Contents Now Platform Administration Previous Topic Next Topic Create a data lookup definition record Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share 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. Navigate to System Policy > Rules > Data Lookup Definitions. Click New. Click Data Lookup Rule. Fill in the fields on the form, as appropriate (see table). Right-click the form header and click Save. From the Matcher Field Definitions related list, click New. Fill in the Matcher Field Definitions fields. Click Submit. From the Setter Field Definitions related list, click New. Fill in the Setter Field Definitions fields. Click Submit. 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 definitions fieldsThese fields are on the data lookup definition.Matcher field definitions fieldsThe matcher field definitions determine when a data lookup occurs.Setter field definitions fieldsThe setter field definitions determine what fields the data lookup changes when the matching conditions are true.Previous TopicAdd a data lookup value to the data lookup tableNext TopicCreate a data lookup module On this page Send Feedback Previous Topic Next Topic
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. Navigate to System Policy > Rules > Data Lookup Definitions. Click New. Click Data Lookup Rule. Fill in the fields on the form, as appropriate (see table). Right-click the form header and click Save. From the Matcher Field Definitions related list, click New. Fill in the Matcher Field Definitions fields. Click Submit. From the Setter Field Definitions related list, click New. Fill in the Setter Field Definitions fields. Click Submit. 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 definitions fieldsThese fields are on the data lookup definition.Matcher field definitions fieldsThe matcher field definitions determine when a data lookup occurs.Setter field definitions fieldsThe setter field definitions determine what fields the data lookup changes when the matching conditions are true.Previous TopicAdd a data lookup value to the data lookup tableNext TopicCreate a data lookup module
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. Navigate to System Policy > Rules > Data Lookup Definitions. Click New. Click Data Lookup Rule. Fill in the fields on the form, as appropriate (see table). Right-click the form header and click Save. From the Matcher Field Definitions related list, click New. Fill in the Matcher Field Definitions fields. Click Submit. From the Setter Field Definitions related list, click New. Fill in the Setter Field Definitions fields. Click Submit. 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 definitions fieldsThese fields are on the data lookup definition.Matcher field definitions fieldsThe matcher field definitions determine when a data lookup occurs.Setter field definitions fieldsThe setter field definitions determine what fields the data lookup changes when the matching conditions are true.Previous TopicAdd a data lookup value to the data lookup tableNext TopicCreate a data lookup module