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Creating Assignment Workload Distribution Rules

If you prefer to create you own workload distribution rules, in lieu of using the predefined rules, use the following procedure.

NOTE:  When creating your own workload rules, keep in mind that performance may be affected if Assignment Manager is accessing a nonindex column or retrieving the total number of records.

This task an optional step in Process of Defining Assignment Rules and Process of Defining Assignment Workload.

To create assignment workload distribution rules

  1. Navigate to the Administration - Assignment screen > Workload Distribution Rules view.

    NOTE:  If you plan to use the predefined workload rules, skip to Step 4.

  2. In the Workload Rules list, click New.
  3. In the new record, click in the available fields to enter the relevant information for the workload rule.
    1. In the Name field, type a name for the workload rule.
    2. In the Assignment Object field, select the assignment object of the workload rule.

      NOTE:  The workload rule's assignment object must match the assignment rule's assignment object; otherwise, the assignment workload criteria is excluded or a run-time error occurs (dependent on the assignment rule assignment object's Ignore Extra Attributes run-time parameter setting).

  4. With the appropriate workload rule selected, in the Workload Conditions view, click New.
  5. In the new record, click in the available fields to enter the relevant information for the workload conditions.
    1. In the Field field, select a value to define the workload condition.

      The fields that are available depend on the assignment object selected in Step 3.

    2. In the Comparison field, select a comparison method.

      NOTE:  When specifying values for the comparison operands (LIKE, NOT LIKE, IN, NOT IN, and BETWEEN), the Value field must be in a form that the underlying database expects. For more information about operands, see Siebel Developer's Reference.

    3. In the Value field, select a value with which you want to compare the workload condition.

      The values that are available depend on the workload condition selected in Step 3.

      TIP:   If the drop-down arrow does not appear when you select the Value field, you need to enter an appropriate value. For example, if you are creating a workload rule for an Opportunity object and using Position Id as the workload condition, you need to enter the physical ROW_ID of the positions.

NOTE:  If the assignment object selected for the workload criteria is team-based, workload criteria using this workload rule should be associated with an assignment rule only if the workload rule object has the team table (or owner field) referenced by one of its workflow components.

Figure 19 shows an example of creating a workload rule called Example for the Account assignment object. The workload condition requires that the account state equal CA.

Figure 19. Creating Workload Distribution Rules
Click for full size image
Siebel Assignment Manager Administration Guide