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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure trigger conditions for an assessment

Trigger conditions specify when to send a particular assessment and who to send the assessment to.

Before you begin

Role required: assessment_admin or admin

Procedure

  1. Navigate to All > Assessments > Admin > Trigger Conditions.

  2. On the Trigger Condition form, fill in the fields.

    For a description of the field values, see Trigger Condition form for assessments.

  3. Assessment trigger conditions
    A trigger condition tells the system who to send a designated assessment to and when, based on specific conditions.

Parent Topic:Assessment administrator tasks

Related topics

Survey trigger conditions

Assessable records