Create Smart Assessment questionnaires from new templates

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a Smart Assessment questionnaire from a new Smart Assessment template and associate them to work order tasks to gather information about the tasks.

    Before you begin

    Role required: questionnaire_admin

    Ensure you have authored and published Smart Assessment template.

    Procedure

    1. Navigate to Field Service > Administration > Questionnaire.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Questionnaire form
      Field Description
      Name Name of the questionnaire.
      Active Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks.
      Description Brief description of the questionnaire record.
      Table Table that is associated with this questionnaire record.
      Trigger condition Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order task, the questionnaire is added to the work order task.
      Mandatory Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task.
      Close before State that the work order or work order task must be in before agents can complete a mandatory questionnaire.
    4. Select Submit.
    5. In the Questionnaire templates section, select New.
    6. On the form, fill in the fields.
      Table 2. Questionnaire template
      Field Description
      Questionnaire Name of the questionnaire.

      This field is auto-populated with the name of the questionnaire.
      Smart assessment template Smart Assessment template to associate with the questionnaire.
      Note:

      You can create a smart assessment questionnaire only from a published template.
      Active Option to activate the Smart Assessment template for the questionnaire.
      Inherited You can enable the inherit functionality for a questionnaire template. For example, if a questionnaire is set at the base work order task level, its configurations are automatically inherited by all the tasks created through work order extension.
    7. Select Submit.

    Result

    A questionnaire with the Type set to Smart Assessment is created.