Create a data lookup definition record

Data lookup requires a definition record that specifies how to set one or more field values when specified conditions are met.

  1. Navigate to System Policy > Rules > Data Lookup Definitions.
  2. Click New.
  3. Click Data Lookup Rule.
  4. Fill in the fields on the form, as appropriate (see table).
  5. Right-click the form header and click Save.
  6. From the Matcher Field Definitions related list, click New.
  7. Fill in the Matcher Field Definitions fields.
  8. Click Submit.
  9. From the Setter Field Definitions related list, click New.
  10. Fill in the Setter Field Definitions fields.
  11. Click Submit.
  12. Click Update.

    For example, the following data lookup definition assigns incidents to the VIP Issues group based on the Caller field. In addition, the incidents are set to critical or high priority based on the caller.

    Data lookup definition