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Applying Criteria Templates to Inherited Assignment Rules

This topic explains how to apply predefined criteria templates to inherited assignment rules using the delegated assignment administration views.

This task is a step in Process of Inheriting and Refining Delegated Assignment Rules and an optional step in Process of Making an Assignment Rule Inheritable.

To apply criteria templates to an assignment rule

1. Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view.
2. In the Rule Group Explorer, expand the rule group in which the assignment rule resides and you want to apply criteria templates, and then click Rules.

   NOTE:  Depending on the rule, you may need to navigate down the hierarchy.

3. In the My Rule Group Explorer list, drill down on the assignment rule for which you want to apply criteria templates, and then click Create From Templates.
4. In the Pick Criteria Templates dialog box, select the rule criterion you want, and click OK.

   A new criterion is added to the rule.