Create an assignment data lookup rule

Administer the Now Platform > Configure Now Platform Core Features > Now Platform tables and data > Using the Task table >

Automatically assign a record using Data Lookup and Record Matching.

Role required: assignment_rule_admin or admin

Navigate to All > System Policy > Rules > Assignment Lookup Rules . Select New . On the form, fill in the fields. Table 1. Assignment Data Lookup fields Field Description Category The category the data lookup matches against. Subcategory The subcategory the data lookup matches against. Configuration item The configuration item the data lookup matches against. Location The location the data lookup matches against. Assignment group The assignment group to assign the incident to. Assigned to The user to assign the incident to. Active Option to run the rule or deactivate the rule. Order Order in which the rule runs compared to other rules on the same table. The Data Lookup Plugin runs the rule with the lowest order and matching values.

Select Submit .

The rule assigns incidents to the values in the Assignment Group and Assigned To fields based on the values selected in the Category , Subcategory , Configuration Item , or Location fields. A valid assignment lookup rule requires at least one matcher field and one setter field.

Assignment Data Lookup In this example, the Assignment Data Lookup rule automatically assigns any incident with the Category of Inquiry/Help and Subcategory of Email to Fred Luddy. Figure 1. Assignment data lookup

Parent Topic: Define assignment rules

Related concepts Assignment rules module Data lookup rules Precedence between data lookup, assignment, and business rules Workflow assignments

Related tasks Create an assignment rule

Related reference Baseline assignment rules example