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Mapping Assignment Attribute Columns to an Assignment Object and a Workflow Policy Component Column

An assignment attribute column is a child object type of the Assignment Attribute object in Siebel Tools as shown in Figure 2. The parent assignment attribute is an abstract logical attribute to test for a value match, and attribute columns provide mapping of assignment attributes to workflow policy component columns. Workflow policy component columns define the column and the table name from where Assignment Manager retrieves the data for the attribute from the database. The same assignment attribute can be used for different assignment objects. For example, consider the Account State criterion. You can apply this criterion to many assignment objects. For account objects, it means the physical state in which the account resides. For opportunity objects, it might be the state value for the accounts associated with a specific opportunity. In these instances, you define multiple assignment attribute columns for the Account State attribute and define the assignment object and the workflow policy component column to indicate where to get the data.

An assignment attribute can have multiple attribute columns for the same assignment object. For example, for the Opportunity assignment object, Account City could either mean the primary city associated with the opportunity itself or the primary city associated with the account associated to the opportunity. In this instance, the Account City assignment attribute has two attribute column records for the Opportunity assignment object. You should also define the Sequence property on the assignment attribute column object. The sequence determines the order in which the data is retrieved in the event there are multiple attribute columns for the same attribute for the same assignment object.

An assignment attribute column object definition maps an assignment attribute to an assignment object and a workflow policy component column, as shown in Figure 3. These mappings set up value matching within the assignment object and workflow policy object for criteria that use the parent assignment attribute.

The parent assignment attribute is an abstract logical attribute to test for a value match, which you can specify in an assignment criteria. The child assignment attribute columns specify the actual mappings to assignment objects and workflow policy component columns. Each assignment attribute column can specify a different assignment object to search, or a different attribute within the same assignment object.

This task is one step in Process of Creating Assignment Criteria for Use in Assignment Rules.

To map assignment attributes to an existing assignment object

1. Start Siebel Tools.
2. In the Object Explorer, expand the Assignment Attribute object, and select the Assignment Attribute Column object.
3. In the Assignment Attributes window, select the assignment attribute for which you want to map the logical location in the database schema.
4. Lock the project for the object by choosing Tools > Lock Project (or Alt+L).

   The pencil icon appears in the W field to indicate the project for the object is locked.

5. In the Assignment Attribute Columns window, choose Edit > New Record.
6. Configure the assignment attribute object by setting values in the appropriate fields.
   1. In the Name field, type the name of the new assignment attribute column.
   2. In the Assignment Object field, select an assignment object to which the assignment attribute is applied.
   3. In the Workflow Policy Component field, select a workflow policy component to which the workflow policy object is applied.
   4. In the Workflow Policy Component field, select a workflow policy component column to which the workflow policy component is applied.
   5. In the Sequence field, type in a sequence value.

      For descriptions of these properties, see Table 10.

7. Update the siebel.srf file and run various server administration tasks.

   For instructions on updating your deployment with the new configurations, see Updating Your Assignment Manager Deployment with New Configurations.

Table 10 shows some of the properties of the Assignment Attribute Column object type.