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Creating Criteria Values

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This section explains how to create criteria values. Each assignment criteria uses different predefined criteria values. You determine the number of criteria values and define each value by setting assignment attributes (shown as fields in the Values list applet). For more information on criteria values, see Criteria Values.

NOTE:  Only assignment criteria that use the Compare to Object, Compare to Person, or Compare to Organization comparison methods use criteria values. Criteria value scores are calculated only for criteria that use the Include inclusion method.

To create criteria values

With the appropriate assignment criterion selected in the Criteria list (View > Site Map > Assignment Administration > Assignment Rules > Criteria), scroll down to the Values list.
In the Values list, click New.
In the new record, click in the available fields to enter the relevant information.

NOTE:  The assignment attributes for criteria values that are available differ depending on the assignment criterion you select in Step 1.

Table 21 shows examples of assignment attributes for the assignment criteria created in the last section.

Table 21.  Available Assignment Attributes

Criteria Value	Example
Score	10 5
Product Defect Priority	1—Very High 2—High

NOTE:  It is possible to create duplicate criteria values for an assignment criteria. If both criteria values use scores in this case, then both scores are added to the assignment criteria if the criteria value passes. This can happen when you create criteria values that use ranges (such as criteria values for the Revenue assignment criteria).

Wildcard characters can also be used when defining specific criteria values. This option allows for a greater range of assignment object matches. For example, if you create an assignment rule for Account objects with the Account City as assignment criteria, the corresponding criteria value City can be defined as A*. This setting matches Accounts in cities beginning with the letter A.

If a criteria value includes special characters "?", "*", and "\" that are used as literals, the escape identifier character (\) must be added before the special character in the value field. For example, the criteria value Tri*Laptop is entered into the Values field as Tri\*Laptop.

Criteria values that include alphanumeric entries are stored as string values. These values are sorted lexicographically, that is, in dictionary order, when determining specific ranges for assignment rules. For example, the value AB10 is sorted between AB1 and AB9 even though you may require AB10 placed greater than AB9.

Figure 30 shows an example of creating a Product Defect Priority criteria value using the procedure To create criteria values and the values in Table 21.

Figure 30.  Example of Creating Criteria Values

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