Table 224. Properties of the Assignment Object
|
|
Add Team Members (O) |
You can use one of the following values:
- TRUE. Assignment Manager deletes existing team members from the teams and existing assignment rules in the assignment rule intersection table that no longer qualify.
- FALSE. Assignment Manager never deletes existing team members from the assignment object even if they no longer qualify.
|
Assignment Date Column (O) |
Specifies the datetime stamp Siebel CRM uses to indicate the last time it assigned a record. This property can contain only the following value: ASGN_DT
|
Assignment Mode (O) |
Determines how Assignment Manager assigns an object according to organization or person. You can use one of the following values:
- Independent. Assigns any person and organization regardless of if a relationship exists between this person and organization.
- Person-Oriented. Assigns a person and then assigns only organizations to which this person belongs.
- Organization-Oriented. Assigns an organization and then assigns a person who belongs in this organization.
- Organization and Person-Oriented. Identifies all qualified people and all qualified organizations. It then assigns a person and an organization only if a relationship exists between this person and the organization.
|
Assignment Scoring Mode (R) |
Specifies the mode that Siebel CRM uses to determine an assignment. You can use one of the following values:
- Person-based. Set the assignment rule score to the score of the highest-scoring candidate. This is the default value.
- Organization-based. Set the assignment rule score to the score of the highest-scoring organization.
|
Auto Reassign (R) |
You can use one of the following values:
- TRUE. Assignment Manager automatically reassigns assignment objects if assignment attribute values are modified and if policies are defined. This is the default value.
- FALSE. Assignment Manager does not automatically reassign assignment objects.
If the Generate Triggers server component creates triggers for the active assignment policy, and if the Auto Reassign property is FALSE, then it does not create any triggers for the update. Assignment occurs only one time when Siebel CRM inserts the record. If you modify this property after you run a Generate Triggers server component job, then you must regenerate triggers. |
Calendar Activity Additional Fields (O) |
Specifies a string that Siebel CRM uses for an activity that it assigns according to availability. This string uses the following format: parent field, field 1, value1, field 2, value2
For example, you can specify the following fields for the Service Request object:
If the user creates a new activity, then Siebel CRM uses these field values for this new activity. For more information about assignments that Siebel CRM makes according to availability, see Siebel Assignment Manager Administration Guide. |
Calendar Create Activity (O) |
If Siebel CRM assigns an object according to availability, then you can use one of the following values:
- TRUE. Assignment Manager can create an activity in an employee calendar.
- FALSE. Assignment Manager cannot create an activity in an employee calendar. FALSE is the default value.
Siebel CRM assigns an object differently depending on if the object is an activity:
- An Activity. If an assignment rule qualifies an employee, and if the Check Employee Calendar property of this assignment rule includes a check mark, and if no other employee qualifies for this assignment rule, then Siebel CRM reuses the same activity.
- Not an activity. Siebel CRM creates a new activity for each employee who qualifies. It sets the parent activity for all activities to the original activity Id.
