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Create an assignment rule

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Create an assignment rule

Create an assignment rule and apply it to a single table. Assignment rules are designed to run at the time you open a record.

Before you begin

Role required: assignment_rule_admin or admin

About this task

Figure 1. Example assignment rule
Assignment rule for the networking category
Note: An administrator can configure the form to see all the fields.


  1. Navigate to System Policy > Rules > Assignment and click New.
  2. Complete the form.
    Table 1. Assignment rule form
    Field Description
    Name The descriptive name for the assignment rule.
    Active Specifies whether the assignment rule is active. Only active assignment rules take effect.
    Applies to

    The table with the records that the assignment rule applies to.

    Note: The list shows only tables and database views that are in the same scope as the assignment rule. If you select a custom table that extends the task table, and for the assignment rule to work properly, you must clear the instance cache by navigating to https://<instance_name>
    Note: Clearing the system cache can affect overall performance, and degrade system response times. Do not run cache flushes during business hours, and do not trigger cache flushes automatically.
    Conditions The conditions under which the assignment rule applies. In the example, the assignment rule applies when an incident is in the Network category
    Assign to
    User The user the event is assigned to.
    Group The group the event is assigned to.
    Script A script to specify advanced assignment rule functionality. The current.variable_pool set of variables is available.
    Note: Make sure the input in the script is correct, and that the input type matches the field type in the Assignment Rule script. For example, if the assignment rule script sets the value of an Integer field, and the value in the script is set to String, the assignment rule may yield unexpected results.
    Other fields
    Match conditions Choices are:
    • Any — If any of the conditions are met, assignment rule applies.
    • All — If all the conditions are met, assignment rule applies.
    Execution Order The order in which the assignment rule is processed. If assignment rules conflict, a rule with a lower-order value takes precedence over a rule with a higher value. If the order values are set to the same number, the assignment rule with the first matching condition takes precedence over the others. Only the first assignment rule with a matching condition runs against a record.