If Assignment Manager is running in default mode and there are multiple rule

If assignment manager is running in default mode and

This preview shows page 59 - 62 out of 314 pages.

If Assignment Manager is running in default mode and there are multiple rule groups defined, then Assignment Manager evaluates the rules as if they are part of one big group. For example, assume there are two rule groups loaded by the same Assignment Manager server, with the sequences shown in Table 16 . Table 15. Example of a Rule Sequence Segment Assignment Rule Sequence # 1 Assign Sales Rep West 1 Assign Sales Rep North 1 Assign Sales Rep East 1 2 Assign Sales Rep West 2 Assign Sales Rep North 2 3 Assign Sales Rep West 3 Assign Sales Rep North 3 Assign Sales Rep East 3 Table 16. Example Rule Groups A and B Rule Group A Rule Group B 1 1 1 1
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Rule Administration 60 Then, this is the order Assignment Manager evaluates those rules: A1 A1 A1 B1 B1 A2 A2 B2 B2 A3 A3 B3 B3 B3 Sequence numbers can be assigned to assignment rules when creating new assignment rules or can be added to assignment rules at a later time. Defining Assignment Rules to Use a Single Criterion for Multiple Objects This topic is part of “About Assignment Rule Administration” on page 42 . In some cases, you may want to create an assignment rule that assigns candidates to two or more objects while using only one object’s criteria. This topic uses a specific scenario as an example in which you create an assignment rule to use only an Opportunity criteria to assign candidates to both the Opportunity and Account objects. This rule can be used to assign candidates to opportunities and their associated accounts. To create assignment rules that assign two objects using only one object criteria, you need to create and map workflow policy components using Siebel Tools after defining the assignment rule. 1 2 2 2 2 3 3 3 3 3 Table 16. Example Rule Groups A and B Rule Group A Rule Group B
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Assignment Rule Administration About Assignment Rule Administration Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 61 To define an assignment rule to use a single criterion for multiple objects 1 Create an assignment rule and specify the assignment objects that are assigned using this rule. For this example, create an assignment rule called Account/Opportunity and add the Account and Opportunity objects to this rule. For more information about creating assignment rules, see “Creating Assignment Rules” on page 51 . 2 Create an assignment criteria that applies to only one of the assignment objects in this assignment rule. For this example, configure the Lead Quality Code assignment criteria (an Opportunity object criteria). For more information about creating assignment criteria, see “Creating Assignment Rules” on page 51 . 3 After the assignment rule is defined, create a workflow policy component that maps to both objects.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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