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About Team-Based Assignment Criteria


A team-based criterion is a criterion based on a column on the attribute team table. You can define a team-based criterion only for an assignment rule that has dynamic candidates.

The columns in the team table describe the relationship between a candidate and an attribute. For example, the Relationship Type column in the Asset team table can have values such as Primary, Secondary, Tertiary, and so on to describe that a certain employee is primary (or secondary, tertiary, and so on) for the asset team. You can create assignment criteria based on these team table columns, known as team-based criteria. Assignment Manager supports team-based criteria only for the Compare To Person and Compare To Organization comparison methods.

Using Siebel Tools, you create records in the Dynamic Candidate Attribute object to map columns in the team table to team-based assignment criteria by specifying the column name in the team table and the assignment criterion that is based on this column.

NOTE:  Assignment Manager supports team-based criteria based only on columns on the team table.

Using Siebel Tools, you define team-based criteria as you would any other criteria. When you define the assignment criteria record, you click the Team flag to indicate that it is a team-based criterion. You can define only one assignment criteria attribute record per team-based criterion. You must also define the data type of the attribute for the assignment attribute record. Because Assignment Manager retrieves the data for the team-based criteria from the dynamic candidate attribute configuration, you need not specify assignment attribute column records for team-based criteria. Assignment Manager ignores these.

You define team-based criteria for rules that have dynamic candidates as you would any other criteria, that is, you apply a comparison method (only Compare to Person or the Compare to Organization supported) and define the criteria values.

However, a rule defined for dynamic candidates does not necessarily need team-based criteria. An assignment rule can have any of the following:

  • Static candidates and regular criteria
  • Dynamic candidates and regular criteria
  • Dynamic candidates and team-based criteria
  • Dynamic candidates and a combination of regular and team-based criteria

NOTE:  Assignment Manager does not support composite team-based criteria. For a description of composite criteria, see Assignment Attributes.

Siebel Assignment Manager Administration Guide