Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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Siebel Business Applications provide predefined definitions in the Siebel repository for several objects. Using Siebel Tools, you configure assignment object property values in the repository to control and customize the way objects are assigned.
Some properties specify the basic definition of an assignment object, such as the name of the primary table in which object rows for the assignment object are stored, the name of the employee team table, the name of the employee primary column, and so on.
Other properties control the behavior of Siebel Assignment Manager when processing rules. For example, the Add Team Members property controls whether to remove from the team any candidates that no longer qualify for an assignment rule or rules.
Table 6-2 provides the object types specific to Assignment Manager that you can configure using Siebel Tools.
Table 6-2 Assignment Manager Object Types
Object Type | Description |
---|---|
Assignment Object |
An assignment object specifies a business entity to which a candidate can be assigned, what is updated to accomplish that assignment, and other assignment behavior parameters. Assignment objects are assigned to assignment rules in the Objects to Be Assigned field of assignment rule records. Note: The Objects to Be Assigned field is a required field for assignment rules. |
Assignment User Prop |
Assignment user properties allow you to optionally specify additional run-time characteristics for each assignment object. Each assignment object has its own set of user property values. |
Assignment Object Extension |
This object type is a child of the Assignment Object object type that you can use to perform configuration related to Reporting mode. |
Assignment Attribute |
An assignment attribute object definition defines an attribute that can be referenced in assignment criteria records. It specifies a logical attribute that can be chosen from a picklist for defining comparisons. |
Assignment Attribute Column |
An assignment attribute column object definition assigns an assignment attribute to an assignment object and a workflow policy component column. These mappings set up value matching within the assignment object and workflow policy object. |
Assignment Criteria |
An assignment criteria object definition comprises multiple assignment attributes. Assignment criteria appear in the picklist in the Criteria list column when you are editing an assignment rule record. |
Assignment Criteria Locale |
This object type is used to store translated versions of localizable properties on the parent object type. For more information about the Locale object types, see Using Siebel Tools. |
Assignment Criteria Attribute |
An assignment criteria attribute lists the assignment attributes that are part of an assignment criterion. Assignment criteria attributes make it possible for an assignment criteria to consist of multiple attributes, known as composite criteria. |
Assignment Criteria Attribute Locale |
This object type is used to store translated versions of localizable properties on the parent object type. For more information about the Locale object types, see Using Siebel Tools. |
Dynamic Candidate |
This object type is used to store a collection of joins from the base table to the team table that allows Assignment Manager to select potential candidates dynamically based on the current record. |
Dynamic Candidate Component |
A dynamic candidate component defines the tables and columns in an nth level join. The first level defines the primary table, and the last level identifies the candidate table. |
Dynamic Candidate Component Col |
The Dynamic Candidate Component Col definition references a column within a particular level of a join that is used to evaluate assignment criteria or used to copy columns. |
Dynamic Candidate Locale |
This object type is used to store translated versions of localizable properties on the parent object type. For more information about the Locale object types, see Using Siebel Tools. |
For descriptions of, usage comments for, and property values for each of the predefined assignment objects, see Siebel Object Types Reference, and search for these object types.