Siebel Assignment Manager Administration Guide > Working with Dynamic Candidates >

Example of Assigning Dynamic Candidates to the Same Assignment Object

This topic gives one example of configuring Siebel Assignment Manager to assign a manager of an existing team to an account, contact, or opportunity belonging to a subordinate. You may use this feature differently, depending on your business model.

To assign a manager to an account, contact, or opportunity record belonging to a subordinate

1. Start Siebel Tools.
2. Create a new symbolic string, and then apply this definition to the Display Name property for the Account Assignment Object.
   1. In the Object Explorer, select Symbolic String.
   2. Choose Edit, then New Record, to create a new symbolic string record.

      For more information about symbolic strings, see Using Siebel Tools.

3. Create a new Dynamic Candidate record.
   1. In the Object Explorer, expand Workflow Policy Object, then expand Assignment Object, and then select Dynamic Candidate.
   2. Choose Tools, then Lock Project (or Alt+L), to lock the project.
   3. In the Dynamic Candidates window, choose Edit, then New Record, to add a new record with the following property settings:
      • Display Name = Reporting Candidate
      • Team Type = Position
   4. In the Object Explorer, expand Dynamic Candidate Component, and in the Dynamic Candidate Component list, choose Edit, then New Record, to add a new record with the following property settings:
      • Name= Account Position
      • Primary = Y
      • Source Table Name = S_ACCNT_POSTN
      • Source Column Name = OU_EXT_ID
4. Create another Dynamic Candidate record with the following property settings:
   • Name = Reporting Position
   • Candidate Table = TRUE
   • Source Table Name = S_PARTY_RPT_REL
   • Source Column Name = SUB_PARTY_ID
   • Target Component Name = Account Position
   • Target Column Name = POSITION_ID
   • Candidate Id = PARTY_ID
   • Set the Display Name - String Reference property to the symbolic string you created in Step 2.

     NOTE:  After configuration, the display name for the team appears in the Person Candidate Source or the Organization Candidate Source list of value (LOV) fields on the assignment rule (in the Administration - Assignment screen, and the Assignment Rules List view).

5. Check in the configuration to the server database.
6. Launch the Siebel application.
7. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.
8. In the Assignment Rules list, select the assignment rule for which you want to apply this configuration.
9. Set the Person Candidates Source field to the dynamic candidate display name that you created Step 3.
10. Release the rules.

NOTE:  For testing purpose, it is recommended that you run an AsgnBatch server component job to verify the assignees.