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, Siebel 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 topic 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. Use the PositionTeamDenormN user property (where N is any number) to copy additional columns from the S_ASGN_GRP_POSTN assignment rule position candidate table to the team 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. In the Object Explorer, expand Assignment Object, and then select Assignment User Prop.

3. In the Assignment User Properties window, choose Edit, then 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:

      SrcCol,DestCol,UserKeyBool,DefaultValue
      

Table 10-1 provides descriptions for each field these values.

Table 10-1 User Property Values for Copying Additional Columns to the Team Table

Value	Description
SrcCol	The name of the source column in the assignment rule group position table whose value is copied to the destination column of the team table. Source columns available for copying use Boolean, string, number, and date data types.
DestCol	The name of the destination 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.
UserKeyBool	If this flag is set to Y (TRUE), then this indicates that 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 the description for the AllowDupPostn parameter in "Additional Information About Assignment Manager and Batch Assignment Component Parameters".
DefaultValue	Specifies the values that are inserted in the destination columns if the default position is assigned. In this case, you cannot specify the values to be copied in the ASGN_GRP_POSTN table. Note: This value is optional if the default position is not specified. That is, if the value for a position is NULL, then the default value is set to NULL as well.

At run time, Assignment Manager copies the user property values to the team table.

Example of Copying Additional Columns to the Team Table

This topic is part of "Configuring Assignment Objects to Copy Additional Columns to the Team Table".

The following procedure gives one example of copying additional columns to the team table. In this example, you copy data from the S_ASGN_GRP_POSTN rule group position table to the S_ORD_CRDT_ASGN team table of the Order (Sales Credit Assignment) assignment object.

You might use this feature differently, depending on your business model.

To configure the Order assignment object to copy the S_ORD_CRDT_ASGN column to the S_ASGN_GRP_POSTN team table

1. Start Siebel Tools.

2. Select the Order assignment object, which is the 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 Order.

   3. In the Object Explorer, expand Assignment Object, and then select Assignment User Prop.

3. In the Assignment User Properties window, choose Edit, then 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 10-1, "User Property Values for Copying Additional Columns to the Team Table"):

      SrcCol,DestCol,UserKeyBool,DefaultValue
      

      For this example, SrcCol copies values come from the S_ASGN_GRP_POSTN table. The following table shows some of 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
      PositionTeamDenorm5	CHAR3,FROM_BTM_NODE_FLG,N
      PositionTeamDenorm6	NUM2,ROLLUP_PCT,N
      PositionTeamDenorm8	CHAR5,ROLLUP_FRMLA,N
      PositionTeamDenorm21	BOOL5,QTA_RLP_ACNTED_FLG,N