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Defining Assignment Rules to Use a Single Criterion for Multiple Objects
In some cases, you may want to create an assignment rule that assigns candidates to two or more objects while using only one object's criteria. This topic uses a specific scenario as an example in which you create an assignment rule to use only an Opportunity criteria to assign candidates to both the Opportunity and Account objects. This rule can be used to assign candidates to opportunities and their associated accounts.
To create assignment rules that assign two objects using only one object criteria, you need to create and map workflow policy components using Siebel Tools after defining the assignment rule.
To define an assignment rule to use a single criterion for multiple objects
- Create an assignment rule and specify the assignment objects that are assigned using this rule.
For this example, create an assignment rule called Account/Opportunity and add the Account and Opportunity objects to this rule. For more information about creating assignment rules, see Creating Assignment Rules.
- Create an assignment criteria that applies to only one of the assignment objects in this assignment rule.
For this example, configure the Lead Quality Code assignment criteria (an Opportunity object criteria). For more information on creating assignment criteria, see Creating Assignment Rules.
- After the assignment rule is defined, create a workflow policy component that maps to both objects.
For information on creating a workflow policy component, see Process of Using a Single Criterion for Multiple Objects.
- Map the workflow policy component you created with the column.
For information on mapping a workflow policy column, see Mapping Assignment Attribute Columns to an Assignment Object and a Workflow Policy Component Column.
- Map the workflow policy component you created to the assignment attribute.
For information on mapping a workflow policy component to assignment attributes, see Mapping Assignment Attribute Columns to an Assignment Object and a Workflow Policy Component Column.
Figure 8 shows an example of defining an assignment rule for the Account and Opportunity objects using only the Lead Quality Code assignment criteria.