Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Get Assessment Response Summary Action

          Get Assessment Response Summary Action

          Create a printable summary view of assessments taken. This action enables you to extract responses saved in an assessment and create a flow to generate a document.

          Required Editions

          View supported editions.

          In Flow Builder, add an Action element to your flow. In the Action field, search for Get Assessment Response Summary invocable action to configure.

          Set Input Values

          Field Description
          assessmentId Required. The ID of the assessment record for which to summarize responses.

          Set Output Values

          Set Field Description
          assessmentResponseSummary A JSON string containing the summary assessment question texts and responses for the specified assessment record.

          Usage

          Get Assessment Response Summary makes it easy to use a flow to trigger server-side document generation using Docgen. You can use this invocable action to pass assessment summary data to the downstream processes. This invocable action provides a summary JSON that can be consumed in Docgen workflows to generate documents.

          The Get Assessment Response Summary invocable action takes assessment ID as the input to get the OmniProcess ID, which is used to retrieve the OmniProcess elements. The assessment ID also retrieves the assessment response and merges the response with the OmniProcess elements to create an assessment summary response in JSON.

          DocGen Limitations

          OmniScript doesn’t provide a modification history of the same OmniScript form, such as the addition or removal of questions. It’s recommended that you trigger the document generation when you submit an assessment. The summary API fetches the layout data from the active version of the OmniScript.

          DocGen has the following limits:

          • Token data is limited to 131,072 characters.
          • Server-side document generation - Maximum supported document size is 1 MB.
          • Client-side document generation - Maximum supported document size is 10 MB.
          • There’s no image-type support for server-side document generation. Image-type support is only available on the client-side.
           
          Loading
          Salesforce Help | Article