Example of Making Attributes Available for Local Conditions

The following procedure uses Industry as an example of an attribute to show how to configure Siebel Territory Management to make attributes available for local conditions. The actual values you must use depend on the actual attribute and the data model you are working with.

For more information, see Configuring Additional Attributes for Territory Conditions.

To make attributes available for local conditions

1. In Siebel Web Tools, create a new workflow policy column record and complete the fields as follows:

   Property	Example
   Name	Industry
   Table Name	S_INDUST
   Column Name	NAME
   PickList	PickList Industry
   Source Field	Name

2. Add a new workflow policy component column:

   1. Navigate to the workflow policy object TM Account, workflow policy component Industry.

   2. Create a new workflow policy component column.

   3. Complete the fields as follows:

      Property	Example
      Workflow Column Name	Industry
      Parent Name	Industry
      Workflow Object Name	TM Account

3. Create a new assignment attribute record and complete the fields as follows; or, if the assignment record already exists, skip to Step 4.

   Property	Example
   Bounded	TRUE
   Data Type	Varchar
   Name	Industry Name
   Pick List	PickList Industry
   Use Range	FALSE

4. For the assignment attribute you created in Step 3, create a new assignment attribute column and complete the fields as follows:

   Property	Example
   Name	Industry
   Assignment Object	TM Account
   Workflow Policy Object	TM Account
   Workflow Policy Component	Industry
   Workflow Component Column	Industry Name

5. Create a new assignment criteria record and complete the fields as follows:

   Property	Example
   Name	Industry
   Display Name	Industry Name
   Team	FALSE
   Use Expertise	FALSE

   Note: As a best practice, you should use the same name for the TM Attribute LOV value and the corresponding Assignment Criteria in order to maintain consistency.

6. For the assignment criteria record you created in Step 5, create a new assignment criteria attribute and complete the fields as follows:

   Property	Example
   Name	Industry
   Assignment Attribute	Industry Name
   Store Column	1
   Display Sequence	1
   Display Name	Industry Name

7. In your Siebel Business application, in Administration - Data screen, List of Values view, add a new value to the Attribute LOV and complete the fields as follows:

   Field	Value	Example
   Type	TM_ASGN_ATTRIBUTE	TM_ASGN_ATTRIBUTE
   Display Value	Text string	Industry Name
   Language Independent Code	Text string	INDUSTRY NAME
   Parent LIC	TM Object Name	TM ACCOUNT

For general information about adding a new value to an existing list of variables, see Siebel Applications Administration Guide.