is Assignment Data Lookups rule applicable for incident only?

vits18735a0
Tera Contributor

i am trying to add the assignment rule fot incident and problem 

scenario: if categeory is hardware, subcatageory is keyboard than assignment group need to hardware and assigned to is itil user. 

based on this i created the assignment lookup rule, and it is working fine for incident but in problem form it is not working 

vits18735a0_0-1751775586500.png

 

is it because of the there is no relation b/w the two field? 
both assignment  group and assigned to are from task table only. than it should work right.

1 ACCEPTED SOLUTION

Chaitanya ILCR
Kilo Patron

Hi @vits18735a0 ,

 

you would have to do some work for this to work on problem or any other table for that matter

you need to perform below steps

OOB there is assignment data lookup table for the problem table 

you have to create one for problem

 

You can refer how it is implemented for incident table

 

1.Create table extending Data Lookup Matcher Rules

ChaitanyaILCR_1-1751777652513.png

2. Add field category, subcategory, Assigned to, Assignment group 

if you want to lookup based on the cmdb_ci and any other fields you can add it as new field in the new table

 

I've to add category, subcategory, assigned to and assignment group

 

Better use the choice table as problem table and field as respective field (you can add choices to the field but it's obvious choices in future if you want to add new choice in the problem table field you don't have to add it here it will reflect automatically otherwise you have to maintain it)

this is for category do the same for subcategory

 

ChaitanyaILCR_3-1751777904157.png

ChaitanyaILCR_4-1751778095262.png

 

ChaitanyaILCR_6-1751778683256.png

ChaitanyaILCR_0-1751779039897.png

 

 

now go to data lookup definitions module and create a new record 

ChaitanyaILCR_5-1751778488515.png

source table = problem

matcher table = <put new table name>

ChaitanyaILCR_7-1751778818147.png

 

4. In the related list matcher field definitions set the fields as highlighted

example: subcategory do the same with category

ChaitanyaILCR_1-1751779183621.png

 

5. in the setter field definitions related list create new record set the setter field (I have added for assignment group do the same with assigned to)

ChaitanyaILCR_2-1751779242165.png

 

With this perquisite for assignment lookup rules set up for the problem table is complete

 

6. now go the new table that was created in the step1

put the <table_name>.list in the application navigator

and create records

ChaitanyaILCR_3-1751779499063.png

add the matching fileds(category and subcategory to match and setter field assigned to or assignment group to set the value on problem record)

ChaitanyaILCR_4-1751779581068.png

 

and go the problem table and test it by setting category and subcategory selected in the above step the assigned to will be populated

 

ChaitanyaILCR_5-1751779849060.png

 

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

 

 

 

 

 

 

 

 

View solution in original post

4 REPLIES 4

prerna_sh
Mega Sage

Hi @vits18735a0 

 

It works for problem as well, Check OOB Data Lookup rules defined or not, you need to define Data lookup rule as well.
Alternatively, you can try "Assignment rule" if you only want to set "Assignment group" and "assigned to".

Below given reference link might be helpful:
Why Assignment Datalookup rules bringing wrong data though there is a matching category/sub-category...

If my response solves your query, please marked helpful by selecting Accept as Solution and Helpful. 
Thanks,
Prerna

Chaitanya ILCR
Kilo Patron

Hi @vits18735a0 ,

 

you would have to do some work for this to work on problem or any other table for that matter

you need to perform below steps

OOB there is assignment data lookup table for the problem table 

you have to create one for problem

 

You can refer how it is implemented for incident table

 

1.Create table extending Data Lookup Matcher Rules

ChaitanyaILCR_1-1751777652513.png

2. Add field category, subcategory, Assigned to, Assignment group 

if you want to lookup based on the cmdb_ci and any other fields you can add it as new field in the new table

 

I've to add category, subcategory, assigned to and assignment group

 

Better use the choice table as problem table and field as respective field (you can add choices to the field but it's obvious choices in future if you want to add new choice in the problem table field you don't have to add it here it will reflect automatically otherwise you have to maintain it)

this is for category do the same for subcategory

 

ChaitanyaILCR_3-1751777904157.png

ChaitanyaILCR_4-1751778095262.png

 

ChaitanyaILCR_6-1751778683256.png

ChaitanyaILCR_0-1751779039897.png

 

 

now go to data lookup definitions module and create a new record 

ChaitanyaILCR_5-1751778488515.png

source table = problem

matcher table = <put new table name>

ChaitanyaILCR_7-1751778818147.png

 

4. In the related list matcher field definitions set the fields as highlighted

example: subcategory do the same with category

ChaitanyaILCR_1-1751779183621.png

 

5. in the setter field definitions related list create new record set the setter field (I have added for assignment group do the same with assigned to)

ChaitanyaILCR_2-1751779242165.png

 

With this perquisite for assignment lookup rules set up for the problem table is complete

 

6. now go the new table that was created in the step1

put the <table_name>.list in the application navigator

and create records

ChaitanyaILCR_3-1751779499063.png

add the matching fileds(category and subcategory to match and setter field assigned to or assignment group to set the value on problem record)

ChaitanyaILCR_4-1751779581068.png

 

and go the problem table and test it by setting category and subcategory selected in the above step the assigned to will be populated

 

ChaitanyaILCR_5-1751779849060.png

 

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

 

 

 

 

 

 

 

 

Chai Maddula
Giga Guru

Hi @vits18735a0 

 

I suggest use Assignment rules instead Assignment Data lookup. you can choose the table in assignment rules in which table you want to apply this rule. Change the Table name to Problem in Applies to tab.

 

ChaiMaddula_0-1751784830631.png

 

Default Behavior : Out of the box, Assignment Data Lookup (ADL) rules are preconfigured only for the Incident table (incident), especially in older versions of ServiceNow.
However… ADL Rules Are Reusable Across Tables, You can absolutely configure Assignment Data Lookup Rules for other tables such as:
sc_req_item (Requested Item)
problem
change_request
case (in CSM)
Custom tables

The key is You must define the lookup rule for that table (sys_lookup_rule)

1. Create and populate the lookup entries (sys_lookup) with matching conditions
2. Make sure the rule is active and the "Assignment lookup" business rule exists or is reused/duplicated for that table

 

If my response solves your query, please marked helpful by selecting Accept as Solution and Helpful

Mohammad Danis1
Giga Guru

@vits18735a0 
No, Assignment Data Lookup Rules in ServiceNow are not only applicable to incidents. While the most common use case for Assignment Data Lookup Rules is for incidents, these rules are more generally applicable across several other tables and modules in ServiceNow.

@vits18735a0 ,Check if there are any Business Rules or UI Actions configured on the Problem record that might be interfering with the assignment.

Regards,
Mohammad Danish