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Configuring Assignment Objects to Copy Additional Columns to the Team Table

When an item, such as an account or opportunity, is assigned to a team of people, the team field (the actual name of the field varies depending on the view) for that record shows a list of the people assigned to that item. This list of names is known as the team table for the given record. When making assignments, Assignment Manager passes information about the team members to the team table, such as the name of the person, that person's position and user ID, and so on. This section explains how to configure assignment objects to add additional information about team members to the team table.

Using Siebel Tools, you configure assignment objects to copy additional columns to the team table. The following procedure details this configuration. As an example, copying columns to the team table S_ORD_CRDT_ASGN of the Order (Sales Credit Assignment) assignment object is considered; data is copied from the S_ASGN_GRP_POSTN rule group position table.

To configure an assignment object to copy additional columns to the team table

  1. Start Siebel Tools.
  2. Select the assignment object for which you want to copy additional columns to the team table.
    1. In the Object Explorer, expand Workflow Policy Object.
    2. In the Workflow Policy Object window, select the object.

      3. For this example, select Order.

    3. In the Object Explorer, expand Assignment Object, and then select Assignment User Prop.
  3. In the Assignment User Properties window, choose Edit > New Record to define user properties for the assignment object.
    1. In the Name field, type a name for the property starting with PositionTeamDenorm followed by a digit (for example, PositionTeamDenorm1, PositionTeamDenorm2).
    2. In the Value field, use the following syntax to enter values (for value descriptions, see Table 34):

    source column,destination column,flag,default value

    For this example, the following table shows the valid user properties for the Order (Sales Credit Assignment) assignment object:

    Name
    Value
    PositionTeamDenorm1
    DATE1,START_DT,N
    PositionTeamDenorm2
    CHAR2,SLS_TERR_ID,Y
    PositionTeamDenorm3
    CHAR1,CRDT_RULE_ID,N
    PositionTeamDenorm4
    NUM1,ALLOC_PCT,N
    PositionTeamDenorm5
    CHAR3,FROM_BTM_NODE_FLG,N
    PositionTeamDenorm6
    NUM2,ROLLUP_PCT,N

Table 34 provides descriptions for each field of the assignment user property values.

Table 34.  Assignment User Property Values
Value
Description
source column
The name of the column in the assignment rule group position table whose value is copied to the destination column of the team table. The source column can be one of the following columns: CHAR1, CHAR2, CHAR3, CHAR4, NUM1, NUM2, NUM3, NUM4, DATE1, DATE2.
For this example, the values are copied from the S_ASGN_GRP_POSTN table.
destination column
The name of the column in the team table where the values are copied. The destination column must be one of the user data columns in the team table of the assignment object.
For this example, SLS_TERR_ID is one of the columns of the S_ORD_CRDT_ASGN table, which is the team table of the Order assignment object.
flag
Indicates whether or not (Y = TRUE) the respective destination column is part of the user key of the team table. Without this flag specified, duplicate positions cannot be inserted in the team table. For more information about duplicate positions, see AllowDupPostn.
default value
Specifies the values that are inserted in the destination columns if the assignee is the default.
For this example, the default values are null.
Note: This value is optional if the default position is not specified.

When Assignment Manager runs, the user property values are copied to the team table. For more information about running Assignment Manager using the copy columns features, see Running Assignment Manager.

For more information about team tables, see Assignment Scoring, Contact Denormalization, and Configuring Assignment Objects for Team Scoring.


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003