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Running Assignment Manager in Dynamic Mode

Use Dynamic Assignment to reassign people when changes are made to the assignment objects (such as Account and Service Request). As other users and server programs make changes to the assignment object records, Dynamic Assignment automatically assigns the objects to the appropriate people and organizations.

This section explains how to run Assignment Manager in dynamic mode. The processes described are:

To run Dynamic Assignment, the following server components need to be:

NOTE:  For performance reasons, do not run Dynamic Assignment when running Batch Assignment. Also, do not try to run Dynamic Assignment for a specified rule group. When the Workflow Monitor process starts for Dynamic Assignment, only assignment rules in the Default Group are loaded into memory.

You must run Generate Triggers to create triggers that monitor changes in the database.

NOTE:  To regenerate triggers, you need to run Generate Triggers to remove existing triggers, and a second time to recreate new triggers.

The triggers created by the Generate Triggers server component detect changes in the Siebel database and trigger the Workflow Monitor Agent to alert the Assignment Server. However, triggers generated for Assignment Manager can reference other database columns not associated with assignment rules. It is important to make sure that triggers are generated only for an assignment policy's criteria. Large data loads can experience performance issues otherwise.

To check and edit triggers

  1. Use Siebel Tools, or view the trigger.sql file (/Siebel Root/Siebsrvr/trigger.sql), to examine the appropriate table columns.

    2. For more information, see Siebel Tools Reference.

  2. Disable the inappropriate columns by inactivating the assignment attribute column.

    3. For detailed information, see Disabling an Assignment Attribute.

  3. Drop and regenerate new triggers (see the following section, Generating Triggers).
  4. Recheck the trigger.sql file, to confirm that the trigger is no longer active.

NOTE:  When Dynamic Assignment is running, some users may receive the following error when attempting to modify a record: "The selected record has been modified by another user since it was received. Please continue." This may occur because Assignment Manager updated the record by assigning it while the user was trying to edit it. In this situation, the user's changes may be lost. The solution is to refresh the query and reenter the user's changes.


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003