March 29, 2021
Introducing Sync Rules that allow you to define rules to perform various actions on CIs and their relationships based on the data available in Assets and Software Installations. You can define rules for the following actions.
- Filter the assets or software installations and automatically add, remove, or update corresponding CI records.
- Link CI records with respective assets or software installations.
- Keep the data synchronized between CIs and their linked Asset or Software Installation records using field mapping.
- Add or remove relationships between CIs based on the field values available in the linked Asset or Software Installation records.
To define a sync rule, go to Setup >> Customization >> CI Types, choose the preferred CI Type or create a new one and then select Sync Rules.