|
Calendar Duration Column (O) |
Specifies the column in the assignment object primary table that references the object duration. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Calendar Early Start Time Column (O) |
Specifies the column in the assignment object primary table that references the early start time of the object. This column contains the earliest date and time that an activity can start. The time range from Calendar Early Start Time to Calendar Start Time defines the time range that the activity can start. If you do not specify a value, then the activity can start any time before the value that the Calendar Start Time Column property contains. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Calendar Start Time Column (O) |
Specifies the column in the assignment object primary table that references the start time of the object. This column contains the latest time that an activity can start. The time range from Calendar Early Start Time to Calendar Start Time defines the time range that the activity can start. If Siebel CRM assigns an object according to availability, then you must specify this property. |
Default Employee (O) |
Specifies the login ID of the default employee. Assignment Manager assigns this employee if a conflict occurs and it cannot choose the correct set of employees. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Default Group (O) |
Not used. |
Default Org (O) |
Specifies the name of the default organization. Assignment Manager assigns this organization if a conflict occurs and it cannot choose the correct set of organizations. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Default Position (O) |
Specifies the name of the default position. Assignment Manager assigns this position if a conflict occurs and it cannot choose the correct set of positions. A conflict occurs if no assignment rules match or if two rules qualify with the same score. If you do not specify this property, then Assignment Manager sets the owner Id field in the object row to No Match Row Id. |
Employee Column (O) |
Specifies the name of the column in the employee intersection table that references rows in the employee table (S_EMPLOYEE). If the Employee Table property is not empty, then this property is required. |
Employee Denorm Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if the Assignment Manager can assign an employee in a denormalization program. |
Employee Key Column (O) |
Specifies the name of the column that contains the key values of the employees that Siebel CRM assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Employee Key Column is required. |
Employee Manual Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if a user can manually assign an employee. |
Employee Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary employee on a team or a single-owner employee. A single-owner employee is a type of assignment where Assignment Manager can assign only one candidate to an object. If you specify a value in the Employee Primary Column, and if you do not specify a value in the Employee Table, then Siebel CRM enables the assignment object for employees in the single-owner mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Column property is required. |
Employee Primary Column List (O) |
Specifies a comma-separated list of column names in the employee intersection table that Assignment Manager must copy if Siebel CRM modifies the primary employee. To copy the old primary employee to the new primary employee, Assignment Manager copies values from these columns. |
Employee Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign a primary employee in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Denorm Column property is required. |
Employee Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if a user can manually assign a primary employee. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary Manual Column property is required. |
Employee Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign a primary employee in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Employee property is TRUE, then the Employee Primary System Column property is required. |
Employee System Column (O) |
Specifies the name of a column in the employee intersection table. This column determines if Assignment Manager can assign an employee in non-Denormalization mode. If the Employee Table property is not empty, then the Employee System Column property is required. |
Employee Table (O) |
Specifies the name of the employee intersection table. If Assignment Manager can assign the assignment object to multiple employees, then this intersection table contains the set of employee IDs that it assigns to the assignment object IDs. If Assignment Manager assigns objects according to team, then the Employee Table property is required. |
Employee Team Score Column (O) |
Specifies the name of the column in the team table that contains scores for each member of an employee team. This property can reference any column that contains a number. |
Exclude Column (O) |
Specifies the name of the lock assignment column in the primary table, which is a column in the primary table of the assignment object that Siebel CRM can use to prevent Assignment Manager from processing some rows. Most of the assignment object tables include an ASGN_USR_EXCLD_FLG column. Siebel CRM displays this column in the client as a field named Lock Assignment for some objects. If Siebel CRM does not display this column for an assignment object, then you can query the Siebel database for the ASGN_USR_EXCLD_FLG column in the appropriate table. You typically set the value for this column through a business component, not through Assignment Manager. For example, if the user creates a new activity, then Siebel CRM automatically adds a check mark in the Lock Assignment checkbox for this activity. The user must remove this check mark before Siebel CRM can assign this activity. |
Group Column (R) |
Specifies the name of a row ID column in the rule intersection table that references rows in the assignment rule table (S_ASGN_GRP). This column provides a foreign key to the assignment rule table. This key uniquely identifies a rule for each relationship between an assignment entity and a rule. If the Rule Table property is not empty, then the Group Column property is required. |
Group Denorm Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if Assignment Manager can use the assignment rule in denormalization mode. |
Group Manual Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if a user can manually use the assignment rule. |
Group Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary or single-owner rule. If the Set Primary Rule property is TRUE, then the Group Primary Column property is required. |
Group Primary Column List (O) |
Specifies a comma-separated list of column names in the rule intersection table that Assignment Manager copies if Siebel CRM modifies the primary rule. It copies values from these columns from the old primary rule to the new primary rule. |
Group Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can use the primary rule in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary Denorm Column property is required. |
Group Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if a user can manually use the primary rule. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary Manual Column property is required. |
Group Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign the primary rule in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Group property is TRUE, then the Group Primary System Column property is required. |
Group System Column (O) |
Specifies the name of a column in the rule intersection table. This column determines if Assignment Manager can assign the rule in denormalization mode. |
Group Table (O) |
Specifies the name of the rule intersection table. |
Ignore Assignment Attributes (R) |
You can use one of the following values:
- TRUE. Assignment Manager ignores assignment criteria that are not relevant to the assignment object. For example, if an assignment rule specifies Service Request Priority as a criterion, and if Assignment Manager assigns opportunities and accounts, then it ignores this criterion. Service Request Priority is an assignment attribute that is relevant only to a service request.
