Siebel Assignment Manager Administration Guide > Assignment Object Configuration >

Assignment Criteria Configuration


You can add new assignment attributes and assignment criteria using Siebel Tools.

An assignment attribute allows you to associate a single attribute on an object or a person or an org to multiple fields in the application. For example, you can define an assignment rule that matches candidates based on State. However, State is stored in a different field in the application for different objects. Assignment attributes map the places that State is defined into a single state attribute.

Assignment attributes can be either column-based or skill-based. Column-based attributes are stored as columns in the object (such as Opportunity). You can use existing columns in the object, or use Siebel Database Extensibility to add new extension columns to the object. Skills-based attributes are stored as rows in the object's skill tables (if any).

If you are adding an assignment attribute to a new table, you need to modify the existing Workflow Manager definitions in the Siebel repository. For more information, see Siebel Business Process Designer Administration Guide.

An assignment criteria can consist of one or more assignment attributes, such as the criteria Account City, Account State, and Account Country. These assignment attributes are grouped as assignment criteria. In this case, a single criterion, called a composite criterion, includes three assignment attributes. To add or change drop-down fields that define assignment criteria in an assignment rule, you should define or modify assignment criteria. Assignment criteria attributes enumerate assignment attributes for the assignment criteria.

When you create new assignment criteria, you typically perform the following procedures (in the order listed):

  • Create new assignment attributes
  • Create new assignment attribute columns to map new assignment attributes to existing assignment objects
  • Create new assignment criteria to group new assignment attributes
  • Create assignment criteria attributes to enumerate assignment attributes for the assignment criteria

NOTE:  Assignment criteria configured to include multiple assignment attributes cannot have these attributes based on columns in different tables.

To eliminate default assignment criteria appearing in the Assignment Criteria view, use the following procedure.

To remove seed assignment criteria

  1. Delete from any assignment rules the use of the criteria you want removed from the assignment criteria (Assignment Rules > Criteria).
  2. In Siebel Tools, inactivate the assignment attribute column, the assignment attribute, the assignment criteria attribute, and the assignment criteria.

    For more information, see Disabling an Assignment Attribute.

  3. Recompile all projects (not just the locked projects) in the .srf file.

    For instructions, see Step 1 of the To update your deployment with new configurations procedure.

Siebel Assignment Manager Administration Guide