Siebel Assignment Manager Administration Guide > Assignment Object Configuration > Assignment Criteria Configuration >

Configuring Assignment Criteria Attributes

An assignment criteria includes one or more assignment criteria attributes. Assignment criteria attributes are implemented as object definitions of the assignment criteria attribute object type. This is a child object type of assignment criteria. Assignment criteria attributes make it possible for an assignment criteria to consist of multiple attributes, known as composite criteria.

For example, the Account Wildcard assignment criteria includes an Account and Site, both of which correspond to a specific column. This setup is accomplished by creating two assignment criteria attribute children, Account and Site, of the Account Wildcard assignment criteria.

NOTE:  Many assignment criteria have only a single assignment criteria attribute.

The set of assignment criteria attributes in an assignment criteria determines the set of list columns to appear in the Values list.

One list column appears in the Values list for each assignment criteria attribute in the assignment criteria. The Account Wildcard assignment criteria (the Account Name assignment criteria with a display name of Account Wildcard) has an Account and a Site list column in the display of its child Value records. Both the Account and Site list columns correspond to the Account Name assignment criteria attribute (with a display name of Account and Site, respectively). Figure 16 shows how this is accomplished in Siebel Tools.

Figure 16.  Assignment Criteria and Child Assignment Criteria Attribute

If there were more assignment criteria attributes for this assignment criteria, each would have a list column in the Values list. The Score list column is automatically provided, and the Expertise Code list column appears in this instance because the assignment criteria has a Use Expertise property setting of TRUE.

For information on configuring assignment attributes, see Configuring Assignment Attributes.

To create an assignment criteria attribute

1. Start Siebel Tools.
2. Lock the assignment object's project.
   1. In the Object Explorer, click the Types tab, and then select Project.
   2. In the Projects window, select the appropriate project.
   3. Check the Locked field.
3. In the Object Explorer, expand the Assignment Criteria object, and select the Assignment Criteria Attribute object.
4. In the Assignment Criteria window, select the assignment criteria for which you want to enumerate assignment attributes.
5. Select the Assignment Criteria Attributes window, then choose Edit > New Record.
6. Configure the assignment criteria attribute by setting values in the appropriate fields.
   1. In the Name field, type the name of the new assignment criteria attribute.
   2. In the Assignment Attribute field, select the assignment attribute for this assignment criteria.
   3. In the Display Name field, type the name for the assignment criteria attribute.
   4. In the Store Column field, specify the column in the assignment factor items table where the value for the assignment criteria attribute is stored.
   5. In the Display Sequence field, specify the sequence in which the assignment criteria attribute appears.
   6. Optionally, in the Pick Applet field, choose a pick applet for the assignment criteria attribute to allow users to view or select values for the assignment criteria attribute.

      NOTE:  For composite criteria, repeat Step 5 and Step 6 as many times as is necessary.

      For more information on these properties, see Table 18.

7. Update the siebel.srf file.

   For instructions on updating the siebel.srf file, see Step 1 of the To update your deployment with new configurations procedure.

8. Run various server administration tasks.

   For instructions, see Step 2 and Step 3 of the To update your deployment with new configurations procedure.

Table 18 shows some of the properties of the assignment criteria attribute object type.