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Configuring Assignment Objects to Copy Additional Columns to the Team Table

When an item, such as an account or opportunity, is assigned to a team of people, the team field (the actual name of the field varies depending on the view) for that record shows a list of the people assigned to that item. This list of names is known as the team table for the given record. When making assignments, Assignment Manager passes information about the team members to the team table, such as the name of the person, that person's position and user ID, and so on. This section explains how to configure assignment objects to add additional information about team members to the team table.

Using Siebel Tools, you configure assignment objects to copy additional columns to the team table. The following procedure details this configuration. As an example, copying columns to the team table S_ORD_CRDT_ASGN of the Order (Sales Credit Assignment) assignment object is considered; data is copied from the S_ASGN_GRP_POSTN rule group position table.

To configure an assignment object to copy additional columns to the team table

1. Start Siebel Tools.
2. Select the assignment object for which you want to copy additional columns to the team table.
   1. In the Object Explorer, expand Workflow Policy Object.
   2. In the Workflow Policy Object window, select the object.

      For this example, select Order.

   3. In the Object Explorer, expand Assignment Object, and then select Assignment User Prop.
3. In the Assignment User Properties window, choose Edit > New Record to define user properties for the assignment object.
   1. In the Name field, type a name for the property starting with PositionTeamDenorm followed by a digit (for example, PositionTeamDenorm1, PositionTeamDenorm2).
   2. In the Value field, use the following syntax to enter values (for value descriptions, see Table 39):

   source column,destination column,flag,default value

   For this example, the following table shows the valid user properties for the Order (Sales Credit Assignment) assignment object:

   Name	Value
   PositionTeamDenorm1	DATE1,START_DT,N
   PositionTeamDenorm2	CHAR2,SLS_TERR_ID,Y
   PositionTeamDenorm3	CHAR1,CRDT_RULE_ID,N
   PositionTeamDenorm4	NUM1,ALLOC_PCT,N
   PositionTeamDenorm5	CHAR3,FROM_BTM_NODE_FLG,N
   PositionTeamDenorm6	NUM2,ROLLUP_PCT,N

Table 39 provides descriptions for each field of the assignment user property values.

When Assignment Manager runs, the user property values are copied to the team table. For more information about running Assignment Manager using the copy columns features, see Running Assignment Manager.

For more information about team tables, see About Assignment Scoring, About Contact Denormalization, and Configuring Assignment Objects for Team Scoring.