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Dynamic candidates are potential assignees for objects and behave in the same manner as static candidates. When processing rules, Assignment Manager determines candidates based on the value in the Person Candidates Source or Organization Candidates Source field on the assignment rule.
For example, if you associate an activity with an asset, and that asset has a team of employees, you can configure Assignment Manager to automatically consider this team of employees for the activity and have the same employees available as potential candidates for other activities. The employees are connected to the activity through the asset and are known as dynamic candidates. The team of employees associated with the asset is known as the candidate table because this is the database table where the candidates are stored. In this example, the only potential candidates are the employees that are associated with the asset that is associated with the activity.
NOTE: Prior to version 7.8, Candidate Table was known as Team Table. The two terms are synonymous, that is, the table that contains the dynamic candidates. For example, the S_ASSET_EMP table is the candidate table (team table) for the dynamic candidate Activity Asset Team.
By default, the Activity assignment object is preconfigured for two dynamic candidate teams—Activity: Account Team and Activity: Asset Team. For the Activity Asset Team, Assignment Manager dynamically determines the potential activity assignees (candidates) from the dynamic candidate configuration, that is, it joins the activity to the asset and retrieves employees associated with that activity's asset. The potential candidates are the group of employees for that particular activity record. However, the potential candidates can change from activity to activity.
For example, if you have two activities with different assets and employees as shown in Table 37, the resulting potential candidates for assignment are a union of the employees for each activity. In this example, the potential candidates are:
Using Siebel Tools, you can configure dynamic candidates for other assignment objects. For more information about configuring assignment objects for dynamic candidates, see Process of Defining Dynamic Candidates.
|Siebel Assignment Manager Administration Guide|