Assessment trigger conditions

reference australia Updated Sep 10, 2026 3 min read r_AssessmentTriggerConditions.md
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A trigger condition tells the system who to send a designated assessment to and when, based on specific conditions.

With trigger conditions, assessment administrators can configure the system to generate assessments each time a specific action occurs, such as when an incident or change request closes. The trigger condition sends the assessment to specified users who are related to the triggering record, such as incident callers or change request assignees. You can choose to send the assessment every time the condition is met, or set a probability for the system to send the assessment at random when the condition is met.

For a description of the field values in Trigger Condition form, see Trigger Condition form for assessments.

 

 

Assessment

Vendor

Table

Incident [incident]

User field

Assigned to

Repeat Interval

30 days

Active

true

Trigger randomly

false

Assessable Record Field

[Required] Field on the selected Table that determines which assessable record will be the subject of the assessment. Only appropriate reference fields on the selected Table are available to select. If there are no Assessable Record Field options available, you must select a different Table.

If the selected Assessment evaluates records on the Company [core_company] table and the selected Table is Incident, the only Assessable Record Field options are fields on the Incident table that reference the Company table. For example, Company or, if vendor ticketing is enabled, Vendor. If you select Vendor, the trigger condition sends an assessment about the Vendor for the incident, assuming there is an assessable record for the associated company. The assessment contains questions from all metric categories associated with the assessable record.

Note: This field is not available if the selected Assessment is a metric type used for surveys. See Survey trigger conditions.

Related Field 1

Caller

Related Field 2

Vendor

Condition

[State] [is] [Closed] and [Vendor] [is not empty]
## Trigger condition example

Modesto Scroggie is the caller on an incident that is assigned to Boris Catino, a service desk technician. Boris contacts a vendor to resolve Modesto's issue and sets the Vendor field to Microsoft. When the incident closes, the system creates an assessment instance assigned to Boris so Boris can evaluate Microsoft as a vendor.

Because two related fields were selected as part of the trigger condition, the assessment instance stores the following information from the incident:

  • Related record 1: User: Modesto Scroggie
  • Related record 2: Company: Microsoft

Note: Even though the trigger condition is set to be triggered every time the conditions are met, the Repeat Interval setting ensures that Boris does not receive another assessment if another vendor incident assigned to him closes within 30 days of the first one.

Important: The example uses Vendor as the Assessable Record field because the incident table in this example has a Vendor assessable record configured. In a standard instance, the drop down may show only parent, parent incident, or universal request. These are default assessable record types. To add more options, create assessable records for additional tables. For more information, see Assessable records and Metric types and assessable records.

Parent Topic:Configure trigger conditions for an assessment

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