Configure an automatic response for a question

  • Release version: Washingtondc
  • Updated November 11, 2024
  • 3 minutes to read

    • Set up automatic responses for assessment questions using either static responses or script-based responses based on specific conditions. You can configure default responses for text, drop-down, radio button, check box, date, and number question types. This feature saves assessors time and effort by reducing the number of questions that require answers.

    Before you begin

    • Confirm that the smart assessment response automation plugin [com.sn_smart_resp_auto] is installed.
    • Role required: sn_smart_asmt.assessment_admin or sn_smart_asmt.template_manager and sn_smart_asmt.developer
    Note:
    A user assigned with an assessment admin or template manager role can configure a default or conditional default response for a question. To create scripts, you need a developer role in addition with an assessment admin or template manager role.

    Procedure

    1. Navigate to Workspaces > Assessment Workspace to access the assessment workspace landing page.
    2. Create an assessment template or open an existing assessment template.
    3. Select a question for which you want to configure an automatic response.
    4. Select Automated response using the ellipsis icon. ellipsis menu.
      The Automated response pop-up is displayed.
    5. Provide the required details to configure the default response.
      1. The field Default response is enables you to select a default response for the question based on the question type.
      2. Optional: Select Add If-then condition to set up a condition, based on which the response is determined.
      3. Select + New condition set under If condition to set the condition.
        If
        Set the condition criteria here, which if met the response specified in the then condition is used.
        Then
        The condition in which the default response for the If condition is specified.
        Note:
        You can set up multiple conditions within a single If condition by selecting + New condition set. Within a single condition row, you can combine multiple conditions using and or or logical operators.
      4. Optional: Add a subsequent Add If-then condition to set up one more condition set using if-then conditions.
        Otherwise if
        When you add multiple if-then conditions, each subsequent If condition is added as Otherwise if. If the first if-then condition isn’t met, the next Otherwise if condition takes precedence.
        Then
        The condition in which the default response for the otherwise if condition is specified.
        Note:
        Continue adding multiple conditions as needed. The first condition that meets its criteria triggers its default response. Priority is determined by the order in which condition's are set. For instance, if you have three conditions and the first one is true, the system doesn't check the remaining two.
      5. Optional: In the condition, if nothing matches set a default response in the Default response is field in case none of the above condition sets meet the set criteria.
        Adding If-then condition for Automate response.
      6. Optional: Select script icon. to set a dynamic response by creating a script.
        • You can create scripts to retrieve, transform, and map data to the response from various sources like other questions, tables, or templates.
        • You can also set up conditions within the script.
        • In the script, result.value holds the response. Confirm that the input in result.value matches the corresponding question type. For example, a text-type question should have a string value and while a number-type question should have an integer value.
      If any row is missing required information, you can’t save the conditions.
    6. Select the Set response as editable option under Additional options.
      • Selecting the Set response as editable option enables the assessors to edit the response. If unselected, the response becomes read only, not required and can’t be edited by assessors.
      • For a question to be marked as Required, the Set response as editable option must be selected. If Set response as editable is cleared, the Required option is automatically turned off.
    7. Select Save.

    Result

    The automated response has been added to the question. You can use the same approach to add automatic responses to other questions.