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Siebel Assignment Manager Administration Guide > Basic Assignment Manager Configuration > Process of Creating Assignment Criteria for Use in Assignment Rules > Creating Assignment CriteriaAssignment criteria define an object and are used in assignment criteria records in assignment rules. After you create and recompile an assignment criteria object definition in Siebel Tools, it becomes available for selection from the Criteria list column picklist in assignment criteria records in Siebel applications. For static assignment, you use the Assignment Criteria object properties to specify the criteria name (internally and as displayed) and to configure skill tables. However, most of the behavior of assignment criteria is configured in the assignment criteria attribute children. For dynamic assignment, you use special team-based criteria. For more information about criteria for dynamic assignment, see Examples of Dynamic Candidate Assignment. An assignment criteria can consist of one or more assignment attributes, such as the criteria Account City, Account State, and Account Country. These assignment attributes are grouped as assignment criteria. In this case, a single criterion, called a composite criterion, includes three assignment attributes. To add or change drop-down fields that define assignment criteria in an assignment rule, you should define or modify assignment criteria. Assignment criteria attributes enumerate assignment attributes for the assignment criteria. The Criteria list column in an assignment criteria record specifies the assignment criteria that is tested for a match against one or more attributes of the assignment object or candidate. For example, in an assignment criteria that determines whether the state is California, the assignment item would be State, Home State, or Account State, and the value California (CA) would be specified in a child value record. When you click the drop-down arrow button in the Criteria list column for an assignment rule, a picklist appears for selection of an assignment criteria. The picklist lists the available assignment criteria (assignment criteria object definitions in the repository). When you select an assignment criteria, its name is stored in the Criteria Name field in the current Assignment Rule business component record. This task is one step in Process of Creating Assignment Criteria for Use in Assignment Rules.
The assignment criteria object definition has two properties to specify the name (internally and as displayed) and two properties that are used to configure skill tables (Employee Skill and Use Expertise). Most of the behavior of an assignment criteria is configured in the assignment criteria attribute children. Table 11 shows some of the properties of the assignment criteria object type.
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Siebel Assignment Manager Administration Guide |