Person-Oriented Assignment

If multitiered assignment is set to Person-Oriented mode, then the following situation occurs:

  • All organizations and people not matching assignment rule criteria are filtered out.

  • For each person who matches the assignment rule criteria, assign that person to the object.

  • Evaluate organization candidates for the assigned people's organizations. If the organization matches, then assign that organization to the object.

  • The European and Asian sales representatives are assigned, but only the Europe organization is assigned, as shown in the following table.

Person

Match

Organization

Match

Assigned Person

Assigned Organization

European Sales Representative

Yes

Europe

Yes

European Sales Representative

Europe

North American Sales Representative

No

North America

Yes

Not applicable

Not applicable

Asian Sales Representative

Yes

Asia

No

Asian Sales Representative

Not applicable

The following image illustrates assignment in Person-Oriented mode, where qualified people are assigned first, and then the qualified organizations that the assigned people belong to are assigned. In the following image

  • The Person Lee in the Organization Asia matches.

  • The Person Johansen in the Organization Europe matches.

  • The Organizations Europe and North Amerca match, Asia does not.

  • The result of Person-Oriented Assignment is as follows:

    Assigns both people matching.

    Assigns only the organization to which a matching person belongs.


Example of Person-Oriented Assignment: This image is described in the surrounding text.