Example of Using a Single Criterion for Two Assignment Objects on page 147

Example of using a single criterion for two

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“Example of Using a Single Criterion for Two Assignment Objects” on page 147 . After you create the workflow policy components for both objects, you need to map the workflow policy component to the assignment criteria. You do this by mapping a column to one of the workflow policy components. In this example, you map the Opportunity workflow policy component to the Opportunity Lead Contact assignment criteria. To map a column to the workflow policy component 1 With the Account or Opportunity record still selected, expand the Workflow Policy Component object in the Object Explorer, and then select the Workflow Policy Component Col object. 2 In the Workflow Policy Component Columns window, choose Edit, then New Record. 3 In the Workflow Column Name field, select the workflow column for the workflow policy component. For this example, select Opportunity Lead Quality. Mapping the Account or Opportunity Workflow Policy Component to the Lead Quality Code Assignment Attribute This topic is part of “Example of Using a Single Criterion for Two Assignment Objects” on page 147 . After you map a column to the workflow policy component, you map the workflow policy component to the assignment attribute. In this example, you map the Account or Opportunity workflow policy component to the Lead Quality Code assignment attribute. To map an assignment attribute to the workflow policy component 1 In the Object Explorer, select the Assignment Attribute object. 2 In the Assignment Attributes window, select Lead Quality Code. 3 In the Object Explorer, expand the Assignment Attribute object and select the Assignment Attribute Column object. 4 In the Assignment Attribute Columns window, choose Edit, then New Record. 5 Enter information in the fields for the new record as described in the following substeps: a In the Name field, type the name of the assignment attribute column. For this example, type Account: Lead Quality .
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Basic Configuration for Siebel Assignment Manager Example of Using a Single Criterion for Two Assignment Objects 150 b In the Assignment Object field, select the assignment object to which candidates are assigned for the assignment rule. For this example, select Account. c In the Workflow Policy Component field, select the workflow policy component to map to this assignment attribute. For this example, select Account/Opportunity. d In the Workflow Policy Component Column field, select the workflow policy component column to map to this assignment attribute. For this example, select Opportunity Lead Quality. e In the Sequence field, specify the sequence of this assignment attribute. For this example, type 2 . 6 Update the siebel.srf file and run various server administration tasks.
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  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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