| \n\nTable\n\n | \n\nDescription: Assessments\n\n | \n\nDescription: Surveys\n\n |
|---|---|---|
| \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nStores all [assessable records](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_assessable-records.md).\n\n | \n\nFor system use only.\n\n |
| \n\nAssessment Category Result \\[asmt\\_category\\_result\\]\n\n | \n\nStores all [category results](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_SchedulePeriods.md).\n\n | \n\nFor system use only.\n\n |
| \n\nAssessment Category User \\[asmt\\_m2m\\_category\\_user\\]\n\n | \n\nStores associations between users and metric categories that they can evaluate. A user that is associated to a category is a [category user](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_CategoryUsersAndStakeholders.md).\n\n | \n\nStores associations between users and surveys. A user that is associated to a survey is a [survey user](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_SurveyUsersAndGroups.md) and is automatically associated to all the survey's categories.\n\n |
| \n\nAssessment Group \\[asmt\\_assessment\\]\n\n | \n\nStores all [assessment groups](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_CategoryResults.md).\n\n | \n\nFor system use only.\n\n |
| \n\nAssessment Instance \\[asmt\\_assessment\\_instance\\]\n\n | \n\nStores all [assessment instances](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_AssessmentInstances.md).\n\n | \n\nStores all [survey instances](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_ViewSurveyInstance.md).\n\n |
| \n\nAssessment Instance Question \\[asmt\\_assessment\\_instance\\_question\\]\n\n | \n\nStores all assessment instance questions, each of which represents one question on one assessment instance.\n\n | \n\nStores all survey instance questions, each of which represents one question on one survey instance.\n\n |
| \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nStores all [metrics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_AssessmentMetrics.md).\n\n | \n\nStores all survey questions.\n\n |
| \n\nAssessment Metric Definition \\[asmt\\_metric\\_definition\\]\n\n | \n\nStores all [metric definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_CreateAMetricDefinition.md).\n\n | \n\nStores all [answer options](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_CreateOrModifyAnswerOptions.md) for survey questions.\n\n |
| \n\nAssessment Metric Template \\[asmt\\_template\\]\n\n | \n\nStores all [metric templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_MetricTemplates.md).\n\n | \n\nStores all question templates.\n\n |
| \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nStores all [metric types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_AssessmentInstances.md).\n\n | \n\nStores all [survey definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_SurveyDefinitions.md).\n\n |
| \n\nAssessment Stakeholders \\[asmt\\_m2m\\_stakeholder\\]\n\n | \n\nStores associations between assessable records and category users. A category user that is associated to an assessable record is a [stakeholder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_MetricTypesAndAssessableRecords.md).\n\n | \n\nNot used for surveys.\n\n |
| \n\nAssessment Template Definition \\[asmt\\_template\\_definition\\]\n\n | \n\nStores all [metric template definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_MetricTemplates.md).\n\n | \n\nStores all question template definitions.\n\n |
| \n\nAssessment X Category Matrix \\[asmt\\_m2m\\_xcategory\\_matrix\\]\n\n | \n\nUsers can specify metric categories as the X axis of a [decision matrix](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_AdministerDecisionMatrixes.md).\n\n | \n\nNot used for surveys.\n\n |
| \n\nAssessment Y Category Matrix \\[asmt\\_m2m\\_ycategory\\_matrix\\]\n\n | \n\nUsers can specify metric categories as the Y axis of a decision matrix.\n\n | \n\nNot used for surveys.\n\n |
| \n\nBubble Chart \\[asmt\\_bubble\\_chart\\]\n\n | \n\nStores all [bubble chart](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_BubbleChartComponents.md) definitions.\n\n | \n\nNot used for surveys.\n\n |
| \n\nCategory Assessable Records \\[asmt\\_m2m\\_category\\_assessment\\]\n\n | \n\nStores associations between assessable records and metric categories.\n\n | \n\nFor system use only.\n\n |
| \n\nDecision Matrix \\[asmt\\_decision\\_matrix\\]\n\n | \n\nStores all [decision matrixes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_AdministerDecisionMatrixes.md).\n\n | \n\nNot used for surveys.\n\n |
| \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nStores all [metric categories](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_AssessmentMetrics.md).\n\n | \n\nStores all survey categories.\n\n |
| \n\nMetric Result \\[asmt\\_metric\\_result\\]\n\n | \n\nStores all [metric results](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_ViewAMetricResult.md).\n\n | \n\nStores all [survey responses](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_SurveyResults.md).\n\n |
