Adding Organizations to an Assignment Rule
Use the following procedure to add organizations to an assignment rule.
To add organizations to an assignment rule
Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.
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.
In the Organization Candidates list, click New.
In the Add Organization dialog box, select the organizations to include for this assignment rule, and then click OK.
In the new record in the Organizations list, click in the available fields to enter or edit the relevant information.
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.
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. |