Using a Single Criterion for Multiple Assignment Objects

In some cases, you can create an assignment rule that assigns candidates to two or more assignment objects while using only one of the objects' criteria. For example, you might want the ability to assign both accounts and opportunities based on the criteria Opportunity Lead Quality. To configure Assignment Manager to assign accounts based on this criteria, you must first configure and expose the Opportunity Lead Quality column to the Account assignment object using Siebel Tools.

Note: The triggers for dynamic assignment are based on the workflow policy components and workflow policy component columns.

Tip: Assignment is based on data values in database fields. Therefore, configuration of the Assignment Attribute Column requires Workflow Policy Component and Workflow Policy Component Column information, and a Workflow Policy Component Column references a database table column.

Use the procedures in this topic to create assignment rules that use a single criterion for multiple objects. You define an assignment rule for two objects using the criteria of one object, following the tasks in Process of Defining Assignment Rules.

For procedures using a specific example, see Example of Using a Single Criterion for Two Assignment Objects.

For more information about workflows in general, see Siebel Business Process Framework: Workflow Guide.