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Data lookup and record matching support

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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.

Note: Activating the Data Lookup and Record Matching Support plugin replaces the calculatePriority business rule with a priority data lookup definition, but does not transfer any custom logic. If you manually activate the plugin, you must recreate any custom business logic that uses the priority lookup rules.