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Setting the Lock Assignment Default Value for Activity Assignment Objects

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Assignment objects contain a lock assignment feature that, when activated by checking the Lock Assignment column on the object's list applet in Siebel Tools, prevents Assignment Manager from assigning or reassigning a position or candidate to that object.

The Lock Assignment parameter for activity objects is, by default, set to TRUE. This setting does not allow Assignment Manager to assign these objects. Therefore, Assignment Manager does not assign activity records. However, the Field Service Activity object is the one exception and is, by default, available for assignment (the Lock Assignment parameter is set to FALSE). Other activity objects must have the Lock Assignment parameter set to FALSE or null for assignment to occur. In the Siebel application, the lock assignment feature for activity records (except for Field Service activity records) defaults to "Y".

Using Siebel Tools, you can implement assignment of all types of activities by setting the default value of the Assignment Excluded field to FALSE at the business component level.

The following procedure explains how to set the Lock Assignment default value so that Assignment Manager assigns activity objects. A similar procedure can be used for other assignment objects.

To set the lock assignment default value to assign activity objects

Start Siebel Tools.
In the Object Explorer, expand the Business Component object.
In the Business Components list, select Action.
In the Object Explorer, click Field.
In the Fields list, select Assignment Excluded, and change the Post Default Value field to "N".
Check-in the changes to the server.

For more information about checking in changes, see Siebel Tools Reference.

Recompile the .srf file.

For more information about recompiling the .srf file, see To update your deployment with new configurations.

Make sure that all Siebel clients that create activity records have the new .srf file.

NOTE:  This step applies only to mobile or dedicated clients.

Assignment Manager now assigns activity records based on the defined assignment rules.

For more information about the Activity assignment object, see Activity Object Parameters.

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