Data lookup rules

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Data lookup rules offer a generic way to change any field value, not just assignment fields.

    Data lookup and record matching support offer the following improvements over the Assignment module:
    • Ability to change any field value not just an assignment field
    • More options to define when a rule runs:
      • On form change (Allows assignment rules to apply to unsaved changes on a form)
      • On record insert
      • On record update
    • Option to replace existing values (including default values)
    Note:
    You can define data lookup and Assignment rules at the same time. The system ignores any duplicate rules after an incident has been assigned unless you are using a data lookup definition option to replace existing values.