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Release: Australia · Updated: 2026-06-08 · Official documentation · View source

Assignment rule form

Field descriptions for the Edit assignment rule form, used to define when and how tasks are assigned to a group or user in Core Business Suite.

FieldDescription
NameName of the assignment rule. For example, HR General Case.
Execution orderNumeric value that determines the order in which this rule runs relative to other assignment rules. Lower values run first.
Set to activeWhen selected, the assignment rule is active and applied to incoming tasks.
When to assign
TableTable that the assignment rule applies to. For example, HR Case.
Show labelsDisplays field labels in the condition builder when enabled.
FieldField on the selected table used to evaluate the assignment condition. For example, Assigned to.
OperatorComparison operator applied to the selected field. For example, Is empty.
AND/ORDetermines how multiple conditions are combined. Select AND to require all conditions to be met, or OR to require any one condition to be met.
Who to assign
GroupGroup to assign the task to when the assignment conditions are met. For example, HR Request managers.
UserUser to assign the task to when the assignment conditions are met. Can be used with or without a group assignment.

Parent Topic:Core Business Suite reference