Data lookup rules

Data lookup rules offer a generic way to change any field value, not just assignment fields.

Data lookup rules 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.