Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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This topic gives one example of configuring Siebel Assignment Manager to assign a manager of an existing team to an account, contact, or opportunity belonging to a subordinate. You might use this feature differently, depending on your business model.
To assign a manager to an account, contact, or opportunity record belonging to a subordinate
Start Siebel Tools.
Create a new symbolic string, and then apply this definition to the Display Name property for the Account Assignment Object.
In the Object Explorer, select Symbolic String.
Choose Edit, then New Record, to create a new symbolic string record.
For more information about symbolic strings, see Using Siebel Tools.
Create a new Dynamic Candidate record.
In the Object Explorer, expand Workflow Policy Object, then expand Assignment Object, and then select Dynamic Candidate.
Choose Tools, then Lock Project (or Alt+L), to lock the project.
In the Dynamic Candidates window, choose Edit, then New Record, to add a new record with the following property settings:
Display Name = Reporting Candidate
Team Type = Position
In the Object Explorer, expand Dynamic Candidate Component, and in the Dynamic Candidate Component list, choose Edit, then New Record, to add a new record with the following property settings:
Name= Account Position
Primary = Y
Source Table Name = S_ACCNT_POSTN
Source Column Name = OU_EXT_ID
Create another Dynamic Candidate record with the following property settings:
Name = Reporting Position
Candidate Table = TRUE
Source Table Name = S_PARTY_RPT_REL
Source Column Name = SUB_PARTY_ID
Target Component Name = Account Position
Target Column Name = POSITION_ID
Candidate Id = PARTY_ID
Set the Display Name - String Reference property to the symbolic string that you created in Step 2.
Note: After configuration, the display name for the team appears in the Person Candidates Source or the Organization Candidates Source list of value (LOV) fields on the assignment rule (in the Administration - Assignment screen, and the Assignment Rules List view). |
Check in the configuration to the server database.
Launch the Siebel application.
Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.
In the Assignment Rules list, select the assignment rule for which you want to apply this configuration.
Set the Person Candidates Source field to the dynamic candidate display name that you created Step 3.
Release the rules.
Note: For testing purpose, it is recommended that you run an AsgnBatch server component job to verify the assignees. |