setting in the template.
Duration	Time period that is used to calculate the due date of the assessment, starting from when the assessment is triggered. This setting overrides the Duration setting in the template.
Duplicate handling	Action to take when a duplicate assessment exists. Note: An assessment is considered as a duplicate if there’s another open assessment with the same template, scope items, group, or assessors. Do not create duplicate assessments Create duplicate assessments Create new and cancel existing assessments Create an assessment to change the state of the existing assessment to Cancelled.
Assessment group	Assessment group that the generated assessments are associated with. Note: The assessment group that you select should be in an open state and contain the assessments that are linked to the same assessment template as the one you are using. If you select an assessment group, the system checks whether the group is open or closed: Open: The system first validates that the existing group contains at least one assessment that is linked to the same assessment template. If so, then generated assessments are added to the existing group. Closed: Assessments can’t be added to the existing group. Note: If you don't select an assessment group, all generated assessments are grouped under a newly created group.
Scope	List of all scope items that the generated assessments are applied to. Each scope item contains two keys: `table` and `record`. For each context item that is configured at the template level, a corresponding scope item must be set up. For example, if the context items for a template include tables such as Controls [sn_compliance_control] and Entity [sn_grc_profile], then at least two scope items should be configured in the scope: one with `table: Entity [sn_grc_profile], record: [profile_record_id]` and another with `table: Controls [sn_compliance_control], record: [control_record_id]`. The table records to be assessed are also known as the assessment scope. You can add multiple scope items but not from the same table.