Precedence between data lookup, assignment, and business rules
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- UpdatedJan 30, 2025
- 2 minutes to read
- Yokohama
- Table Administration
Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.
- Before business rules: Scripts configured to execute before the database operation with an order less than 1000.
- Before engines. The following are not executed in any specific order:
- Approval engine (for task and sys_approval_approver tables)
- Assignment rules engine (for task tables)
- Escalation engine
- Data policy engine
- Field normalization engine
- Role engine - keeps role changes in sync with sys_user_has_role table (for sys_user, sys_user_group, sys_user_grmember, and sys_user_role tables)
- Execution plan engine (for task tables)
- Update version engine - creates version entry when sys_update_xml entry is written (for sys_update_xml table)
- Data lookup engine inserts or updates
- Workflow engine (for default workflows)
- Before business rules: Scripts configured to execute before the database operation with an order greater than or equal to 1000.
- The data base operation (insert, update, delete).
- After business rules: Scripts configured to execute after the database operation with an order less than 1000.
- After engines. The following are not executed in any specific order:
- Label engine
- Listener engine
- Table notifications engine
- Role engine - keeps role changes in sync with sys_user_has_role table (for sys_user, sys_user_group, sys_user_grmember and sys_user_role tables)
- Text indexing engine
- Update sync engine
- Workflow engine (for deferred workflows)
- Trigger engine (for all Workflow Studio flows)
- Email notifications. The following are executed based on the weight of the notification record:
- Notifications sent on an insert, update, or delete
- Event-based notifications
- After business rules (Only active records). Scripts configured to execute after the database operation with an order greater than or equal to 1000.
Related Content
- Assignment rules module
The Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.
- Data lookup rules
Data lookup rules offer a generic way to change any field value, not just assignment fields.
- Workflow assignments
An 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 example
A baseline instance contains certain assignment rules.
- Create an assignment rule
Automatically assign a record according to one or more conditions in an assignment rule. Assignment rules are designed to run at the time you open a record.
- Create an assignment data lookup rule
Automatically assign a record using Data Lookup and Record Matching.
- Business rules