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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > Process of Defining Assignment Policies for Dynamic Assignment >
Creating Assignment Policies for Dynamic Assignment
Assignment policies are specialized workflow policies used for dynamic assignment. Siebel applications include predefined assignment policies for each of the predefined assignment objects. You should use these predefined policies for setting up dynamic assignment, however, you can create new assignment policies. NOTE: If you create a new assignment object for dynamic assignment, you must also create a new assignment policy for that object.
The following tasks are one step in Process of Defining Assignment Rules. Use the following procedures to create new assignment policies for dynamic assignment. To create an assignment policy for dynamic assignment
- Navigate to the Administration - Assignment screen > Assignment Policies view.
- In the Assignment Policies list, click New.
- In the new assignment policy record, enter the relevant information.
Table 32 shows the predefined assignment policy fields.
Table 32. Assignment Policy Fields
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Name |
The name of the assignment policy. |
Workflow Object |
The assignment object to which the assignment policy belongs. |
Policy Group |
The workflow group for the assignment policy. The default for the predefined assignment policies is Assignment Group. Any new policies you create for use with Assignment Manager should use the Assignment Group policy group. It is recommended that you do not change the policy group for assignment policies. However, if you find a need to do so, you should regenerate triggers after making the change. For more information about regenerating triggers, see Siebel Business Process Designer Administration Guide. CAUTION: Assign a policy group to only one Workflow Monitor Agent. Multiple Workflow Monitor Agents running the same policy group cause unpredictable completion times and possible multiple actions created for one trigger. For more information on Workflow Monitor Agents, see Siebel Business Process Designer Administration Guide.
|
Activation |
The start date of the assignment policy. |
Expiration |
The end date of the assignment policy. |
NOTE: By default, every assignment policy has an action. Use the following procedure only if you accidentally remove an action or create a new assignment policy. In addition, you should not associate customized workflow actions with assignment policies. For more information about workflow actions, see Siebel Business Process Designer Administration Guide.
To create an action for an assignment policy for dynamic assignment
- With the newly created assignment policy still selected, in the Actions list, click New.
- In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
NOTE: It is recommended that you use the Assignment Request (In Process) workflow policy action because the Assignment Request action might cause performance problems. If you do choose to use the Assignment Request action, make sure the AsgnSrvr process is available and online.
- In the Assignment Mode field, click the down-arrow button and select MatchAssign.
- (Optional) Add a sequence number, if so desired.
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