Data lookup rules

Data lookup rules offer a generic way to change any field value, not just assignment fields.

Data lookup and record matching support offer the following improvements over the Assignment module:

• Ability to change any field value not just an assignment field
• More options to define when a rule runs:
  • On form change (Allows assignment rules to apply to unsaved changes on a form)
  • On record insert
  • On record update
• Option to replace existing values (including default values)

Note: You can define data lookup and Assignment rules at the same time. The system ignores any duplicate rules after an incident has been assigned unless you are using a data lookup definition option to replace existing values.

Parent Topic:Defining assignment rules

Related topics

Assignment rules module

Precedence between data lookup, assignment, and business rules

Workflow assignments

Baseline assignment rules example

Create an assignment rule

Create an assignment data lookup rule

Precedence between data lookup, assignment, and business rules