---
sourceDocument: Australia ServiceNow AI Platform Capabilities
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/servicenow-platform

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Create an Orchestration ROI correlated task rule

# Create an Orchestration ROI correlated task rule {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

The correlated task rule applies configurable conditions to fields in a selected
table that tell the instance which manual tasks correspond to an automation entry
record.

## Vorbereitungen

Role required: orchestration_manager

Before starting this procedure, make
sure you have created [labor rate cards](https://servicenow-prod.fluidtopics.net/4Nhu_eaVs_YlA3iEw~MfZg "Before calculating your Orchestration ROI, you must create labor rate cards for the manual work that would be required to complete the tasks correlated to the ROI calculations.") and the appropriate [automation entry records](https://servicenow-prod.fluidtopics.net/4uEMbKS0uqoC6IsPYNa5RQ "The ROI automation entry record couples the cost of performing a task with the specific workflow that automates the task, for the purpose of calculating the resulting savings.") for the automated tasks you want to
evaluate.

## Warum und wann dieser Vorgang ausgeführt wird

Create conditions that the system can use to correlate manual tasks to the automation entry. For example, a rule on the Incident \[incident\] table uses these conditions to correlate the employee on-boarding task to values configured in the Employee OnBoarding automation entry record:

* \[Subcategory\] \[is\] \[Employee OnBoarding\]
* \[Sort description\] \[contains\] \[new employee\]
{#t_CreateOrchROICorrTaskRule__ul_fwp_vgy_ps}

When a new employee opens an incident to request services or assets which are
typically handled manually, Orchestration applies the usual labor rate for the
manual work to the potential automated solution, and then computes the actual
savings.

## Prozedur

1. Navigate to AllOrchestrationROI Task CorrelationCorrelated Tasks Rules.
2. Click New.
3. Fill in the fields on the form, as appropriate.  
   {#t_CreateOrchROICorrTaskRule__table_t5v_xcs_ps__entry__2}

   | Field | Description |
   |-|-|
   | Automation entry | Automation entry record that correlates to the manual task defined by these conditions. The entry record names the workflow used to automate the task and defines the labor rate used to calculate the cost of the task. |
   | Table | Table to filter, using these conditions. The rule selects records from this table that match the conditions. Information from these records is used to calculate the actual time to perform a manual task and the actual volume for that manual task. |
   | Condition | Condition builder to use to filter records for this table. Use these conditions to identify all manual tasks correlated to this automation entry. |
   | Read-only fields ||
   | Processed on | Date and time that the system performs the matching records lookup. The system automatically searches for new manual tasks matching these conditions. |
   [Tabelle : 1. Automation entry form]

   {#t_CreateOrchROICorrTaskRule__table_t5v_xcs_ps}
4. Select one of these submission options:  
   * Submit: Saves the record to the table without running any calculations.
   * Submit and process now: Saves the record, looks up all matching tasks, and saves matching record information to the Correlated Tasks \[manual_mapping_records\] table.
   {#t_CreateOrchROICorrTaskRule__ul_ct4_xfs_ps}
5. To view a rule, select the link in the Table column of the Correlated Tasks Rules related list for the automation entry you want to see.
6. To view the list of tasks that match all correlated rules in the system, navigate to OrchestrationROI Task CorrelationCorrelated Tasks.
7. To view the list of tasks that match this rule in the system, click Correlated Tasks under Related Links in this form