Siebel Territory Management Guide > Setting Up and Running Territory Alignments > Configuring Additional Attributes for Territory Conditions >

Example of Making Attributes Available for Local Conditions


The following procedure uses Industry as an example of an attribute to show how to configure Siebel Territory Management to make attributes available for local conditions. The actual values you must use depend on the actual attribute and the data model you are working with.

For more information, see Configuring Additional Attributes for Territory Conditions.

To make attributes available for local conditions

  1. In Oracle's Siebel Tools, create a new workflow policy column record and complete the fields as follows:
    Property
    Example

    Name

    Industry

    Table Name

    S_INDUST

    Column Name

    NAME

    PickList

    PickList Industry

    Source Field

    Name

  2. Add a new workflow policy component column:
    1. Navigate to the workflow policy object TM Account, workflow policy component Industry.
    2. Create a new workflow policy component column.
    3. Complete the fields as follows:
      Property
      Example

      Workflow Column Name

      Industry

      Parent Name

      Industry

      Workflow Object Name

      TM Account

  3. Create a new assignment attribute record and complete the fields as follows; or, if the assignment record already exists, skip to Step 4.
    Property
    Example

    Bounded

    TRUE

    Data Type

    Varchar

    Name

    Industry Name

    Pick List

    PickList Industry

    Use Range

    FALSE

  4. For the assignment attribute you created in Step 3, create a new assignment attribute column and complete the fields as follows:
    Property
    Example

    Name

    Industry

    Assignment Object

    TM Account

    Workflow Policy Object

    TM Account

    Workflow Policy Component

    Industry

    Workflow Component Column

    Industry Name

  5. Create a new assignment criteria record and complete the fields as follows:
    Property
    Example

    Name

    Industry

    Display Name

    Industry Name

    Team

    FALSE

    Use Expertise

    FALSE

    NOTE:  As a best practice, you should use the same name for the TM Attribute LOV value and the corresponding Assignment Criteria in order to maintain consistency.

  6. For the assignment criteria record you created in Step 5, create a new assignment criteria attribute and complete the fields as follows:
    Property
    Example

    Name

    Industry

    Assignment Attribute

    Industry Name

    Store Column

    1

    Display Sequence

    1

    Display Name

    Industry Name

  7. In your Siebel Business application, in Administration - Data screen, List of Values view, add a new value to the Attribute LOV and complete the fields as follows:
    Field
    Value
    Example

    Type

    TM_ASGN_ATTRIBUTE

    TM_ASGN_ATTRIBUTE

    Display Value

    Text string

    Industry Name

    Language Independent Code

    Text string

    INDUSTRY NAME

    Parent LIC

    TM Object Name

    TM ACCOUNT

    For general information about adding a new value to an existing list of variables, see Siebel Applications Administration Guide.

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