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Configuring Assignment Criteria Attributes

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An assignment criteria includes one or more assignment criteria attributes. Assignment criteria attributes are implemented as object definitions of the assignment criteria attribute object type. This is a child object type of assignment criteria. Assignment criteria attributes make it possible for an assignment criteria to consist of multiple attributes.

For example, the Account Wildcard assignment criteria includes an Account and Site, both of which correspond to a specific column. This setup is accomplished by creating two assignment criteria attribute children, Account and Site, of the Account Wildcard assignment criteria.

NOTE:  Many assignment criteria have only a single assignment criteria attribute.

The set of assignment criteria attributes in an assignment criteria determines the set of list columns to appear in the Values list, as shown in Figure 20.

Figure 20.  List Columns in the Values List

One list column appears in the Values list for each assignment criteria attribute in the assignment criteria. In Figure 20, the Account Wildcard assignment criteria (the Account Name assignment criteria with a display name of Account Wildcard) has an Account and a Site list column in the display of its child Value records. Both the Account and Site list columns correspond to the Account Name assignment criteria attribute (with a display name of Account and Site, respectively). Figure 21 shows how this is accomplished in Siebel Tools.

Figure 21.  Assignment Criteria and Child Assignment Criteria Attribute

If there were more assignment criteria attributes for this assignment criteria, each would have a list column in the Values list. The Score list column is automatically provided, and the Expertise Code list column appears in this instance because the assignment criteria has a Use Expertise property setting of TRUE.

Assignment criteria attributes make it possible for an assignment criteria to consist of multiple attributes, each mapping to a specific assignment attribute object definition. For information on assignment attributes, see Configuring Assignment Attributes.

To create assignment criteria attributes

Start Siebel Tools.
Lock the assignment object's project.
In the Object Explorer, click the Types tab, and select Project.
In the Projects window, select the appropriate project.
Check the Locked field.
In the Object Explorer, expand the Assignment Criteria object, and select the Assignment Criteria Attribute object.
In the Assignment Criteria window, select the assignment criteria for which you want to enumerate assignment attributes.
Select the Assignment Criteria Attributes window, then choose Edit > New Record.
Configure the assignment criteria attribute by setting values in the appropriate fields.
In the Name field, type the name of the new assignment criteria attribute.
In the Assignment Attribute field, select the assignment attribute for this assignment criteria.
In the Display Name field, type the name for the assignment criteria attribute.
In the Store Column field, specify the column in the assignment factor items table where the value for the assignment criteria attribute is stored.
In the Display Sequence field, specify the sequence in which the assignment criteria attribute appears.
Optionally, in the Pick Applet field, choose a pick applet for the assignment criteria attribute to allow users to view or select values for the assignment criteria attribute.

For more information on these properties, see Table 13.

Update the siebel.srf file.

For instructions on updating the siebel.srf file, see Step 1 of the To update your deployment with new configurations procedure.

Check in the Assignment project before using the assignment criteria attributes.
In the Object Explorer, click the Types tab, and select Project.
In the Projects window, select Assignment, and choose Tools > Check In.
Run various server administration tasks.

For instructions, see Step 2 and Step 3 of the To update your deployment with new configurations procedure.

Figure 22 shows an example of creating an assignment criteria attribute called Example Criteria Attribute. This criteria attribute applies to the Example assignment attribute, has a display name of Example, and uses the Assignment Results (Employee) list applet.

Figure 22.  Creating an Assignment Criteria Attribute

Table 13 shows some of the properties of the assignment criteria attribute object type.

Table 13.  Properties of Assignment Criteria Attributes

Property	Required	Description
Assignment Attribute	Required	Name of the assignment attribute that this assignment criteria attribute is based on. Selected from a drop-down list.
Display Name	Required	List column label that appears for this assignment criteria attribute in the Values list. If omitted, the Name is used in the list column label.
Display Sequence	Required	Order in which the list column for this assignment criteria attribute appears in the list applet, relative to those of other assignment criteria attributes in the assignment item. A lower number places the list column further to the left.
Name	Required	Name of the assignment criteria attribute, for identification. This name must be unique within the parent assignment criteria.
Pick Applet	Optional	If a picklist is defined for the associated assignment attribute, you specify the name of a pick applet to display the picklist for selection of a value in the attribute's list column.
Store Column	Required	Specifies the column in the assignment factor items table (S_ASGN_RULE_ITEM) in which to store the value for the assignment criteria attribute. There are four columns of each data type (Number, UtcDateTime, and Varchar) provided for storage of assignment criteria attribute values in each assignment criteria. You must specify a unique value, between 1 and 4 inclusive, for each assignment criteria attribute of the same data type. The data type can be determined from the Data Type property in the referenced assignment attribute object definition.

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