Assignment rule form

reference australia Updated Sep 10, 2026 1 min read assignment-rules-cbs.md
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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.

Field Description
Name Name of the assignment rule. For example, HR General Case.
Execution order Numeric value that determines the order in which this rule runs relative to other assignment rules. Lower values run first.
Set to active When selected, the assignment rule is active and applied to incoming tasks.
When to assign
Table Table that the assignment rule applies to. For example, HR Case.
Show labels When enabled, displays field labels in the condition builder.
Field Field on the selected table used to evaluate the assignment condition. For example, Assigned to.
Operator Comparison operator applied to the selected field. For example, Is empty.
AND/OR Toggle that controls 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
Group Group to assign the task to when the assignment conditions are met. For example, HR Request managers.
User User 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

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