Set assignment rules in CBS

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

Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.

Before you begin

Role required: sn_cbs.admin

About this task

Assignment rules are available by default for all business units. The default setting is inactive. Mark the default configuration as Active for the business units you require.

Procedure

Navigate to Admin Home > Core Business Suite and select Configure on the Product Hub page.
In the Configuration Summary section, go to the Assignment Rules section of the business unit you want to configure, such as Human Resources.
In the Active list, set the default assignment rules you plan to use for that business unit to true.
Select a default assignment rule to open and edit it.
On the Edit assignment rule form, fill in the fields and select Save.

For a description of the field values, see Assignment rule form.
On the Assignment Rules page, select Add New to create a custom rule.

Result

Assignment rules are configured for the required business units in CBS.

Parent Topic:Configure Core Business Suite

Keywords assignment rulesCBSconfigure

49 lines · 2.0 KB Wrap lines

---
title: Set assignment rules in CBS
description: Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/core-business-suite/set-assignment-rules-cbs.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [assignment rules, CBS, configure]
breadcrumb: [Configure, Core Business Suite]
---

# Set assignment rules in CBS

Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.

## Before you begin

Role required: sn\_cbs.admin

## About this task

Assignment rules are available by default for all business units. The default setting is inactive. Mark the default configuration as **Active** for the business units you require.

## Procedure

1. Navigate to **Admin Home** &gt; **Core Business Suite** and select **Configure** on the Product Hub page.

2. In the **Configuration Summary** section, go to the **Assignment Rules** section of the business unit you want to configure, such as Human Resources.

3. In the **Active** list, set the default assignment rules you plan to use for that business unit to **true**.

4. Select a default assignment rule to open and edit it.

5. On the Edit assignment rule form, fill in the fields and select **Save**.

For a description of the field values, see [Assignment rule form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/assignment-rules-cbs.md).

6. On the Assignment Rules page, select **Add New** to create a custom rule.

## Result

Assignment rules are configured for the required business units in CBS.

**Parent Topic:**[Configure Core Business Suite](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/configure-cbs.md)