---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Configure post-assessment actions

# Configure post-assessment actions {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

The post-assessment actions feature in Smart Assessment Engine enables you to automate actions based on assessment responses. The template designers can predefine actions using a rule engine, such as updating fields, creating follow-up
assessments, or generating other records.

## Before you begin

* A subflow must be available and mapped to the assessment template category for which you want to configure post-assessment actions. For more information about how to create and build subflows, refer to [Create a subflow in Workflow Studio](https://www.servicenow.com/docs/access?context=create-subflow&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US) and [Building subflows](https://www.servicenow.com/docs/access?context=subflows&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US).
* To make actions available in post-assessment workflows, link the subflow to the appropriate template category. For more information, refer to [Link subflow to template category](https://servicenow-prod.fluidtopics.net/0tVx9pOEvPG~6G4dFKn6Fw "Linking a subflow to action categories ensures that this action becomes available in the action set. Template designers can configure these actions based on specific criteria to trigger automatically once the assessment is completed.").
* The Reusable Impact Framework plugin (sn_impact_fwk) and Post Assessment Actions for Smart Assessments plugin (sn_smart_imp_auto) must be installed.{#configure-post-assessment-actions__li_c43_5d2_ngc}
{#configure-post-assessment-actions__li_c43_5d2_ngc} {#configure-post-assessment-actions__ul_ltr_xtv_ydc}

Role required: sn_smart_asmt.assessment_admin or sn_smart_asmt.template_manager and sn_smart_imp_auto.automation_creator

## Procedure

1. Navigate to WorkspacesAssessment Workspace to access the Assessment Workspace landing page.
2. Create an assessment template or open an existing assessment template for which you want to configure post-assessment actions.  
   Post-assessment actions can only be set on a published assessment template and remains in the Draft state until manually activated. After activated, post-assessment actions can't be moved back to the Draft state while the template remains published. They can only be deactivated.
3. Select the Automations tab.
4. Select Create Automation.
5. Provide a unique name and a description for the automation.
6. Add either a conditional action set or a standalone action set.

   | Option | Description |
   | Choose a conditional action set | 1. Select Add a conditional action set. 2. Select If and then select +New condition set. 3. Create the conditional action set using the condition builder. For more information, refer to [Condition builder](https://www.servicenow.com/docs/access?context=c_ConditionBuilder&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US). 4. Select Save. {#configure-post-assessment-actions__ol_jlz_13t_42c} Note: You can select +New condition set to add multiple conditions. |
   | Choose a standalone action set | Select Add a standalone action set. |
   |-|-|

   {#configure-post-assessment-actions__choicetable_v2z_xht_42c}
7. If the conditional action set is selected, to set condition select If.
8. In the Set actions dialog box, fill in the fields as appropriate.
9. If a standalone action set is selected, to set an action by selecting then.
10. Select an option for the Action type list.  
    Based on the selected action type, new fields appear requiring additional details.

    The options displayed in the Action type field are subflows linked to the chosen template's categories. For
    more information on automated actions, see [Post-assessment automations](https://servicenow-prod.fluidtopics.net/boPIPrGrhaxQyJulVF~KIA "Post-assessment automations, also known as post-assessment actions, in Smart Assessment Engine are actions that happen automatically after an assessment is complete. These actions use the responses from an assessment to automate tasks. Using action sets, automated actions, trigger conditions, and evaluation criteria, post-assessment actions can help your assessments be efficient, consistent, accurate, and scalable.").  
    Note:  
    Responses from dropdown, check box, radio, and attachment question types cannot be passed as action parameters because they are not supported.
11. Select Activate.
12. Acknowledge the I understand the automation will no longer be editable informational check box and then select Activate.  
    The automation is now activated, and a confirmation message is displayed. When the assessor submits the assessment, the automation you set up is executed.
{#configure-post-assessment-actions__steps_k3g_3gw_ydc}
**Related topics**   

* [Flow Designer](https://www.servicenow.com/docs/access?context=flow-designer&version=yokohama&pubname=yokohama-application-development&ft:locale=en-US)

*[\>]: and then