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Applying Templated Criteria to Inherited Assignment Rules

This topic explains how to apply predefined templated criteria to inherited assignment rules using the delegated assignment administration views.

This task is a step in Process of Inheriting and Refining Delegated Assignment Rules and an optional task in Process of Delegating Assignment Rules to Others.

Applying templated criteria 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, expand the rule group in which the assignment rule resides and you want to apply templated criteria, and then click Rules.

   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 for which you want to apply templated criteria, and then click Create From Templates.
4. In the Pick Criteria Templates dialog box, select the rule criterion you want, and click OK.

   A new criterion is added to the rule.

For information about templated criteria, see About Assignment Rule Inheritance and Templated Criteria. For information about how to add templated criteria to assignment rules, see Adding Criteria Templates to Assignment Rules.