Siebel Assignment Manager Administration Guide > Assignment Rule Administration for Delegated Assignment > Process of Inheriting and Refining Delegated Assignment Rules >
Applying Criteria Templates to Inherited Assignment Rules
This topic explains how to apply predefined criteria templates to inherited assignment rules using the delegated assignment administration views.
This task is a step in Process of Inheriting and Refining Delegated Assignment Rules and an optional task in Process of Making an Assignment Rule Inheritable.
To apply criteria templates to an assignment rule
- From the application-level menu, choose Navigate > Site Map > Administration - Delegated Assignment > Rule Group Explorer.
- In the Rule Group Explorer, expand the rule group in which the assignment rule resides and you want to apply criteria templates, and then click Rules.
NOTE: Depending on the rule, you may need to navigate down the hierarchy.
- In the My Rule Group Explorer list, drill down on the assignment rule for which you want to apply criteria templates, and then click Create From Templates.
- In the Pick Criteria Templates dialog box, select the rule criterion you want, and click OK.
A new criterion is added to the rule.