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.

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Data lookup rules

Data lookup rules

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Data lookup rules

Data lookup rules

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