Baseline assignment rules example
-
- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Table Administration
A baseline instance contains certain assignment rules.
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.
- Precedence between data lookup, assignment, and business rules
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.
- 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.
- 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.