--- sourceDocument: Australia Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance Release : - australia ft:locale : - en-US ft:publication_title : - Australia Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Reference # Smart Assessment Engine reference {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Smart Assessment Engine reference The Smart Assessment Engine application in ServiceNow provides a structured framework for conducting assessments using predefined tables, properties, forms, and roles. This engine supports automation and integration with ServiceNow AI Platform workflows, enabling consistent and efficient handling of fulfillment and inventory data related to assessments. Show full answer Show less ## Key Features * **Roles Management:** Roles installed with the Smart Assessment Engine define permissions and access controls, ensuring secure and appropriate user interactions within the application. * **Trigger Smart Assessment Flow Action:** Customers can incorporate assessment actions into workflows by using the Trigger Smart Assessment action form. This form also provides code snippets for scripting within fulfillment subflows created in Workflow Studio. * **Standard Flow Actions Integration:** The Smart Assessment Engine leverages standard flow actions available on the ServiceNow AI Platform to maintain consistency in data retrieval and update processes during fulfillment and inventory management. * **Test Action Pop-up Window:** Users can test the design of an assessment directly by selecting the Test option on the Trigger Smart Assessment action form, configuring test settings via the pop-up window to validate assessment logic and flow behavior. * **Legacy Metric Migration:** Legacy metric types are systematically migrated to specific sections within assessment templates, facilitating the transition to the Smart Assessment Engine framework without losing historical data structure or context. * **Assessment Template Migration Form:** This form allows users to specify legacy metric types for migration and review the results, helping ensure accuracy and completeness in the migration process. ## Practical Benefits for ServiceNow Customers * Enables streamlined assessment workflows integrated with ServiceNow's AI capabilities for improved data consistency and process automation. * Provides clear role-based access control to secure assessment operations and data. * Supports testing and validation of assessment designs before deployment, reducing errors and enhancing reliability. * Facilitates smooth migration from legacy metric systems to modern assessment templates, preserving valuable historical metrics. * Offers flexibility to extend and customize fulfillment subflows using standard platform actions and scripting. Reference topics provide the detailed descriptions of tables, properties, forms, and roles that are installed with the Smart Assessment Engine application. [Roles installed in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/LDenk~QpkhHSlsvfSq4XmQ "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Trigger Smart Assessment flow action](https://servicenow-prod.fluidtopics.net/O4cdNfmpPcnKHfGY5l2MVw "Use the Trigger Smart Assessment flow action in Workflow Studio to generate and assign assessments from a published Smart Assessment Engine template.") If you define your own fulfillment subflows in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated. [Roles installed in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/LDenk~QpkhHSlsvfSq4XmQ "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Trigger Smart Assessment flow action](https://servicenow-prod.fluidtopics.net/O4cdNfmpPcnKHfGY5l2MVw "Use the Trigger Smart Assessment flow action in Workflow Studio to generate and assign assessments from a published Smart Assessment Engine template.") If you define your own fulfillment subflows in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated. [Settings in the Test action pop-up window](https://servicenow-prod.fluidtopics.net/75Ed03rocRWpWcGunsF~Bw "You can select Test on the Trigger Smart Assessment action form to test the design of an Smart Assessment Engine assessment. You then specify the settings for the test in the Test action pop-up window.") You select Test on the Trigger Smart Assessment action form to test the design of an assessment. You then specify the settings for the test on the Test action pop-up window. [Trigger Smart Assessment action form](https://servicenow-prod.fluidtopics.net/giYDb4QR08t2Zo4Q66nv1A "Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.") Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments. [Roles installed in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/LDenk~QpkhHSlsvfSq4XmQ "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Trigger Smart Assessment flow action](https://servicenow-prod.fluidtopics.net/O4cdNfmpPcnKHfGY5l2MVw "Use the Trigger Smart Assessment flow action in Workflow Studio to generate and assign assessments from a published Smart Assessment Engine template.") If you define your own fulfillment subflows in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated. [Settings in the Test action pop-up window](https://servicenow-prod.fluidtopics.net/75Ed03rocRWpWcGunsF~Bw "You can select Test on the Trigger Smart Assessment action form to test the design of an Smart Assessment Engine assessment. You then specify the settings for the test in the Test action pop-up window.") You select Test on the Trigger Smart Assessment action form to test the design of an assessment. You then specify the settings for the test on the Test action pop-up window. [Trigger Smart Assessment action form](https://servicenow-prod.fluidtopics.net/giYDb4QR08t2Zo4Q66nv1A "Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.") Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments. [How legacy metric types are migrated to sections in templates](https://servicenow-prod.fluidtopics.net/CWCw4ad5bxJGyiQCEnFMyA "Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application.") Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application. [Results of migrating a metric category to an assessment template](https://servicenow-prod.fluidtopics.net/w4k~olm7n_mOfcuVmjBesw "You can view the data that was migrated from the metric type to the Smart Assessment Engine assessment template in the related lists on the Assessment template migration form.") You can use the assessment template migration form to specify the legacy metric type to migrate and to view the results of a migration. [Roles installed in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/LDenk~QpkhHSlsvfSq4XmQ "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Trigger Smart Assessment flow action](https://servicenow-prod.fluidtopics.net/O4cdNfmpPcnKHfGY5l2MVw "Use the Trigger Smart Assessment flow action in Workflow Studio to generate and assign assessments from a published Smart Assessment Engine template.") If you define your own fulfillment subflows in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated. [Settings in the Test action pop-up window](https://servicenow-prod.fluidtopics.net/75Ed03rocRWpWcGunsF~Bw "You can select Test on the Trigger Smart Assessment action form to test the design of an Smart Assessment Engine assessment. You then specify the settings for the test in the Test action pop-up window.") You select Test on the Trigger Smart Assessment action form to test the design of an assessment. You then specify the settings for the test on the Test action pop-up window. [Trigger Smart Assessment action form](https://servicenow-prod.fluidtopics.net/giYDb4QR08t2Zo4Q66nv1A "Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.") Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments. [How legacy metric types are migrated to sections in templates](https://servicenow-prod.fluidtopics.net/CWCw4ad5bxJGyiQCEnFMyA "Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application.") Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application. [Results of migrating a metric category to an assessment template](https://servicenow-prod.fluidtopics.net/w4k~olm7n_mOfcuVmjBesw "You can view the data that was migrated from the metric type to the Smart Assessment Engine assessment template in the related lists on the Assessment template migration form.") You can use the assessment template migration form to specify the legacy metric type to migrate and to view the results of a migration.