--- 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 --- # Reference # Smart Assessment Engine reference {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](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 creating, managing, and automating assessments. This reference details the key components such as tables, properties, forms, and roles installed with the application, supporting customers in understanding how to configure and operate the engine effectively. Show full answer Show less ## Roles in Smart Assessment Engine Roles control permissions and access within the Smart Assessment Engine. Proper role assignment ensures users can perform necessary actions securely and efficiently, aligning with organizational policies. ## Flow Actions for Fulfillment Subflow Definitions Customers can define custom fulfillment subflows using Workflow Studio and leverage standard flow actions available in the ServiceNow AI Platform. These flow actions facilitate consistent handling of fulfillment and inventory maintenance tasks by managing data retrieval and updates uniformly across workflows. ## Trigger Smart Assessment Action Form The Trigger Smart Assessment action form enables customers to embed assessment actions into flows or obtain script code snippets to initiate Smart Assessment Engine assessments programmatically. This integration capability supports automation and customization of assessment processes within workflows. ## Settings in the Test Action Pop-up Window To validate assessment designs, users can select the Test option on the Trigger Smart Assessment action form. The subsequent Test action pop-up window allows specification of test parameters, enabling thorough testing before deployment. ## Migration of Legacy Metric Types Legacy metric types are migrated to designated sections within assessment templates in the Smart Assessment Engine. Customers can use the assessment template migration form to specify which legacy metric types to migrate and to review migration results, ensuring smooth transition and continuity of existing metrics within new assessment structures. Reference topics provide the detailed descriptions of tables, properties, forms, and roles that are installed with the Smart Assessment Engine application. [Roles in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/X4P67YEOrXRTfAyzEE13iA "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Flow actions for fulfillment subflow definitions](https://servicenow-prod.fluidtopics.net/CqkCRRNTWNUbF8512BJoHQ "If you define your own fulfillment subflows for the Smart Assessment Engine application in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with the different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated.") 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 in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/X4P67YEOrXRTfAyzEE13iA "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Flow actions for fulfillment subflow definitions](https://servicenow-prod.fluidtopics.net/CqkCRRNTWNUbF8512BJoHQ "If you define your own fulfillment subflows for the Smart Assessment Engine application in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with the different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated.") 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/vPV_PgnmSghCbxoNviQ4Ew "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/aEU3pxpvfm~oyYsYOn0Qdw "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 in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/X4P67YEOrXRTfAyzEE13iA "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Flow actions for fulfillment subflow definitions](https://servicenow-prod.fluidtopics.net/CqkCRRNTWNUbF8512BJoHQ "If you define your own fulfillment subflows for the Smart Assessment Engine application in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with the different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated.") 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/vPV_PgnmSghCbxoNviQ4Ew "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/aEU3pxpvfm~oyYsYOn0Qdw "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/_7KemNUfsLpFsRfdH8hRQQ "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/h61WPoZmaB9AHw9ewqJDyA "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 in Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/X4P67YEOrXRTfAyzEE13iA "Roles determine the permissions and access in the Smart Assessment Engine application.") Roles determine the permissions and access in the Smart Assessment Engine application. [Flow actions for fulfillment subflow definitions](https://servicenow-prod.fluidtopics.net/CqkCRRNTWNUbF8512BJoHQ "If you define your own fulfillment subflows for the Smart Assessment Engine application in Workflow Studio, you can use the standard flow actions that are available in the ServiceNow AI Platform. Each action deals with the different aspects of the fulfillment or inventory maintenance, which can help bring some consistency in how data is retrieved and updated.") 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/vPV_PgnmSghCbxoNviQ4Ew "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/aEU3pxpvfm~oyYsYOn0Qdw "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/_7KemNUfsLpFsRfdH8hRQQ "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/h61WPoZmaB9AHw9ewqJDyA "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.