Candidates Source Fields

For each assignment rule, the administrator determines whether Assignment Manager takes candidates directly from the assignment rule (statically) or dynamically from the object row by indicating the candidate source. There are two candidates source fields: person candidates and organization candidates.

Person Candidates Source Field

For the Person Candidates Source field, assignment rules apply as follows:

• From Rule. The candidates are the people (positions and employees) defined for an assignment rule and are statically assigned. This setting is the default value for person candidates.

• All People. The candidates are all the people (positions and employees) in the database and are statically assigned.

• Teams. The candidates are persons (positions and employees) from dynamic candidate teams that you defined in Siebel Tools. In Siebel Tools, you choose either positions or employees as the value of the Team Type property in the Dynamic Candidate object to indicate that the person candidates for the assignment rule will come dynamically from the relevant attribute on the object row.

  Two teams (Activity Account Team and Activity Asset Team) are provided as seed data, but you can add your own teams using Siebel Tools. In addition, several teams are predefined for use with territory management.

  For more information about the Team Type property, see Configuring Assignment Objects for Dynamic Candidates.

Organization Candidates Source Field

For the Organization Candidates Source field, assignment rules apply as follows:

• From Rule. The candidates are the organizations defined for an assignment rule and are statically assigned. This setting is the default value for organization candidates.

• All Organizations. The candidates are all the organizations in the database and are statically assigned.

• Teams. The candidates are organizations from dynamic candidate teams that you defined in Siebel Tools. In Siebel Tools, you choose organization as the value of the Team Type property in the Dynamic Candidate object to indicate that organization candidates for the assignment rule will come dynamically from the relevant attribute on the object row.

  No dynamic candidate team seed data is provided for organizations. You must configure your own teams according to your business needs.

  For dynamic candidate teams, the value in the Team Type assignment object property in Siebel Tools (Employee, Position, or Organization) determines what value appears in the candidates source LOV fields — that is, the Person Candidate Source field (Activity Account Team) and Organization Candidates Source field (From Rule) — in the assignment rule, as shown in the following figure.