for the Action business components Assignment Excluded field Business Component

For the action business components assignment

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for the Action business component’s Assignment Excluded field (Business Component, then Field, then Assignment Excluded). The value in the property is: Expr: "If ([Class] = LookupValue(""FS_ACTIVITY_CLASS"", ""Field Engineer Activity"") OR [Class] = LookupValue (""FS_ACTIVITY_CLASS"", ""Repair Activity"") OR [Class] = LookupValue(""FS_ACTIVITY_CLASS"", ""Preventive Maintenance""), ""N"", ""Y"")" Using Siebel Tools, you can implement assignment of all types of activities by setting the default value of the Assignment Excluded field to FALSE at the business component level. The following procedure explains how to set the Lock Assignment default value so that Assignment Manager assigns activity objects. A similar procedure can be used for other assignment objects. To set the lock assignment default value to assign activity objects 1 Start Siebel Tools. 2 In the Object Explorer, expand the Business Component object. 3 In the Business Components list, select Action. 4 In the Object Explorer, click Field. 5 In the Fields list, select Assignment Excluded, and change the Post Default Value field to N. 6 Check in the changes to the server. For more information about checking in changes, see Using Siebel Tools . 7 Recompile the siebel.srf file. For more information about recompiling the siebel.srf file, see “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 . 8 Make sure that all Siebel clients that create activity records have the new siebel.srf file by copying the newly compiled siebel.srf file to: For Siebel Server (for Siebel Web Clients), the objects\ language directory, where language is the appropriate language code, such as ENU for U.S. English. For Siebel Developer Web Clients, the objects\ language directory, where language is the appropriate language code, such as ENU for U.S. English. NOTE: This step applies only to the Siebel Web Client or Developer Web Client. Assignment Manager now assigns activity records based on the defined assignment rules.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Advanced Siebel Assignment Manager Configuration Configuring Assignment Objects to Copy Additional Columns to the Team Table 254 Configuring Assignment Objects to Copy Additional Columns to the Team Table When an item, such as an account or opportunity, is assigned to a team of people, the team field (the actual name of the field varies depending on the view) for that record shows a list of the people assigned to that item. This list of names is known as the team table for the given record. When making assignments, Siebel Assignment Manager passes information about the team members to the team table, such as the name of the person, that person’s position and user ID, and so on. This topic explains how to configure assignment objects to add additional information about team members to the team table.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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