The difference and similarity between assignment rules & matching rules in ServiceNow CSM

[其偉単]

I have already read this page（https://www.servicenow.com/community/developer-forum/assignment-rules-vs-matching-rules/m-p/2747816#...
But still can not understand the difference and similarity between assignment rules & matching rules.

[HIROSHI SATOH · Accepted solution]

I hope this helps.

spect Assignment Rule Matching Rule

Purpose	Automatically assigns records (e.g., cases, incidents) to a user or group based on defined conditions.	Matches records with the most appropriate user or group based on specific criteria.
Use Case	Commonly used in ITSM and CSM for simple automation of task assignment.	Frequently used in HRSD and CSM for complex scenarios requiring skill-based or role-based matching.
Configuration	Configured via the sysrule_assignment table.	Configured via the matching_rule table.
Triggering	Triggered when a record meets the rule’s conditions, often at record creation or update.	Triggered as part of a matching process, either manually or automatically.
Flexibility	Less flexible; mainly used for straightforward assignment tasks.	More flexible; can handle complex criteria for matching.
Dependencies	Typically standalone; does not require other rules or workflows to function.	Often used in conjunction with other workflows and rules for a comprehensive matching process.
Common in	ITSM, CSM	HRSD, CSM

Summary:

• Assignment Rules are used for simpler, more direct task assignments. They are commonly used in ITSM and CSM.
• Matching Rules provide more advanced, criteria-based matching capabilities, particularly in scenarios where specific skills or roles are important. These are often seen in HRSD and CSM.