Use a custom smart assessment template for demands

Point the automatic demand to smart assessment trigger at a custom template by overriding the predefined DemandSmartAssessmentUtils script include provided for this customization.

Before you begin

A custom assessment template is created. For more information, see Create an assessment template

Role required: admin

Warning: The template’s questions feed specific score fields on the demand (Size, Strategic Alignment, Risk, ROI, Cost) through metric mappings built for the predefined demand assessment template. A different template’s questions and metrics aren’t automatically remapped to those score fields, so scoring can silently stop working unless the replacement template is built with matching metrics. Test thoroughly in a non-production instance before doing this in production.

About this task

The demand to screening trigger, the assessment completion check, and assessment score population all use one hardcoded template ID. The predefined DemandSmartAssessmentUtils script include is provided to override this template ID and other behavior in the base implementation. This helps to keep the base implementation as-is without modifying it directly.

Procedure

1. Navigate to All > System Definition > Script Includes.

2. Search for DemandSmartAssessmentUtils.

3. Select the link in the alert to edit the record in the Portfolio Planning application scope.

   [Omitted image "demand-smart-assess-script.png"] Alt text: Hyperlink to edit the script include.

4. Add a SMART_ASMT_TEMPLATE_ID property to the object passed to Object.extendsObject and set to your template's sys_id.

   As shipped, the script include has no overrides:

   var DemandSmartAssessmentUtils = Class.create();
   DemandSmartAssessmentUtils.prototype = Object.extendsObject(DemandSmartAssessmentUtilsSNC, {
       type: 'DemandSmartAssessmentUtils'
   });
   

   Add the override:

   var DemandSmartAssessmentUtils = Class.create();
   DemandSmartAssessmentUtils.prototype = Object.extendsObject(DemandSmartAssessmentUtilsSNC, {
       SMART_ASMT_TEMPLATE_ID: '<your_template_sys_id>',
       type: 'DemandSmartAssessmentUtils'
   });
   

5. Add an override to the smart assessment metric map to support your template.

   SMART_ASMT_SECTION_METRIC_MAP: {
           '6a5bcff4ff27031090efffffffffff98': 'score_size',
           'e25bcff4ff27031090efffffffffff91': 'score_strategic_allignment',
           'ae5bcff4ff27031090efffffffffff94': 'score_risk',
           '6e5bcff4ff27031090efffffffffff89': 'score_value',
           '665bcff4ff27031090efffffffffff84': 'score_cost'
       },

6. Select Update.

Result

New smart assessments triggered for demands now use the specified template. For more information about a template’s expected sections, questions, and weights, see Assess demands with smart assessments.