Data lookup rules

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • 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)
    주:
    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.