| \n\nSignature \\[asmt\\_signature\\]\n\n | \n\nStores all [signature records](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_CreateAnAssessmentSignature.md) for assessments and \\[\\[Attestations\\|GRC attestations\\]\\].\n\n | \n\nStores all signature records for[Surveys](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/r_SurveyManagementLandingPage.md).\n\n |
| \n\nTrigger Condition \\[asmt\\_condition\\]\n\n | \n\nStores all [assessment trigger conditions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_CreateTriggerAssessment.md).\n\n | \n\nStores all [survey trigger conditions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/c_TriggerConditions.md).\n\n |
| \n\nProperty\n\n | \n\nDescription\n\n |
|---|---|
| \n\nsn\\_portal\\_surveys.sp\\_survey.email\\_redirection\n\n | \n\nWhen this property is enabled, users can use a link in an email to open a survey or assessment in Service Portal.- Type: **Yes** or **No**\n- Default value: **Yes**\n\n |
| \n\ncom.snc.assessment.signature\\_authentication\n\n | \n\nWhen this property is enabled, an authentication is required by user signature. When **Yes** is selected, this property requires credentials for a full name signature.- Type: **Yes** or **No**\n- Default value: **Yes**\n\n For more information about working with signatures, see [Signatures](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/t_CreateAnAssessmentSignature.md).\n\n |
| \n\ncom.snc.assessment.collect.stats\n\n | \n\nList of Assessments for which Recent Sent & Recent Completed stats must be collected in an asmt\\_assessment\\_stat table. Comma-separated list of eligible Assessment Metric Type Sys IDs.\n\n |
| \n\ncss.assessment.question.header.background.color\n\n | \n\nBackground color of question headers on assessment and survey questionnaires.- Type: **Color**\n- Default value: **\\#767676**\n\n |
| \n\nsn\\_portal\\_surveys.sp\\_survey.show\\_progress\\_bar\n\n | \n\nShows or hides a progress bar on the survey pages on Service Portal.- Type: **Yes** or **No**\n- Default value: **Yes**\n\n**Note:** If the Pagination setting is set to **None**, the survey is displayed in a single page, and no progress bar is shown.\n\n |
| \n\nshow\\_lang\\_picker\\_for\\_publicsurveys\n\n | \n\nEnable or disable whether to show language picker when a public survey is taken.- Type: **Yes** or **No**\n- Default value: **Yes**\n\n |
| \n\ncss.assessment.caption.background.color\n\n | \n\nSets the background color of the caption on assessment and survey questionnaires.- Type: Color\n- Default value: **\\#eee**\n\n |
| \n\ncom.snc.assessment.decision\\_matrix\\_filter\\_max\\_entries\n\n | \n\nMaximum number of items to show for a decision matrix field filter.- Type: integer\n- Default value: **1000**\n\n |
| \n\ncss.assessment.caption.font.color\n\n | \n\nSets the font color of the caption text on assessment and survey questionnaires.- Type: color\n- Default value: **\\#ffffff**\n\n |
| \n\nRole title \\[name\\]\n\n | \n\nDescription\n\n | \n\nContains roles\n\n |
|---|---|---|
| \n\nassessment administrator\\[assessment\\_admin\\]\n\n | \n\nCan administer the Assessments application. Can access all the modules of the Assessments application.**Note:** The assessment\\_admin role is contained by the itil\\_admin role. This role is also contained by the survey\\_admin role.\n\n | \n\nNone\n\n |
| \n\nName\n\n | \n\nTable\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nCalculate Assessable Record Field choice list\n\n | \n\nTrigger Condition \\[asmt\\_condition\\]\n\n | \n\nLimits the Assessable Record Field choices to those choices that are compatible with the selected assessment.\n\n |
| \n\nCheck survey schedule period\n\n | \n\nTrigger Condition \\[asmt\\_condition\\]\n\n | \n\nChecks the selected survey definition's Schedule period. If Schedule period is set to Only Once, this client script displays a warning message that each user can only take the selected survey once.\n\n |
| \n\nClear display\\_when when depends changed\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nShows the **Display when** field when the **Depends on** field is set. Clears the **Display when** field when the **Depends on** field changes and the options must change.\n\n |
| \n\nConditionally Set Type for Surveys\n\n | \n\nGroup \\[sys\\_user\\_group\\]\n\n | \n\nSets the user group Type to survey if you create a new group from the User Groups module.\n\n |
| \n\nData type -- Hide choices for surveys\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nEnsures only Data type options that are valid for surveys are available on the Survey Question form.\n\n |
| \n\nData type -- Show/Hide Not Applicable\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nHides the **Allow not applicable** field and sets its value to **false** if the metric method is Assessment and the data type is **Percentage**, **Checkbox**, **Date**, **Date/Time**, **Number**, or **String**.\n\n |
