---
sourceDocument: Xanadu ServiceNow AI Platform Administration
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/platform-administration

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Create an assignment data lookup rule

# Create an assignment data lookup rule {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Automatically assign a record using Data Lookup and Record Matching.

## Before you begin

Role required: assignment_rule_admin or admin

## Procedure

1. Navigate to AllSystem PolicyRulesAssignment Lookup Rules.
2. Select New.
3. On the form, fill in the fields.  
   {#t_DataLookupRule__table_wcv_gqh_fq__entry__2}

   | 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. |
   [Table 1. Assignment Data Lookup fields]

   {#t_DataLookupRule__table_wcv_gqh_fq}
4. Select Submit.

## Result

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 {#t_DataLookupRule__example_pf3_lxk_kyb}

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
**Related concepts**   

* [Assignment rules module](https://servicenow-prod.fluidtopics.net/rR78IoisLlgCOyK3ZOrqOw "The Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.")
* [Data lookup rules](https://servicenow-prod.fluidtopics.net/M~dNIR1lsNC51geTU8yfiQ "Data lookup rules offer a generic way to change any field value, not just assignment fields.")
* [Precedence between data lookup, assignment, and business rules](https://servicenow-prod.fluidtopics.net/hvWUlSrSKDn2adzOkFj6kA "Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.")
* [Workflow assignments](https://servicenow-prod.fluidtopics.net/HahASFLyxHPF_dItxEE_gw "An alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.")  
**Related tasks**   

* [Create an assignment rule](https://servicenow-prod.fluidtopics.net/xe0hjK2CjyaY4TGX~Oj94w "Automatically assign a record according to one or more conditions in an assignment rule. Assignment rules are designed to run at the time you open a record.")  
**Related reference**   

* [Baseline assignment rules example](https://servicenow-prod.fluidtopics.net/CsSPKXDDusnJgP13ayXwuw "A baseline instance contains certain assignment rules.")

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