Assignment Rules VS Matching Rules

G24
Kilo Sage

‎11-29-2023 02:56 PM

Can someone explain the difference between "Assignment Rules" and "Matching Rules"?

 

Tables: sysrule_assignment and matching_rule

 

Are they BOTH strictly necessary?  Is one slowly replacing the other?

 

I see the documentation here but I'm still pretty confused as to the difference.

 

Learned about these tables in the context of studying for the HRSD Implementation exam.  Thanks. 

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其偉単
Tera Expert
In response to Dipen Wadhwana

‎08-19-2024 11:30 PM

Thank you. I think your answer is the best of all. Now I know what assignment rules and matching rules. But what is the difference between them?

0 Helpfuls

Manish Singh2
Tera Contributor
In response to 其偉単

‎09-02-2025 08:15 PM - edited ‎09-02-2025 08:22 PM

@其偉単 What I can see a main difference is Assignment Rules is available for all modules for to create the Routing rules & Matching rules is available for few modules I.e HR, CSM, SecOps to setup dynamically assigning cases and tasks to the most appropriate users or groups.

 

Kind regards,

Manish