- FALSE. Assignment Manager evaluates all assignment criteria.
|
Keep Creator (R) |
You can use one of the following values:
- TRUE. Assignment Manager cannot delete the creator of the assignment object from the team.
- FALSE. Assignment Manager can delete the creator.
|
Keep Man Asgn Primary Employee (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
- TRUE. If the user explicitly sets the primary employee of a team, then Assignment Manager does not set this employee. Instead, it adds a check mark to the Primary Person Manual property of the primary table that the assignment object references.
- FALSE. Assignment Manager sets the primary employee of a team.
|
Keep Man Asgn Primary Group (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
- TRUE. If the user explicitly sets the primary assignment rule for a team, then Assignment Manager does not set this rule. Instead, it adds a check mark to the Primary Assignment Rule Manual property of the primary table that the assignment object references.
- FALSE. Assignment Manager sets the primary assignment rule even if the user already manually assigned it.
|
Keep Man Asgn Primary Org (O) |
You can use one of the following values:
- TRUE. If you define the Org Primary Manual Column property for an assignment object, and if the value in the column that this property references contains a Y, then Assignment Manager does not reassign the primary organization.
- FALSE. Assignment Manager does examine the Org Primary Manual Column property.
|
Keep Man Asgn Primary Position (O) |
If Assignment Manager assigns an object according to team, then you can use one of the following values:
- TRUE. If the user explicitly sets the primary position for a team, then Assignment Manager does not set this position. Instead, it adds a check mark to the Primary Person Manual property of the primary table that the assignment object references.
- FALSE. Assignment Manager sets the primary position.
|
Keep User Assigned (R) |
If Assignment Manager assigns an object according to a team, then you can use one of the following values:
- TRUE. Assignment Manager keeps manually assigned employees, positions, and assignment rules. In this situation, a position that a user adds to an account sales team is an example of a person. A territory that a user adds to a territory list for an opportunity is an example of an assignment rule.
- FALSE. An automatic assignment operation can replace a manually assigned employee, position, or assignment rule.
To determine if a user manually assigned an object, Assignment Manager examines the value of the Team Manual Column property. |
Max Number Per Role (O) |
Not used. |
Name (R) |
Specifies the name of the assignment object. This property uniquely identifies the assignment object in the repository. It provides the name that Siebel CRM displays in the picklist and multivalue group applet for assignment rules in administration views. |
Org Column (R) |
Specifies the name of the column in the organization intersection table that references rows in the organization table. If the Org Table property is not empty, then the Org Column is required. |
Org Denorm Column (O) |
Specifies the name of a column in the organization intersection table. This column determines if Assignment Manger can assign an organization in denormalization mode. |
Org Key Column |
Specifies the name of a column. This column contains the key values of the organizations that Assignment Manager assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Org Key Column property is required. |
Org Manual Column (O) |
Specifies the name of a column in the organization intersection table. This column specifies if the user can manually assign an organization. |
Org Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary organization for a team or a single-owner organization. If you specify a value in the Org Primary Column property, and if you do not specify a value in the Org Table property, then Siebel CRM enables the assignment object for organizations that Assignment Manager assigns in single-owner mode. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Column property is required. |
Org Primary Column List (O) |
Specifies a comma-separated list of column names in the organization intersection table. If Siebel CRM modifies the primary organization, then Assignment Manager copies values from these columns from the old primary organization to the new primary organization. |
Org Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manger can assign the primary organization in denormalization mode. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Denorm Column property is required. |
Org Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if the user can manually assign the primary organization. If the assignment rule is a single-owner rule, or if the Set Primary Org property is TRUE, then the Org Primary Manual Column property is required. |
Org Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Assignment Manager can assign the primary organization in denormalization mode. If the assignment rule is a single-owner rule, or if the Org Primary System Column property is TRUE, then the Org Primary Manual Column property is required. |
Org System Column (O) |
Specifies the name of a column in the organization intersection table. This column determines if a user can manually assign an organization. |
Org Table (O) |
Specifies the name of the organization intersection table. If Assignment Manager can assign the assignment object to multiple organizations, then this intersection table contains the set of organization IDs that it assigns to assignment object IDs. If Assignment Manager assigns objects according to team, then the Org Table property is required. |
