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Adding Criteria Templates to Assignment Rules

This topic explains how assignment administrators (AAs) can add criteria templates (create templated criteria) to an assignment rule using the delegated administration views. After you create criteria templates, the templated criteria is available for use with inherited rules.

NOTE:  It is recommended that assignment administrators create criteria templates to assist DAs in rule creation. This reduces the need for DAs to fully under the steps required and implications of creating new logic.

This task is a step in Process of Making an Assignment Rule Inheritable.

Adding criteria templates to an assignment rule

1. From the application-level menu, choose Navigate > Site Map > Administration - Delegated Assignment > Rule Group Explorer.
2. In the Rule Group Explorer, select the assignment rule for which you want to add templated criteria.

   NOTE:  Depending on the rule, you may need to navigate down the hierarchy.

3. In the My Rule Group Explorer list, drill down on the assignment rule, and then click the Criteria view tab (if not already active).
4. Add a new criterion.

   For information about creating new criteria, see Creating Assignment Criteria.

5. Check the Template checkbox for the new criterion.

   The templated criterion is now available for use with inherited rules.

   NOTE:  Assignment Manager does not process templated criteria until an inheritor chooses to apply a template to an assignment rule. When someone inherits from that rule, that person has the option to apply a template into an actual criterion (by checking the Create From Templates button in the Criteria view tab) instead of creating a new criterion.

To learn more about templated criteria, see About Assignment Rule Inheritance and Templated Criteria. For information about applying templated criteria to an inherited assignment rule, see Applying Templated Criteria to Inherited Assignment Rules.