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Setting the Lock Assignment Default Value for Activity Assignment Objects

Assignment objects contain a lock assignment feature that, when activated by checking the Lock Assignment column on the assignment object's list applet in Siebel Tools, prevents Siebel Assignment Manager from assigning or reassigning a position or candidate to that object. You can use this feature to exclude an object (such as Account or Opportunity object) from being reassigned by Assignment Manager. By setting the column defined in the Exclude Column for the assignment object, Assignment Manager excludes (ignores) the object for assignment.

The Lock Assignment parameter for activity objects is, by default, set to TRUE. This setting does not allow Assignment Manager to assign these objects. Therefore, Assignment Manager does not assign activity records.

However, the Field Service Activity object is the one exception and is, by default, available for assignment (the Lock Assignment parameter is set to FALSE). Other activity objects must have the Lock Assignment parameter set to FALSE or NULL for assignment to occur. (The lock assignment feature for activity records, except those for Siebel Field Service, defaults to Y.)

The behavior for the Field Service Activity object is due to a setting in the Post Default Value property for the Action business component's Assignment Excluded field (Business Component, then Field, then Assignment Excluded). The value in the property is:

Expr: "If ([Class] = LookupValue(""FS_ACTIVITY_CLASS"", ""Field Engineer Activity"") OR [Class] = LookupValue (""FS_ACTIVITY_CLASS"", ""Repair Activity"") OR [Class] = LookupValue(""FS_ACTIVITY_CLASS"", ""Preventive Maintenance""), ""N"", ""Y"")"

Using Siebel Tools, you can implement assignment of all types of activities by setting the default value of the Assignment Excluded field to FALSE at the business component level.

The following procedure explains how to set the Lock Assignment default value so that Assignment Manager assigns activity objects. A similar procedure can be used for other assignment objects.

To set the lock assignment default value to assign activity objects

  1. Start Siebel Tools.
  2. In the Object Explorer, expand the Business Component object.
  3. In the Business Components list, select Action.
  4. In the Object Explorer, click Field.
  5. In the Fields list, select Assignment Excluded, and change the Post Default Value field to N.
  6. Check in the changes to the server.

    For more information about checking in changes, see Using Siebel Tools.

  7. Recompile the siebel.srf file.

    For more information about recompiling the siebel.srf file, see Updating Your Siebel Assignment Manager Deployment with New Configurations.

  8. Make sure that all Siebel clients that create activity records have the new siebel.srf file by copying the newly compiled siebel.srf file to:
    • For Siebel Server (for Siebel Web Clients), the objects\language directory, where language is the appropriate language code, such as ENU for U.S. English.
    • For Siebel Developer Web Clients, the objects\language directory, where language is the appropriate language code, such as ENU for U.S. English.

      NOTE:  This step applies only to the Siebel Web Client or Developer Web Client.

Assignment Manager now assigns activity records based on the defined assignment rules.

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