| \n\nData type defaults to String for surveys\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nSets the default **Data type** field value to **String** on the Survey Question form.\n\n |
| \n\nFetch Min/Max\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nUpdates the **Min** and **Max** fields to match the least and greatest metric template definition values if an assessment administrator selects or changes the Template value.\n\n |
| \n\nHide Assessable Record Field\n\n | \n\nTrigger Condition \\[asmt\\_condition\\]\n\n | \n\nHides the **Assessable Record** field unless the evaluation method of the metric type selected in the **Assessment** field is **Assessment**.\n\n |
| \n\nHide Survey Instance Trigger ID if empty\n\n | \n\nAssessment Instance \\[asmt\\_assessment\\_instance\\]\n\n | \n\nHides the **Trigger ID** field and makes it read-only unless it contains a value.\n\n |
| \n\nHide user lists\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nHides the **Category users** related list if the associated metric type schedule type is **On demand**.\n\n |
| \n\nHide user related lists\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nHides the User related list if the associated metric schedule type is **On demand** and the **Evaluation method** isn't **Survey**.\n\n |
| \n\nHide value or String value\n\n | \n\nAssessment Instance Question \\[asmt\\_assessment\\_instance\\_question\\]\n\n | \n\nHides the **Value** field and shows the **String value** field if the associated metric data type is **Date**, **Date/Time**, or **String**. Does the opposite if the data type is anything or else.\n\n |
| \n\nLive feed deletion warning\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nDisplays a warning message if an assessment administrator clears the **Live feed** check box.\n\n |
| \n\nMethod -- Show/Hide Not applicable\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nHides the **Mandatory** and **Allow not applicable** fields and sets both values to **false** if the metric method is Script. Shows the **Mandatory** field if the metric method is Assessment. Shows the **Allow not applicable** field if the method is Assessment, except when the data type is **Percentage**, **Checkbox**, **Date**, **Date/Time**, **Number**, or **String**.\n\n |
| \n\nMin/Max Control\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nMakes the **Min** and **Max** fields mandatory except when the data type is **Template**.\n\n |
| \n\nMin/Max Read-only\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nMakes the **Min** and **Max** fields read-only when the data type is **Choice** or **Likert Scale**.\n\n |
| \n\nPopulate Groups\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nPopulates the available values for the **Filter** field with fields from the selected metric type table.\n\n |
| \n\nRead only Type\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nMakes the **Type** field read-only when it contains a value.\n\n |
| \n\nReload Decision Matrix Filter Columns\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nPopulates the available choices for the **Default matrix** filter as appropriate if the **Filter** field value changes.\n\n |
| \n\nReload default filters\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nPopulates the available choices for the **Default filter** as appropriate if the **Display all filters** value changes.\n\n |
| \n\nSet scale factor\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nReserved for future use.\n\n |
| \n\nSet table field\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nSets the category Table value to that of the metric type.\n\n |
| \n\nShow and Hide Scheduled Job\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nHides the **Scheduled job** field if the Schedule type is **On demand** and shows the **Scheduled job** field if the Schedule type is **Scheduled**.\n\n |
| \n\nShow and Hide Scheduled Job Survey View\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nShows the **Scheduled job** field on the Survey Definition form if the Schedule period is **Daily**, **Weekly**, **Monthly**, or **Yearly**.\n\n |
| \n\nToggle Metric Definitions \\(Load\\)\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nDisplays the Assessment Metric Definitions related list if the data type is **Choice** or **Likert Scale**.\n\n |
| \n\nToggle Metric Definitions \\(Update\\)\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nDisplays the Assessment Metric Definitions related list if the data type is **Choice** or **Likert Scale**. Sets the **Method** field to the appropriate value if the data type is compatible with one method only.\n\n |
| \n\nUpdate Min And Max Default Values\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nSets reasonable default values for the **Min** and **Max** fields, based on the data type.\n\n |
