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10-25-2016 02:21 PM
Hello,
Is there a way when a Demand record moves to the Screening state, to automatically send the assessment to the Stakeholders? The wiki is indicating for one assessable record, I must go to the Assessments->Assessable Records and individually assign the assessment to each person. OR could this be accomplished with a Scheduled Job and a filter?
Please and thank you in advance!
Laurie
Solved! Go to Solution.
10-27-2016 02:08 PM
I figured it out! I had to define the filter for the Metric Category!
Assessments->Types->Demand
Click on each of the Metric Categories on the Metric Categories tab.
Add a Filter to each Metric Category.
Then, when you move a Demand record from Submit to Screen, it will generate the assessment. It does NOT generate an email notification that an assessment is ready. You need to create that functionality.
Thanks all!
Laurie
10-25-2016 11:04 PM
Hi Laurie
When demand moves to Screeing state, it auto send assessments for stakeholders attached to demand and having assessment recipient set to true.
Here is the link on adding stakeholders to demand: Enhance demands
Regards
Akanksha
10-26-2016 07:59 AM
Hi Akanksha,
I stakeholders attached to demand, and assessment recipient set to true, but the assessment does not send when state is changed from Submitted to Screening.
Business rule "Create OnDemand Assessment" is active.
Stakeholders all have email addresses.
Assessment Metric Categories are set up and Type = Demand
I think the issue has something to do with "Assessable Records", but I'm having difficulty figuring out how to set that up correctly. I am able to go to Assessments->Metric Definition->Types and click Generate Assessable Records, but then they still don't send emails? I am confused how/when to get the Assessable Records attached to the Demand.
Thanks,
Laurie
10-25-2016 11:41 PM
This logic can be seen in Business Rule "Create OnDemand Assessment"
sys_script.do?sys_id=f2b2c2108f31110040f82ab2f0f92360
Triggers when Demand goes from 'Submitted' to 'Screening'
10-26-2016 08:00 AM
Paul - please see my response to Akanksha. Any help is greatly appreciated!
Laurie