Org Team Score Column (O) |
Specifies the name of a column in the team table. This column contains scores for each member of an organization team. This property can reference any column that can contain a number. |
Position Column (R) |
Specifies the name of a column in the position intersection table. This column references rows in the position table (S_POSTN). If the Position Table property is not empty, then the Position Column property is required. |
Position Denorm Column (O) |
Specifies the name of a column in the position intersection table. This column determines if the denorm program can assign a position. If the Position Table property is not empty, then the Position Denorm Column property is required. |
Position Key Column |
Specifies the name of a column. This column contains the key values of the employees that Assignment Manager assigns to the team at runtime. If the UseKeyValue server component parameter is True, then the Position Key Column property is required. |
Position Manual Column (O) |
Specifies the name of a column in the position intersection table. This column determines if the user can manually assign a position. If the Position Table property is not empty, then the Position Manual Column property is required. |
Position Primary Column (O) |
Specifies the name of a column in the primary table. This column contains the primary position for teams or it contains a single-owner position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Column property is required. |
Position Primary Column List (O) |
Specifies a comma-separated list of column names in the position intersection table. If Siebel CRM modifies the primary position, then Assignment Manager copies values from these columns from the old primary position to the new primary position. |
Position Primary Denorm Column (O) |
Specifies the name of a column in the primary table. This column determines if the denorm program assigns the primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Denorm Column property is required. |
Position Primary Manual Column (O) |
Specifies the name of a column in the primary table. This column determines if the user can manually assign a primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary Manual Column property is required. |
Position Primary System Column (O) |
Specifies the name of a column in the primary table. This column determines if Siebel CRM assigns the primary position. If the assignment rule is a single-position rule, or if the Set Primary Position property is TRUE, then the Position Primary System Column property is required. |
Position System Column (O) |
Specifies the name of a column in the position intersection table. This column determines if Siebel CRM assigns a position. This property is required if the Position Table property is not empty. |
Position Table (O) |
Specifies the name of the position intersection table. If Assignment Manager can assign the assignment object to multiple positions, then this intersection table column contains the set of position IDs that it assigns to the assignment object IDs. If Assignment Manager assigns objects according to a team, then the Position Table property is required. |
Position Team Score Column (O) |
Specifies the name of a column in the team table. This column contains scores for each member of a position team. This property can reference any column that can contain a number. |
Primary Table (R) |
Specifies the name of a primary table. The business component references this table. For example, S_ORG_EXT is the primary table for the Account assignment object. |
Set Primary Employee (O) |
Specifies the primary employee. This employee is typically the employee who possesses the highest score in the assignment rule that possesses the highest score. You can use one of the following values:
- TRUE. Assignment Manager chooses and sets the primary employee.
- FALSE. Assignment Manager does not choose and set the primary employee.
|
Set Primary Group (O) |
Specifies the primary assignment rule. This rule is typically the rule that possesses the highest score in the assignment rule. You can use one of the following values:
- TRUE. Assignment Manager chooses and sets the primary position.
- FALSE. Assignment Manager does not choose or set the primary position.
|
Set Primary Org (O) |
Specifies the primary organization rule. This organization is typically the organization that possesses the highest score in the assignment rule. You can use one of the following values:
- TRUE. Assignment Manager chooses and sets the primary organization.
- FALSE. Assignment Manager does not choose or set the primary organization.
|
Set Primary Position (O) |
Specifies the primary position. This position is typically the position that possesses the highest score in the assignment rule. You can use one of the following values:
- TRUE. Assignment Manager chooses and sets the primary position.
- FALSE. Assignment Manager does not choose or set the primary position.
|
Skill Item Table (O) |
Specifies the name of the skill item table that contains skills for the assignment object. This table must be a child table of the table that the Skill Table property specifies. The Skill Id column is a foreign key column to the skill table. |
Skill Table (O) |
Specifies the name of the table that contains skills for an assignment object. |
Team |
You can use one of the following values:
- TRUE. To determine the assignment criterion, Siebel CRM uses a column in the team table.
- FALSE. To determine the assignment criterion, Siebel CRM does not use a column in the team table.
Siebel CRM uses this property for dynamic candidates. |
