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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > Process of Defining Assignment Rules >
Creating Assignment Criteria
This topic explains how to create assignment criteria for assignment rules. This task is a step in Process of Defining Assignment Rules. NOTE: Assignment rules can be created with no criteria. A rule of this nature functions to make sure data items of a particular type are assigned, that is, objects of the defined type pass. Use these rules carefully as a rule defined with no criteria can make assignments that are not required.
To create an assignment criterion
- From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Rules List.
- In the Assignment Rules List list, drill down on the assignment rule for which you want to create an assignment criterion, and then click the Criteria view tab (if not already active).
- In the Criteria list, click New.
- In the new criterion record, click in the available fields to enter the relevant information.
NOTE: If you want to query for an assignment criterion, you must use the name of the assignment criterion, not the display name for the assignment criterion object you configured using Siebel Tools. For example, if the name of the Account assignment criteria is ACCOUNT_ID, then you must use this name for your query, although the display name is Account. The queries for seed assignment criteria must also be made with their English names, that is, these queries do not accept non-English characters.
Table 24 shows the predefined fields.
Table 24. Assignment Criteria Predefined Fields
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Comparison
Method |
Methods used by Assignment Manager to determine how objects and candidates are matched. For explanations of each method, see Table 6. |
Compare to
Object |
DA Read Only |
If selected, makes a criterion read-only for delegated administrators. By checking this field, the assignment administrator (AA) makes sure the criterion is read-only to all users who view the rule from the delegated assignment views, including the owner of that child rule group. For example, if an AA creates Rule A in a rule group and that rule gets inherited as Rule B in a child rule group, the AA can add a criterion to Rule B and make it read-only. The owner of the child rule group cannot change this setting. Without this flag, the owner of the child rule group could delete that criterion because it was not inherited from the parent rule. NOTE: This field appears only in the Administration - Assignment screen (does not appear in the delegated assignment views). Criteria with this flag set to TRUE remain editable in the assignment administration views.
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Inclusion |
Methods used by Assignment Manager to determine how criteria values and candidates are matched. Choices are: Include, Include All Matching, Include All, and Exclude. For more information on inclusion methods, see Table 7. |
Include |
Inherited |
If selected, indicates the criterion was inherited from a parent rule. This is a read-only field. NOTE: This field appears only in the Administration - Assignment screen (does not appear in the delegated assignment views).
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Minimum Score |
Minimum score required to qualify for this criterion. If the total score from all matching criterion values (calculated based on the inclusion method for the rule) is greater than or equal to the minimum score specified for the criterion, then the criterion passes. For more information about inclusion methods, see Assignment Criteria Inclusion Methods. |
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Read Only |
Indicates the criterion is read-only. TIP: If either the DA Read Only flag or the Inherited flag for a criterion is true in the assignment administration view, the Read Only flag is true in the delegated assignment views.
NOTE: This field appears only in the Administration - Delegated Assignment views. (It does not appear in the Administration - Assignment views).
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Required |
Determines whether the criteria is required. Choices are: Always, Never, and When Available. For more information, see About the Required Attribute for Assignment Criteria. |
Always |
Rule Criterion |
The assignment criterion you create. |
Product Defect
Priority |
Score |
Score for this criteria. Candidates that satisfy this criteria have this score added to their total score. |
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Template |
If selected, Assignment Manager ignores the criterion when processing rules. NOTE: Assignment Manager does not process templated criteria until an inheritor chooses to apply a template to an assignment rule. For more information about applying templated criteria, see Applying Templated Criteria to Inherited Assignment Rules.
TIP: When a rule with a templated criterion is inherited, the criterion is not automatically inherited with the other criteria. You must explicitly apply the criterion to the inherited rule. After the criterion is applied to the inherited rule, you can modify the criterion as you would any other criteria.
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Figure 17 shows an example of creating assignment criteria using the values from Table 24. This example creates a required Product Defect Priority assignment criteria for an assignment rule that is compared to service objects.
Figure 17. Example of Creating Assignment Criteria
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For more information on assignment criteria, see About Assignment Criteria and Criteria Methods.
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