| \n\nValidate Probability\n\n | \n\nSurvey Trigger Condition \\[asmt\\_condition\\]\n\n | \n\nEnsures that the **Probability \\(%\\)** value is a whole number between **1** and **100**.\n\n |
| \n\nVerify Max\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nVerifies that the **Max** value is greater than the **Min** value and greater than or equal to zero if the metric method is Assessment.\n\n |
| \n\nVerify Min\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nVerifies that the **Min** value is less than the **Max** value and greater than or equal to zero if the metric method is Assessment.\n\n |
| \n\nVerify Value\n\n | \n\nAssessment Metric Definition\\[asmt\\_metric\\_definition\\]\n\n | \n\nVerifies that the Value is greater than or equal to zero.\n\n |
| \n\nVerify Value\n\n | \n\nAssessment Template Definition\\[asmt\\_template\\_definition\\]\n\n | \n\nVerifies that the Value is greater than or equal to zero.\n\n |
| \n\nName\n\n | \n\nTable\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nAssessable domain matches type\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nEnsures that all new assessable records are in the same domain as the metric type. This is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nAuto stakeholder creation\n\n | \n\nAssessment Category User \\[asmt\\_m2m\\_category\\_user\\]\n\n | \n\nAssigns new category users as stakeholders automatically for assessable records if the associated category has the **Create stakeholders** option selected.\n\n |
| \n\nAuto stakeholder creation\n\n | \n\nCategory Assessable Records \\[asmt\\_m2m\\_category\\_assessment\\]\n\n | \n\nCreates stakeholders from all of a category's category users automatically for new assessable records if:- The **Create stakeholders** option is selected for the metric category.\n- The same metric category is associated to the new assessable record.\n\n |
| \n\nAuto stakeholder creation\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nAssigns all of a category's category users as stakeholders for each assessable record associated to the category when the **Create stakeholders** option is selected for the category.\n\n |
| \n\nCalculate category max weight\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nCalculates the sum of all metric weights in a category.\n\n |
| \n\nCancel notification workflow\n\n | \n\nAssessment Instance \\[asmt\\_assessment\\_instance\\]\n\n | \n\nCancels the workflow that generates assessment email notifications when an assessment instance is deleted or changes the state to **Complete** or **Canceled**.\n\n |
| \n\nCategory domain matches type\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nEnsures that all new categories are in the same domain as the metric type. This is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nCheck Live Feed Groups\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nSelects the **Live feed** option if a Live Feed group is associated with the source record. If the **Live feed** option is selected and no Live Feed group is associated with the source record, this business rule clears the check box.\n\n |
| \n\nCheck only one default\n\n | \n\nBubble Chart \\[asmt\\_bubble\\_chart\\]\n\n | \n\nEnsures that there is only one default bubble chart for a metric type.\n\n |
| \n\nCheck only one default\n\n | \n\nDecision Matrix \\[asmt\\_decision\\_matrix\\]\n\n | \n\nEnsures that there is only one default decision matrix for a metric type.\n\n |
| \n\nCreate actual results\n\n | \n\nAssessment Instance \\[asmt\\_assessment\\_instance\\]\n\n | \n\nGenerates assessment and category results from the user responses if a user completes an assessment.\n\n |
| \n\nCreate Business Rule on Remote table\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nGenerates the following business rules if an assessment administrator creates or updates a metric type:- Business rule called Auto business rule for Assessments, which monitors the Table selected for the metric type. When someone adds a record that meets the metric type conditions, this business rule generates an assessable record. If someone changes the metric type's Table or conditions, the Create Business Rule on Remote table business rule updates the automatic business rule script to reflect the changes.\n- Business rule called Auto deletion rule for Assessments, which prevents users from deleting a record on the metric type's Table if the record is associated to metric or category results. If the record has no associated results and a user deletes it, this business rule deletes any associated assessable records.\n\n The Create Business Rule on Remote table business rule generates automatic business rules only for metric types with Evaluation method set to Assessment.\n\n |
