Share

Assignment Policy

Introduction to the Assignment Policies

Siebel applications include predefined assignment policies for each of the predefined assignment objects. You should use these predefined assignment policies, however, you can also create new assignment policies for dynamic assignment. If you plan to use the predefined assignment policies, you must first activate them.

A Workflow Monitor Agent detects when a user changes data related to objects, and each Workflow Monitor Agent can monitor one or more assignment policies. You can use a single Workflow Monitor Agent to monitor all assignment policies by placing all assignment policies in the same workflow group (the predefined assignment policies are defined this way). You can also place the assignment policies in separate workflow groups and dedicate Workflow Monitor Agents for each workflow group.

The Assignment Manager Workflow policy actions you can use for an assignment policy are:

  • Assignment Request (In Process). This action assigns rows in its own process and does not use the AsgnSrvr server component.
  • Assignment Request. This action routes the requests to an AsgnSrvr process running in default mode.

If we want to use the rule group feature in dynamic assignment, create a workflow process that submits requests to the Assignment Server (AsgnSrvr) server component using a business service.

Creating Assignment Policies for Dynamic Assignment

Assignment policies are specialized workflow policies used for dynamic assignment. Siebel applications include predefined assignment policies for each of the predefined assignment objects. We should use these predefined policies for setting up dynamic assignment, however, we can create new assignment policies.

If we create a new assignment object for dynamic assignment, we must also create a new assignment policy for that object.

To create an assignment policy for dynamic assignment

  1. Navigate to the Administration – Assignment screen > Assignment Policies view.
  2. In the Assignment Policies list, click New.
  3. In the new assignment policy record, enter the relevant information.
  • Name: The name of the assignment policy.
  • Workflow Object: The assignment object to which the assignment policy belongs.
  • Policy Group: The workflow group for the assignment policy. The default for the predefined assignment policies is Assignment Group. Any new policies you create for use with Assignment Manager should use the Assignment Group policy group.
  • Activation: The start date of the assignment policy.
  • Expiration: The end date of the assignment policy.

By default, every assignment policy has an action. Use the following procedure only if you accidentally remove an action or create a new assignment policy

To create an action for an assignment policy for dynamic assignment

  1. With the newly created assignment policy still selected, in the Actions list, click New.
  2. In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
  3. In the Assignment Mode field, click the down-arrow button and select Match Assign.
  4. (Optional) Add a sequence number, if so desired.

Activating Assignment Policies to Enable Dynamic Assignment

To enable dynamic assignment for an assignment object, activate the assignment policy for that object.

  1. Navigate to the Administration – Assignment screen > Assignment Policies view.
  2. In the Assignment Policies list, select the assignment policy you want to activate.
  3. In the Expiration field, click to either null the existing value or set the value to a later date.
  4. Workflow components process only active assignment policies that have not expired.

After activating an assignment policy, you must generate triggers again for the changes to take effect.

Related Post: Assignment Rule

1 comment on “Assignment Policy”

Leave A Reply

Your email address will not be published. Required fields are marked *

error: Content is protected !!