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Creating Assignment Criteria Attributes for Assignment Criteria

An assignment criterion includes one or more assignment criteria attributes, stored as object definitions for child assignment criteria attributes. Assignment criteria attributes are implemented as object definitions of the assignment criteria attribute object type. Assignment Criteria Attribute is a child object type of Assignment Criteria, as shown in Figure 18.

The set of assignment criteria attributes in an assignment criterion determines the set of list columns that appear in the Values list. One list column appears in the Values list for each assignment criteria attribute in the assignment criteria. In Siebel Tools, as Figure 23 shows, the Account Wildcard assignment criteria (the Account Name assignment criteria with a display name of Account Wildcard) has an Account Name and a Site Name list column in the display of its child Value records. Both the Account Name and Site Name list columns correspond to the Account Name assignment criteria attribute.

If there were more assignment criteria attributes for this assignment criterion, each would have a list column in the Values list. The Score list column is automatically provided, and the Expertise Code list column appears in this instance because the assignment criteria has a Use Expertise property setting of TRUE.

Figure 23. Assignment Criterion with Child Assignment Criteria Attributes

Composite Criteria

Assignment criteria attributes make it possible for a single assignment criterion to consist of multiple attributes, known as composite criteria.

For composite criteria, all the attributes must have a 1:1 relationship and should refer to the same base table record. For example, the Account City-State-Country is a good composite criterion because San Mateo (city) resides in the state of California (state) and California resides in the U.S. (country). All of these attributes are stored on the same record in the same table.

NOTE:  It is not possible to create composite criteria with attributes based on different tables.

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

To create an assignment criteria attribute

1. Start Siebel Tools.
2. In the Object Explorer, expand the Assignment Criteria object, and select the Assignment Criteria Attribute object.
3. In the Assignment Criteria window, select the assignment criteria for which you want to enumerate assignment attributes.
4. Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).

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

5. Select the Assignment Criteria Attributes window, then choose Edit, then New Record.
6. Configure the assignment criteria attribute by setting values in the appropriate fields.
   1. In the Name field, type the name of the new assignment criteria attribute.
   2. In the Assignment Attribute field, select the assignment attribute for this assignment criteria.
   3. In the Display Name field, type the name for the assignment criteria attribute.
   4. In the Store Column field, specify the column in the assignment factor items table where the value for the assignment criteria attribute is stored.
   5. In the Display Sequence field, specify the sequence in which the assignment criteria attribute appears.
   6. (Optional) In the Pick Applet field, choose a pick applet for the assignment criteria attribute to allow users to view or select values for the assignment criteria attribute.

      NOTE:  For composite criteria, repeat Step 5 and Step 6 as many times as is necessary.

      For more information about these properties, see Table 37.

You also need to update the siebel.srf file and run various server administration tasks using the procedures in Updating Your Siebel Assignment Manager Deployment with New Configurations.

Table 37 shows some of the properties of the assignment criteria attribute object type.