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About Dynamic Candidate Types

Depending on how an assignment object is configured, the object can be assigned as either the single-owner or multiple-owner type. Dynamic candidates are also assigned as single-owner or multiple-owner type, as shown in Figure 26.

Figure 26 shows the following relationships:

• Candidates are of the single-owner type when you can associate only one candidate (employee, position, or organization) with an assignment object.

  In this example, one employee is associated with a service request, as shown in the top left of Figure 26. For a more detailed example, see the first example in Examples of Dynamic Candidate Assignment.

• Candidates are of the multiple-owner type when you can associate many candidates (employees, positions, or organizations) with an assignment object.

  In this example, multiple employees are associated with an activity, as shown in the top right of Figure 26, and multiple positions are associated with an opportunity, as shown in the bottom half of Figure 26.

The main difference between single- versus multiple-owner is that in single-owner situations, Assignment Manager can assign only one candidate, whereas in multiple-owner situations, Assignment Manager can assign many candidates. For information about which assignment objects are restricted to a single assignee and which objects are capable of incorporating a team of assignees, see Table 5.

Using Siebel Tools, you configure dynamic candidates by modifying dynamic candidate object properties. For more information about configuring dynamic candidates, see Process of Defining Dynamic Candidates.

In the GUI, you define team-based criteria for assignment rules that have dynamic candidates as you would any other criteria, that is, you apply a comparison method and define the criteria values. Only the Compare to Person or the Compare to Organization comparison methods are supported for team-based criteria.

Figure 26. Examples of Single- Versus Multiple-Owner Dynamic Candidate Types

However, an assignment rule defined for dynamic candidates does not necessarily need team-based criteria. An assignment rule can have any of the following:

• Static candidates and regular criteria
• Dynamic candidates and regular criteria
• Dynamic candidates and team-based criteria
• Dynamic candidates and a combination of regular and team-based criteria

Scenario for Using Dynamic Candidates with Team-Based Objects

This scenario provides an example of assigning only Sales Team positions to an opportunity related to an account. You may use this feature differently, depending on your business model.

A large corporation has just identified a new opportunity for an existing account. The senior VP wants to make sure that only members of a specific sales team are assigned to this opportunity. The sales team for this account opportunity has the following positions: