Siebel CRM Assignment Manager Administration Guide Siebel 2018 E24725-01 |
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Using Siebel Tools, you can create new assignment objects by adding an assignment object to a workflow policy object. However, adding assignment objects can require the addition of skills or other tables and columns.
Caution: Because of the complex requirements involved, it is recommended that you submit a service request (SR) on My Oracle Support if you must create new assignment objects. If you create your own assignment objects, then you risk Assignment Manager making incorrect assignments. |
To create an assignment object
Start Siebel Tools.
In the Object Explorer, expand Workflow Policy Object, and select Assignment Object.
Tip: If Workflow Policy Object is not visible in the Object Explorer, then you can enable it by selecting View, then Options, then Object Explorer in the Development Tools Options dialog box. |
In the Workflow Policy Objects window, select the workflow policy object type for which you want to add the new assignment object.
Select the Assignment Objects window and choose Edit, then New Record.
Configure the assignment object by setting values in the appropriate fields for each property.
For a list of assignment object properties and their default values, see Siebel Object Types Reference.
If you are running dynamic assignment, then activate an assignment policy for the assignment object.
For more information about dynamic assignment, see "Process of Defining Assignment Policies for Dynamic Assignment".
Update your deployment with the new configurations.
For instructions, see "Updating Your Siebel Assignment Manager Deployment with New Configurations".