Updating or Inserting an Assignment Rule
This topic describes how to use the Upsert
command to update an assignment rule
(if it exists) or insert an assignment rule (if it does not exist) in your Oracle CRM On Demand environment; that is, a customer test
environment or production environment. For the purposes of the Oracle Migration Tool On Demand client, this is known as an Upsert
operation.
About the Upsert Operation
The Upsert
command updates an assignment rule based on either of the following
user keys:
User key 1. <RuleGroupName> and <RecordType> and <RuleName>.
User key 2. <RuleGroupName> and <RecordType> and <Order>.
Oracle CRM On Demand attempts to locate the rules that are specified in the input file based on the user keys. If a match is located, then the rule is updated. If a match is located for both user keys, then the match located for user key 1 takes precedence. If Oracle CRM On Demand cannot locate an assignment rule based on the user keys, then a new rule is created.
For each rule, the Upsert
command inserts or
updates rule criteria and team information based on the following
user keys:
Rule criteria. The <Sequence> element, which is a child element of the <ListofRuleCriteria> element.
Team information. The <User> element, which is a child element of the <Team> element.
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a specific assignment rule (if it exists) or to insert an assignment rule (if it does not exist):
migrationtool -u UserID -s ServerURL Upsert AssignmentRule AssignmentRuleXML
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
AssignmentRuleXML is the fully qualified path name of the assignment rule XML file, for example:
C:\My Files\My Assignment Rule.xml
Example of Updating or Inserting an Assignment Rule
The following is an example of updating an assignment rule (if it exists) or inserting an assignment rule (if it does not exist) in your Oracle CRM On Demand server:
migrationtool -u UserID -s ServerURL Upsert AssignmentRule "C:\Oracle Migration Tool On Demand\windows\repository\AssignmentRule\Account\MyAccountRuleGroup\My AssignmentRule1.xml"