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Data lookup and record matching support

Data lookup and record matching support

The data lookup and record matching feature enables administrators to define rules that automatically set one or more field values when certain conditions are met.

Data lookup rules allow administrators to specify the conditions and fields where they want data lookups to occur. For example, on Incident forms, there are priority lookup rules for the sample data that automatically set the incident Priority based on the incident Impact and Urgency values.

This site is scheduled for a small content update on Tuesday, December 18th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 19 00:00 – Dec 19 4:00 UTC). Access to this site may be slightly delayed during that time.