Siebel Assignment Manager Administration Guide > Running Assignment Manager >

Running Assignment Manager in Dynamic Mode

Use dynamic assignment if you want to reassign people when changes are made to the assignment object rows or new records are created. As other users and server programs make changes to the assignment object records, dynamic assignment automatically assigns the objects to the appropriate people and organizations.

This topic explains how to run Assignment Manager in dynamic mode. The subtopics are:

• Generating Triggers for Dynamic Assignment
• Generating Triggers Using the Command-Line SRVRMGR Utility
• Running Workflow Monitor Agents
• Activating Assignment Policies
• Assignment Manager Performance in Dynamic Mode

To run dynamic assignment, make sure:

• Generating Triggers is enabled
• Workflow Monitor Agent is running
• Assignment policies are set and activated

NOTE:  For performance reasons, do not run dynamic assignment when running batch assignment.

You must run Generate Triggers to create triggers that monitor changes in the database.

The triggers created by the Generate Triggers server component detect changes in the Siebel database and trigger the Workflow Monitor Agent to alert the Assignment Server. However, triggers generated for Assignment Manager can reference other database columns not associated with assignment rules. It is important to make sure that triggers are generated only for an assignment policy's criteria. Large data loads can experience performance issues otherwise.

To check and edit triggers

1. Use Siebel Tools, or view the trigger.sql file (/Siebel Root/Siebsrvr/trigger.sql), to examine the appropriate table columns.

   For more information about using Siebel Tools, see Using Siebel Tools.

2. Disable the inappropriate columns by inactivating the assignment attribute column.

   For detailed information, see Disabling an Assignment Attribute.

   NOTE:  If you inactivate only the assignment attribute column and leave the assignment attribute and assignment criteria active, then the assignment criteria appears in the user interface in the assignment administration views, which means you can create assignment rules based on that criteria. The following is the result of this action based on whether or not the Employee Skill field is checked:
   
   - If the Employee Skill field is checked, then the assignment criteria is skill-based and, as such, should continue to work for assignment rules. For example, the criteria works if you run batch assignment because that mode does not rely on triggers.
   
   - If the Employee Skill field is not checked, then the assignment criteria is object-based, and as such, relies on a valid assignment attribute column configuration. If you attempt to create assignment rules, you get an error message when the task is run.

3. Drop and regenerate new triggers (see the following section, Generating Triggers for Dynamic Assignment).
4. Recheck the trigger.sql file, to confirm that the trigger is no longer active.

NOTE:  When dynamic assignment is running, some users may receive the following error when attempting to modify a record: "The selected record has been modified by another user since it was received. Please continue." This may occur because Assignment Manager updated the record by assigning it while the user was trying to edit it. In this situation, the user's changes may be lost. The solution is to refresh the query and reenter the user's changes.