Add or modify a matching rule

You can add or modify a matching rule to assign HR cases to specific users or groups.

始める前に

Role required: sn_hr_core.admin

手順

1. Navigate to All > HR Administration > Assignment Rules > HR Matching Rules.
2. Complete or edit the form.

   表 : 1. Matching Rules form

   Field	Description
   Name	Descriptive name for the HR matching rule.
   Execution Order	Order in which the rule processes. Rules with lower-order numbers are processed first. If a rule is applied, the rules with a higher-order number are not processed. For example, a matching rule with order 100 states to assign the case to an agent with the specified skill. Matching rule with order 200 states to assign the case to the group HR. If a group has the specified skill, then it is assigned. If not, then the second rule runs and assigns it to HR.
   Active	Check box that specifies the rule is in use.
   Applies To
   Table	Table with the records that the matching rule applies to. Default is the HR Task [hr_task] table.
   Conditions	Conditions in which the matching rule applies. 注: When defining conditions like case sensitivity or null values, see API GlideFilter - Scoped, Global.
   Resource
   Matching	Indicates the option to match the rules. Default is Scripted.
   Script	Script to define advanced matching rule functionality. Current.variable_pool set of variables is available. 注: Two example scripts are provided as a comment. You can modify either script or use the information as a starting point for your own script. Remove the examples when you are finished.

3. Submit the HR case.
4. Reopen the case and check that the correct matching information was added.