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Creating Workflow Policy Components

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In some cases, you can create an assignment rule that assigns candidates to two objects while using only one of the object's criteria. For example, you may want the ability to assign both Accounts and Opportunities based on the criteria Opportunity Lead Quality. To configure Assignment Manager to assign Accounts based on this criteria, you must configure and expose the Opportunity Lead Quality column to the Account Assignment object.

The following procedure explains how to create assignment rules that assign two objects using only one object criteria.

NOTE:  Assignment based on calculated fields is not possible. A calculated field does not have a corresponding database table field, which is a key requirement for the definition of an assignment criterion. There is no database table field because configuration of Assignment Attribute Column requires Workflow Policy Component and Workflow Policy Component Column information, and a Workflow Policy Component Column references a database table column.

To create an assignment rule that assigns two objects using only one object criteria

Create a workflow policy component for both objects.

For procedures using a specific example, see Phase 1: Creating a Workflow Policy Component for Both Objects.

Map the workflow policy component to the assignment criteria.

For procedures using a specific example, see Phase 2: Mapping a Column to the Workflow Policy Component.

Map the workflow policy component to the assignment attribute.

For procedures using a specific example, see Phase 3: Mapping the Workflow Policy Component to the Assignment Attribute.

Define an assignment rule for two objects using one assignment (object) criteria.

For procedures, see Creating Assignment Rules to Assign Two Objects.

For more information about workflows in general, see Siebel Business Process Designer Administration Guide.

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