Using a Single Criterion for Multiple Assignment Objects

In some cases, you can create an assignment rule that assigns candidates to two or more assignment objects while using only one of the objects' criteria. For example, you might want the ability to assign both accounts and opportunities based on the criteria Opportunity Lead Quality. To configure Assignment Manager to assign accounts based on this criteria, you must first configure and expose the Opportunity Lead Quality column to the Account assignment object using Siebel Tools.

Note: The triggers for dynamic assignment are based on the workflow policy components and workflow policy component columns.

Tip: Assignment is based on data values in database fields. Therefore, configuration of the Assignment Attribute Column requires Workflow Policy Component and Workflow Policy Component Column information, and a Workflow Policy Component Column references a database table column.

Use the procedures in this topic to create assignment rules that use a single criterion for multiple objects. You define an assignment rule for two objects using the criteria of one object, following the tasks in "Process of Defining Assignment Rules".

For procedures using a specific example, see "Example of Using a Single Criterion for Two Assignment Objects".

For more information about workflows in general, see Siebel Business Process Framework: Workflow Guide.

Creating a Workflow Policy Component for Two Assignment Objects

Use the following procedure to create a workflow policy component for two assignment objects.

To create a workflow policy component for two objects

1. Start Siebel Tools.

2. Select the workflow policy object for which you want to create a workflow policy component.

   1. In the Object Explorer, select Workflow Policy Object.

   2. In the Workflow Policy Objects window, select the object.

3. With the workflow policy object selected, choose Tools, then Lock Project (or Alt+L), to lock the project.

4. Add a new workflow policy component record.

   1. In the Object Explorer, expand Workflow Policy Component.

   2. In the Workflow Policy Component window, choose Edit, then New Record.

5. Enter information in the fields for the new record using the following substeps:

   1. In the Name field, type the name of the workflow policy component.

   2. In the Source Table Name field, select the source table for the workflow policy component.

   3. In the Source Column Name field, select the source column for the workflow policy component.

   4. In the Target Component Name field, select the target component for the workflow policy component.

   5. In the Target Column Name field, select the target column for the workflow policy component.

Mapping a Column to the Workflow Policy Component

After you create the workflow policy components for both objects, you map the workflow policy component to the assignment criteria. You do this by mapping a column to one of the workflow policy components.

To map a column to the workflow policy component

1. With the new record still selected, expand the Workflow Policy Component object in the Object Explorer, and then select the Workflow Policy Component Col object.

2. In the Workflow Policy Component Columns window, choose Edit, then New Record.

3. In the Workflow Column Name field, select the workflow column for the workflow policy component.

Mapping the Workflow Policy Component to the Assignment Attribute

After you map a column to the workflow policy component, you map the workflow policy component to the assignment attribute.

To map the workflow policy component to the assignment attribute

1. In the Object Explorer, expand the Assignment Attribute object, and then select the Assignment Attribute Column object.

2. In the Assignment Attribute Columns window, choose Edit, then New Record.

3. Enter information in the fields for the new record using the following substeps:

   1. In the Name field, type the name of the assignment attribute column.

   2. In the Assignment Object field, select the assignment object to which candidates are assigned for the assignment rule.

   3. In the Workflow Policy Component field, select the workflow policy component to map to this assignment attribute.

   4. In the Workflow Policy Component Column field, select the workflow policy component column to map to this assignment attribute.

   5. In the Sequence field, specify the sequence of this assignment attribute.

4. Update the Siebel runtime repository and run various server administration tasks.

   For instructions on updating your deployment with the new configurations, see "Updating Your Siebel Assignment Manager Deployment with New Configurations".

Note: You must redeploy the changes to the Siebel runtime repository whenever you add, inactivate, or delete any assignment object types, assignment criteria, and assignment attributes. Make sure that all projects are redeployed (not only the locked projects) if you inactivate or delete a high-level object type or assignment criteria. For more information about when to redeploy the changes to Siebel runtime repository, see "Updating Your Siebel Assignment Manager Deployment with New Configurations".