| \n\nCreate Scheduled Job\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nAssessments: Generates a scheduled job for the creation of assessment components if either of these conditions is met:- Someone creates a new metric type with the schedule type set to **Scheduled**.\n- The schedule type changes from **On demand** to **Scheduled**.\n\n Surveys: Generates a scheduled job for the creation of survey components if the schedule period for a survey definition is set to Daily, Weekly, Monthly, or Yearly.\n\n |
| \n\nCreate Survey Records\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nGenerates various records and populates certain fields on those records when someone creates a new survey definition, which is a metric type with Evaluation method set to Survey. More specifically, this business rule generates a survey category and assessable record, both associated to the survey definition.\n\n |
| \n\nCreate UI Action on Remote table\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nReserved for future use.\n\n |
| \n\ndecision\\_matrix\\_axis\n\n | \n\nGlobal \\[global\\]\n\n | \n\nLimits available categories for X- and Y-axes to those that belong to the type if there is a metric type specified on the Decision Matrix form.\n\n |
| \n\nDelete Live Feed Group\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nDeletes the assessable record's Live Feed group, if there is one, when an assessment administrator deletes an assessable record.\n\n |
| \n\ndelete related users\n\n | \n\nCategory Assessable Records \\[asmt\\_m2m\\_category\\_assessment\\]\n\n | \n\nDeletes any stakeholders for the assessable record and category when an assessment administrator disassociates a category from an assessable record.\n\n |
| \n\nDo not allow category to change\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nPrevents the **Category** field from being changed if there are any conditional question dependencies related to the current record.\n\n |
| \n\nDo not allow datatype to change\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nPrevents the **Data type** and **Template** fields from being changed if there are any conditional questions that depend on the current record.\n\n |
| \n\nEnsure Types Match\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nSets the type of a metric to the type of the associated category.\n\n |
| \n\nEnsure types match\n\n | \n\nAssessment Stakeholders \\[asmt\\_m2m\\_stakeholder\\]\n\n | \n\nEnsures that users can only create a stakeholder from a category user and assessable record of the same type.\n\n |
| \n\nEnsure types match\n\n | \n\nCategory Assessable Records \\[asmt\\_m2m\\_category\\_assessment\\]\n\n | \n\nPrevents users from associating categories of one type to an assessable record of a different type.\n\n |
| \n\nEvaluate filters\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nPerforms the following after the system generates a new assessable record:- Checks all filter conditions for categories in the type.\n- Automatically associates the new assessable record to all categories for which it meets the category filter conditions.\n\n |
| \n\nGenerate assessment trigger condition\n\n | \n\nTrigger Condition \\[asmt\\_condition\\]\n\n | \n\nGenerates a business rule that the survey or assessment trigger condition uses to send surveys or assessments.\n\n |
| \n\ngetStakeholders\n\n | \n\nGlobal \\[global\\]\n\n | \n\nEnsures that only category users for categories associated with the assessable record are available on the Assessable Record form when users edit the Category users related list.\n\n |
| \n\nLink assessable record and category\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nSets these hidden fields as follows for a newly created survey category:- Table: Assessment Metric Type \\[asmt\\_metric\\_type\\]\n- Filter: <sys\\_id of the survey definition the new survey category is associated with>\n\n |
| \n\nLive Feed Group\n\n | \n\nAssessable Record \\[asmt\\_assessable\\_record\\]\n\n | \n\nCreates a Live Feed group for the assessable record, if one doesn't exist, when the record is saved with the **Live feed** option selected. If the check box is then cleared and the record saved, this business rule deletes an existing Live Feed group.\n\n |
| \n\nMetric domain matches category\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nEnsures that all new metrics are in the same domain as the category to which they belong. This rule is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nNotify assessment user\n\n | \n\nAssessment Instance \\[asmt\\_assessment\\_instance\\]\n\n | \n\nStarts a workflow that sends an email notification to the assigned user when an assessment instance changes to the **Ready** state or the user to which it is assigned changes. The workflow generates other assessment email notifications at later stages.\n\n |
| \n\nPrevent recursive dependencies\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nPrevents the **Depends on** field from being set in a way that creates a recursive conditional question dependency.\n\n |
