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