Contents Now Platform Administration Previous Topic Next Topic Define assignment rules 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 Define assignment rules The instance can automatically assign a task to a user or group based on pre-defined conditions by using data lookup rules and assignment rules. Assignment lookup rules exampleIn this example, the Data Lookup Plugin assignment lookup rule automatically assigns any incident with the Category of Request and Subcategory of Password Reset to Fred Luddy.Assignment rules moduleThe Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.Condition editor exampleIn this example, the assignment rule uses a condition statement to automatically assign any incident opened in the Network category to the system administrator in the Network assignment group.Data lookup rulesData lookup rules offer a generic way to change any field value, not just assignment fields.Precedence between data lookup, assignment, and business rulesWhen creating new assignment rules, keep in mind that business rules can take precedence over assignment rules in certain circumstances. Data lookup rules take precedence over assignment rules.Workflow assignmentsAn alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.Baseline assignment rules exampleA baseline instance contains certain assignment rules.Create an assignment ruleCreate an assignment rule and apply it to a single table. Assignment rules are designed to run at the time you open a record.Data lookup rulesYou can define an assignment rule with Data Lookup and Record Matching Support. On this page Send Feedback Previous Topic Next Topic
Define assignment rules The instance can automatically assign a task to a user or group based on pre-defined conditions by using data lookup rules and assignment rules. Assignment lookup rules exampleIn this example, the Data Lookup Plugin assignment lookup rule automatically assigns any incident with the Category of Request and Subcategory of Password Reset to Fred Luddy.Assignment rules moduleThe Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.Condition editor exampleIn this example, the assignment rule uses a condition statement to automatically assign any incident opened in the Network category to the system administrator in the Network assignment group.Data lookup rulesData lookup rules offer a generic way to change any field value, not just assignment fields.Precedence between data lookup, assignment, and business rulesWhen creating new assignment rules, keep in mind that business rules can take precedence over assignment rules in certain circumstances. Data lookup rules take precedence over assignment rules.Workflow assignmentsAn alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.Baseline assignment rules exampleA baseline instance contains certain assignment rules.Create an assignment ruleCreate an assignment rule and apply it to a single table. Assignment rules are designed to run at the time you open a record.Data lookup rulesYou can define an assignment rule with Data Lookup and Record Matching Support.
Define assignment rules The instance can automatically assign a task to a user or group based on pre-defined conditions by using data lookup rules and assignment rules. Assignment lookup rules exampleIn this example, the Data Lookup Plugin assignment lookup rule automatically assigns any incident with the Category of Request and Subcategory of Password Reset to Fred Luddy.Assignment rules moduleThe Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.Condition editor exampleIn this example, the assignment rule uses a condition statement to automatically assign any incident opened in the Network category to the system administrator in the Network assignment group.Data lookup rulesData lookup rules offer a generic way to change any field value, not just assignment fields.Precedence between data lookup, assignment, and business rulesWhen creating new assignment rules, keep in mind that business rules can take precedence over assignment rules in certain circumstances. Data lookup rules take precedence over assignment rules.Workflow assignmentsAn alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.Baseline assignment rules exampleA baseline instance contains certain assignment rules.Create an assignment ruleCreate an assignment rule and apply it to a single table. Assignment rules are designed to run at the time you open a record.Data lookup rulesYou can define an assignment rule with Data Lookup and Record Matching Support.
