Create an assignment data lookup rule

Automatically assign a record using Data Lookup and Record Matching.

Before you begin

Role required: assignment_rule_admin or admin

Procedure

1. Navigate to All > System Policy > Rules > Assignment Lookup Rules.

2. Select New.

3. On the form, fill in the fields.

   Field	Description
   Category	The category the data lookup matches against.
   Subcategory	The subcategory the data lookup matches against.
   Configuration item	The configuration item the data lookup matches against.
   Location	The location the data lookup matches against.
   Assignment group	The assignment group to assign the incident to.
   Assigned to	The user to assign the incident to.
   Active	Option to run the rule or deactivate the rule.
   Order	Order in which the rule runs compared to other rules on the same table. The Data Lookup Plugin runs the rule with the lowest order and matching values.

4. Select Submit.

Result

The rule assigns incidents to the values in the Assignment Group and Assigned To fields based on the values selected in the Category, Subcategory, Configuration Item, or Location fields. A valid assignment lookup rule requires at least one matcher field and one setter field.

Assignment Data Lookup

In this example, the Assignment Data Lookup rule automatically assigns any incident with the Category of Inquiry/Help and Subcategory of Email to Fred Luddy.

Parent Topic:Defining assignment rules

Related topics

Assignment rules module

Data lookup rules

Precedence between data lookup, assignment, and business rules

Workflow assignments

Baseline assignment rules example

Create an assignment rule