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
-
Navigate to All > System Definition > Script Includes.
-
Search for
DemandSmartAssessmentUtils. -
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.
-
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:
JavaScriptvar DemandSmartAssessmentUtils = Class.create();DemandSmartAssessmentUtils.prototype = Object.extendsObject(DemandSmartAssessmentUtilsSNC, { type: 'DemandSmartAssessmentUtils'});Add the override:
JavaScriptvar DemandSmartAssessmentUtils = Class.create();DemandSmartAssessmentUtils.prototype = Object.extendsObject(DemandSmartAssessmentUtilsSNC, { SMART_ASMT_TEMPLATE_ID: '<your_template_sys_id>', type: 'DemandSmartAssessmentUtils'}); -
Add an override to the smart assessment metric map to support your template.
ShellSMART_ASMT_SECTION_METRIC_MAP: { '6a5bcff4ff27031090efffffffffff98': 'score_size', 'e25bcff4ff27031090efffffffffff91': 'score_strategic_allignment', 'ae5bcff4ff27031090efffffffffff94': 'score_risk', '6e5bcff4ff27031090efffffffffff89': 'score_value', '665bcff4ff27031090efffffffffff84': 'score_cost' }, -
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.
---
title: Use a custom smart assessment template for demands
description: Point the automatic demand to smart assessment trigger at a custom template by overriding the predefined DemandSmartAssessmentUtils script include provided for this customization.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/override-smart-assessment-template-dw.html
release: australia
product: Strategic Planning
classification: strategic-planning
topic_type: task
last_updated: "2026-09-28"
reading_time_minutes: 1
keywords: [smart assessment template override, DemandSmartAssessmentUtils, change assessment template]
breadcrumb: [Assess demands with smart assessments, Use, Next Experience for Demand Management in Strategic Planning, Strategic Planning, Strategic Portfolio Management]
---
# 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/governance-risk-compliance/sae-asmnt-template-create.md)
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/smart-assessments-overview.md).
| title | Use a custom smart assessment template for demands |
| description | Point the automatic demand to smart assessment trigger at a custom template by overriding the predefined DemandSmartAssessmentUtils script include provided for this customization. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/override-smart-assessment-template-dw.html |
| release | australia |
| product | Strategic Planning |
| classification | strategic-planning |
| topic_type | task |
| last_updated | 2026-09-28 |
| reading_time_minutes | 1 |
| keywords | smart assessment template overrideDemandSmartAssessmentUtilschange assessment template |
| breadcrumb | Assess demands with smart assessmentsUseNext Experience for Demand Management in Strategic PlanningStrategic PlanningStrategic Portfolio Management |