Data lookup and record matching support
-
- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Platform Field Administration
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
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.