Siebel Assignment Manager Administration Guide > Assignment Rule Administration > Process of Defining Assignment Rules >

Creating Assignment Criteria Values

This topic explains how to create criteria values. Each assignment criterion has one or more criteria attributes that are shown as columns in the Values list applet.

This task is a step in Process of Defining Assignment Rules.

NOTE:  Only assignment criteria that use the Compare to Object, Compare to Person, or Compare to Organization comparison methods use criteria values.

To create criteria values

1. With the appropriate assignment criterion selected in the Criteria list (Navigate > Site Map > Administration - Assignment > Assignment Rules List > Criteria), scroll down to the Values subview.
2. In the Values list, click New.
3. In the new record, click in the available fields to enter the relevant information.

   NOTE:  The assignment attributes for criteria values that are available differ depending on the assignment criterion you select in Step 1.

Table 25 shows examples of assignment attributes for the assignment criteria created in Creating Assignment Criteria.

NOTE:  You define different types of criteria values depending on the assignment attribute. Some criteria values appear as list of value (LOV) fields from which you choose a value (such as Account State), some criteria values show a pick dialog box from which you choose a value (such as Account), and some criteria values are numbers which you choose using the calculator button, while other values are dates which you choose using the calendar select button.

NOTE:  It is possible to create duplicate criteria values for an assignment criteria. If both criteria values use scores in this case, then both scores are added to the assignment criteria if the criteria value passes. This can happen when you create criteria values that use ranges (such as criteria values for the Revenue assignment criteria).

CAUTION:  It is recommended that you not create duplicate criteria values for the same assignment criterion, even though Assignment Manager allows this. If both criteria values use scores and you use the Include inclusion method, the score added to the passing candidate may be inconsistent. And, if you use the Include All or Include All Matching inclusion method, both the scores are added to the passing candidate.

Wildcard characters can also be used when defining specific criteria values. This option allows for a greater range of assignment object matches. For example, if you create an assignment rule for Account objects with the Account City as assignment criteria, the corresponding criteria value City can be defined as A*. This setting matches Accounts in cities beginning with the letter A.

If a criteria value includes the special characters "?", "*", and "\" that are used as literals, the escape identifier character (\) must be added before each special character in the value field. For example, the criteria value Tri*Laptop is entered into the Values field as Tri\*Laptop.

Criteria values that include alphanumeric entries are stored as string values. These values are sorted lexicographically, that is, in dictionary order, when determining specific ranges for assignment rules. For example, the value AB10 is sorted between AB1 and AB9 even though you may require AB10 placed greater than AB9.

Figure 18 shows an example of creating Product Defect Priority criteria values using the procedure To create criteria values and the values in Table 25.

Figure 18.  Example of Creating Criteria Values

For more information on criteria values, see About Assignment Criteria Values.