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
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The Person Lee in the Organization Asia matches.
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The Person Johansen in the Organization Europe matches.
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The Organizations Europe and North Amerca match, Asia does not.
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The result of Person-Oriented Assignment is as follows:
Assigns both people matching.
Assigns only the organization to which a matching person belongs.
