Define criteria to automatically link discovered configuration items (CIs) to existing assets in IT Asset Management. Create global rules that apply to a parent CI hierarchy, or create specific rules for individual CI types. Setting up a global rule follows the same steps as creating a specific rule.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service that have CMDB and Service Graph enabled. |
To create an asset matching criteria rule:
-
From the App Launcher, find, and select CMDB and Service Graph.
- From the navigation panel, select CI Type Manager.
- Select the CI type.
- To create a rule for a specific item type, expand the hierarchy, and select a child CI type, such as Workstation.
- Click the Rules tab, and then click Asset Matching Criteria.
- Turn on Track as Assets.
- Click Add Rules.
- Set the Asset Field, Operator, and CI Field.
- Click Save.
