---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create Smart Assessment questionnaires

# Create Smart Assessment questionnaires from new templates {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: questionnaire_admin

Ensure you have authored and published Smart Assessment template.

## Prozedur

1. Navigate to Field ServiceAdministrationQuestionnaire.
2. Select New.
3. On the form, fill in the fields.  
   {#create-smart-assessment-questionnaire__table_vst_5nf_2r__entry__2}

   | 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. |
   [Tabelle : 1. Questionnaire form]

   {#create-smart-assessment-questionnaire__table_vst_5nf_2r}
4. Select Submit.
5. In the Questionnaire templates section, select New.
6. On the form, fill in the fields.  
   {#create-smart-assessment-questionnaire__table_omd_wjb_d2c__entry__2}

   | 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. Hinweis: 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. |
   [Tabelle : 2. Questionnaire template]

   {#create-smart-assessment-questionnaire__table_omd_wjb_d2c}
7. Select Submit.
{#create-smart-assessment-questionnaire__steps_anf_djb_d2c}

## Ergebnisse

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