Configuring Assignment Object Properties for Availability-Based Assignment

Using Siebel Tools, you configure an assignment object for availability-based assignment by setting the assignment object property and user property values and exposing some of those values in the user interface.

This task is a step in Process of Configuring Assignment Objects for Availability-Based Assignment.

To configure an assignment object for availability-based assignment

1. Start Siebel Tools.

2. In the Object Explorer, expand Workflow Policy Object and select the assignment object.

3. With the object selected, choose Tools, then Lock Project (or Alt+L), to lock the project.

4. In the Assignment Objects list, set the property values, as shown in the following table.

The following table shows the assignment object property values that you set for availability-based assignment. Each property is specified as one value string.

Property	Description
Calendar Activity Additional Fields	(Optional) When this property is specified, Assignment Manager sets the field value to the row ID of the assignment object when it creates the activity. Assignment Manager also sets the additional fields to the specified field values. For example, for the Service Request object, you can specify the following fields: Activity SR Id, Type, To Do.
Calendar Early Start Time Column	(Optional) The table column that references the early start time of the object. For example, X_EARLY_START_TIME.
Calendar Start Time Column	The table column that references the start time of the object. For example, X_START_TIME. If a value is not specified in the Calendar Start Time Column property for an assignment object, then Assignment Manager does not check calendars when assigning that object, even if the Check Employee Calendar flag is checked on the assignment rule. Instead, Assignment Manager assigns all candidates who meet the criteria for the rule. For example, if you do not specify the Start Date or Due Date for an activity, then Assignment Manager does not check calendars when assigning this activity, even if the assignment rule has the Check Employee Calendar flag checked. Instead, Assignment Manager assigns all candidates who meet the criteria for the rule.
Calendar Duration Column	The table column that references the duration of the object. For example, WORK_TM_MIN.
Calendar Create Activity	(Optional) Check this column if you want an activity created for the assigned employee. TRUE = Activity is created in employee's calendar FALSE = Activity is not created in employee's calendar Note: You must configure this property if you plan to use the Appointment Booking System to detect conflicts. For more information about the Appointment Booking System, see About Availability-Based Assignment and see Siebel Field Service Guide.

After the properties are configured for the assignment object, they must be made visible to the end user by adding them to the appropriate business component and applets.

Configure certain assignment user properties to come from either the object row itself or through constants.

For a procedure on how to do this, see Configuring Assignment Object User Properties for Availability-Based Assignment.

To make assignment object properties visible to the user

1. In the Object Explorer, expand Business Component, and select the appropriate business component.

2. With the business component selected, choose Tools, then Lock Project (or Alt+L), to lock the project.

3. In the Fields list, add the records as described in the following table.

   Property	Record 1	Record 2	Record 3
   Name	X_DURN_MIN	X_EARLY_START_TIME	X_START_TIME
   Changed	Check the flag	Check the flag	Check the flag
   Column	X_DURN_MIN	X_EARLY_START_TIME	X_START_TIME
   Text Length	22	7	7
   Precision	22	Not applicable	Not applicable
   Type	DTYPE_INTEGER	DTYPE_DATETIME	DTYPE_DATETIME
   Use Default Sensitivity	Check the flag	Check the flag	Check the flag

4. In the Object Explorer, expand Applet, and select the appropriate List Applet.

5. With the business component selected, choose Tools, then Lock Project (or Alt+L), to lock the project.

6. In the List Column list, add the records as described in the following table.

   Property	Record 1	Record 2	Record 3
   Field	X_DURN_MIN	X_EARLY_START_TIME	X_START_TIME
   Changed	Check the flag	Check the flag	Check the flag
   Available	Check the flag	Check the flag	Check the flag
   Display Name	X_DURN_MIN	X_EARLY_START_TIME	X_START_TIME
   HTML Display Mode	Encode Data	Encode Data	Encode Data
   HTML List Edit	Check the flag	Check the flag	Check the flag
   HTML Row Sensitive	Check the flag	Check the flag	Check the flag
   HTML Type	Text	Text	Text
   Runtime	Check the flag	Check the flag	Check the flag
   Text Alignment	Left (that is, first character alignment)	Left (that is, first character alignment)	Left (that is, first character alignment)

7. Select the appropriate browser from the Target Browser picklist.

   To expose the Target Browser picklist, launch Siebel Tools. Choose View, then Toolbars, then Configuration Context, and select the Target Browser option from the toolbar.