| \n\nPublish Survey\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nGenerates survey instances and assigns them to the associated survey users when the survey definition state changes from **Draft** to **Published**.\n\n |
| \n\nRemove auto create Business Rules\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nDeletes the automatically created business rule for a metric type when an assessment administrator deletes that metric type.\n\n |
| \n\nRemove auto create UI actions\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nReserved for future use.\n\n |
| \n\nRemove auto created business rule\n\n | \n\nSurvey Trigger Condition \\[asmt\\_condition\\]\n\n | \n\nDeletes the automatically created business rule when someone deletes the survey trigger condition.\n\n |
| \n\nRemove Scheduled Job\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nAssessments: Deletes the scheduled job for a metric type if either of these conditions is met:- Someone deletes the metric type.\n- Someone changes the schedule type from **Scheduled** to **On demand**.\n\n Surveys: Deletes the scheduled job for a survey definition if the schedule period is set to Only Once or No Limit.\n\n |
| \n\nReset Min/Max for metric\n\n | \n\nAssessment Metric Definition \\[asmt\\_metric\\_definition\\]\n\n | \n\nUpdates the **Min** and **Max** fields for metrics and survey questions based on the metric definition value.\n\n |
| \n\nSet Domain for M2M Cat Assessable Recs\n\n | \n\nCategory Assessable Records \\[asmt\\_m2m\\_category\\_assessment\\]\n\n | \n\nEnsures that assessable records are only associated to categories in the same domain. This rule is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nSet Domain for M2M Category Users\n\n | \n\nAssessment Category User \\[asmt\\_m2m\\_category\\_user\\]\n\n | \n\nEnsures that users are only linked to categories in the same domain. This is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nSet Domain for M2M Stakeholders\n\n | \n\nAssessment Stakeholders \\[asmt\\_m2m\\_stakeholder\\]\n\n | \n\nEnsures that assessable records are only linked to category users in the same domain. This is a special requirement of assessment domain separation, that all records must be in the same domain.\n\n |
| \n\nSet scratchpad fields\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nCaches field values for use by other scripts that run on the Assessment Metric Type form.\n\n |
| \n\nStore view type\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nEnsures that the **Type** field only allows users to select metric types used for assessments.\n\n |
| \n\nSynchronize category survey users\n\n | \n\nAssessment Category User \\[asmt\\_m2m\\_category\\_user\\]\n\n | \n\nEnsures that the same users are associated with all of a survey's categories.\n\n |
| \n\nSynchronize survey users and stakeholder.\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nAdds all users associated with a survey's existing categories to any newly created category for that survey.\n\n |
| \n\nUpdate Category Count\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nUpdates the value in the **Total metrics** field on the Metric Category form when metrics are added to and deleted from the category.\n\n |
| \n\nUpdate records that match filter\n\n | \n\nMetric Category \\[asmt\\_metric\\_category\\]\n\n | \n\nAutomatically performs these tasks when an assessment administrator edits the **Filter** field:- Associates the category to assessable records that meet the filter conditions.\n- Disassociates the category from assessable records that don't meet the filter conditions.\n\n The Assessable records related list reflects these changes when the record is saved.\n\n |
| \n\nUpdate scheduled job on schedule change\n\n | \n\nAssessment Metric Type \\[asmt\\_metric\\_type\\]\n\n | \n\nUpdates the survey creation scheduled job to reflect schedule period changes.\n\n |
| \n\nValidate mandatory and not applicable\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nSets the **Mandatory** and **Allow not applicable** fields to **false** if the metric method is Script. If the metric data type is Percentage, the business rule sets the **Allow not applicable** field to **false**.\n\n |
| \n\nVerify min/max\n\n | \n\nAssessment Metric \\[asmt\\_metric\\]\n\n | \n\nEnsures that the Min is greater than or equal to zero and less than the Max. Sets the Min to 0 and the Max to 1 if the data type is **Checkbox** or **Yes/No**.\n\n |
| \n\nVerify value\n\n | \n\nAssessment Template Definition \\[asmt\\_template\\_definition\\]\n\n | \n\nEnsures that the metric template definition Value is:- Greater than or equal to zero.\n- Different from the Value for all other metric template definitions related to the template.\n\n |
| \n\nVerify value\n\n | \n\nAssessment Metric Definition \\[asmt\\_metric\\_definition\\]\n\n | \n\nEnsures that users can only enter a metric definition Value greater than or equal to zero. Ensures that the metric definition value is different from the Value for all other metric definitions related to the metric.\n\n |