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Mapping the Account or Opportunity Workflow Policy Component to the Lead Quality Code Assignment Attribute

This topic is part of Example of Using a Single Criterion for Two Assignment Objects.

After you map a column to the workflow policy component, you map the workflow policy component to the assignment attribute. In this example, you map the Account or Opportunity workflow policy component to the Lead Quality Code assignment attribute.

To map an assignment attribute to the workflow policy component

1. In the Object Explorer, select the Assignment Attribute object.
2. In the Assignment Attributes window, select Lead Quality Code.
3. In the Object Explorer, expand the Assignment Attribute object and select the Assignment Attribute Column object.
4. In the Assignment Attribute Columns window, choose Edit, then New Record.
5. Enter information in the fields for the new record as described in the following substeps:
   1. In the Name field, type the name of the assignment attribute column.

      For this example, type Account: Lead Quality.

   2. In the Assignment Object field, select the assignment object to which candidates are assigned for the assignment rule.

      For this example, select Account.

   3. In the Workflow Policy Component field, select the workflow policy component to map to this assignment attribute.

      For this example, select Account/Opportunity.

   4. In the Workflow Policy Component Column field, select the workflow policy component column to map to this assignment attribute.

      For this example, select Opportunity Lead Quality.

   5. In the Sequence field, specify the sequence of this assignment attribute.

      For this example, type 2.

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

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

   NOTE:  You must recompile the siebel.srf file whenever you add, inactivate, or delete any assignment object types, assignment criteria, and assignment attributes. Make sure all projects are recompiled (not only the locked projects) if you inactivate or delete a top-level object type or assignment criteria. For more information about when to recompile the siebel.srf file, see Updating Your Siebel Assignment Manager Deployment with New Configurations.

Figure 24 shows an example of defining an assignment rule for the Account and Opportunity objects using only the Lead Quality Code assignment criteria. The figure shows:

• An Account Opportunity assignment rule using the Opportunity and Accounts objects and One, Best Fit assignee filter.

  NOTE:  Only the Opportunity object appears in the Objects to be Assigned field, even though the Accounts object is also assigned.

• The Account Opportunity assignment rule has the Lead Quality Code rule criterion applied and uses the Compare to Person comparison method and the Include inclusion method. This assignment rule is always required.

Figure 24. Example of Defining an Assignment Rule for Two Objects Using One Assignment Criteria