Process of Defining Dynamic Candidates

If you plan to create new dynamic candidate teams, then you must first modify the Dynamic Candidate objects before the candidates are available for adding to your assignment rules. The process is similar to Workflow Policy Component and Workflow Policy Component Column configuration. Using Siebel Tools, you modify the following object types:

Dynamic Candidate
Dynamic Candidate Component
Dynamic Candidate Component Col

Dynamic candidate configuration is a logical definition of the underlying team table, candidate column, and related joins to the assignment object. The Dynamic Candidate properties define the dynamic candidate name, team type, and so on. The Dynamic Candidate Component properties define the table and column names used in the join, and the Dynamic Candidate Component Col properties define columns used in the team-based criteria.

Note: If you plan to use only the predefined dynamic candidate teams (Activity Account Team or Activity Asset Team) for your assignment rules, or if you have already created other dynamic candidate teams, then you can skip most of the steps and proceed directly to step 2.

The process for defining dynamic candidate is a multi-step process and requires the following tasks. These tasks might vary according to your organization's business practices.