Adding Organizations to an Assignment Rule

Use the following procedure to add organizations to an assignment rule.

To add organizations to an assignment rule

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

  2. In the Assignment Rules list, drill down on the assignment rule for which you want to add organizations, and then click the Organization Candidates view tab.

  3. In the Organization Candidates list, click New.

  4. In the Add Organization dialog box, select the organizations to include for this assignment rule, and then click OK.

  5. In the new record in the Organizations list, click in the available fields to enter or edit the relevant information.

  6. If new candidates are added, then make sure that you release the assignment rules for the changes to take effect.

    For more information about releasing assignment rules, see Releasing Assignment Rules.

Note: If the All Organizations value is selected in the Organization Candidates Source field for the assignment rule, then all candidates are evaluated even if they are not listed in the Organization Candidates list.

The following table shows select predefined fields available for editing.

Field

Description

Activation

Start date of the assignment rule organization.

Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.

Expiration

End date of the assignment rule organization.

Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.

Score

An initial score for each organization is permitted in this field to differentiate between other organizations for potential assignment.