About Criteria Values

Criteria values are details associated with criteria that are compared to an object or candidate. For assignment criteria that use the Compare to Object, Compare to Person, or Compare to Organization comparison method, each criterion includes one or more criteria values. A value represents the actual string, number, or date that is used in matching. Criteria values can be based on MLOVs, picklists (a pop-up pick applet from where you can choose a record), or simple free text fields.

Depending on the inclusion method, candidates that meet the criteria value have the criteria value score added to their total score. Criteria values can be defined as constants or can use wildcard characters to include a wider selection of potential matches between assignment rule and object.

Some predefined criteria values available dynamically based upon the criterion you select, or you can create your own criteria values using Siebel Tools. Each criteria value can include one or more attributes. For example, the Account City State Country criterion has three attributes: one each for City, State, and Country. This type of criterion is known as a composite criterion. Each of the assignment attributes appear as list columns in the Values list under Criteria. For more information about assignment attributes, see Creating Assignment Attributes.

Criteria values are considered differently when child components are involved. For example, consider a rule that uses both of the following criteria on the attributes coming from an Opportunity component. Assume also that both criteria are configured to be available to the Account and Opportunity assignment objects:

Opty Criteria1 = value1
Opty Criteria2 = value2

Consider the following two scenarios:

• Scenario 1: When the rule assigns to the Opportunity object

  The Opportunity component, in this context, is the primary component. Both criteria work on the same record, so the opportunity record must match both criteria if it is to be assigned.

• Scenario 2: When the rule assigns to the Account object

  The Opportunity component, in this context, is the child component of the Account object. All the opportunity records associated with the account represent one entity (a particular account), so the criteria are evaluated on all child records. If only one of the child records matches, then the criteria match. As a result, the rule passes if one of the opportunities matches Opty Criteria1, and one of the opportunities matches Opty Criteria2.

To add criteria values to an assignment criterion

1. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.

2. In the Assignment Rules list, select a rule, and click the Criteria tab.

3. With the appropriate assignment criterion selected in the Criteria list, scroll down to the Values subview.

4. In the Values list, click New.

5. In the new record, click in the available fields to enter the relevant information.

   Note: The assignment attributes for criteria values that are available differ depending on the assignment criterion that you select in the previous step.

You define different types of criteria values depending on the assignment attribute. For example, criteria values might:

• Appear as list of value (LOV) fields from which you choose a value (such as Account State).

• Show a pick dialog box from which you choose a value (such as Account).

• Represent numbers which you choose using the calculator button.

• Represent dates which you choose using the calendar select button.

The following table shows examples of assignment attributes for the assignment criterion created in step 2.

Criteria Value	Example
Score	10 6
Product Defect Priority	1 (Very High) 2 (High)