Bookshelf v7.5: Creating Assignment Rules to Assign Two Objects

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Creating Assignment Rules to Assign Two Objects

In some cases, you may want to create an assignment rule that assigns candidates to two objects while using only one object's criteria. This section 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.

To define an assignment rule for two objects using one assignment criteria

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 Defining Server Key Maps.

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 Phase 1: Creating a Workflow Policy Component for Both Objects.

Map the workflow policy component you created with the column.

For information on mapping a workflow policy column, see Phase 2: Mapping a Column to the Workflow Policy Component.

Map the workflow policy component you created to the assignment attribute.

For information on mapping a workflow policy component to assignment attributes, see Phase 3: Mapping the Workflow Policy Component to the Assignment Attribute.

Figure 45 shows an example of defining an assignment rule for the Account and Opportunity objects using only the Lead Quality Code assignment criteria.

Figure 45. Example of Defining an Assignment Rule for Two Objects Using One Assignment Criteria

Siebel Assignment Manager Administration Guide
Published: 18 June 2003