Assignment Manager Generate Many Dx Files when Property "Add Team Members" = True (Doc ID 2303026.1)

Last updated on SEPTEMBER 06, 2017

Applies to:

Siebel Life Sciences CRM - Version 8.1.1.14.4 [IP2014] and later
Information in this document applies to any platform.

Goal

The customer requirements were the following:

1. Manually assigned positions should not be updated by the assignment manager.
2. Automatically assigned positions should be updated /removed by the assignment manager.

1. The first requirement was achieved by setting the below parameters for Account assignment object

Add Team Members = False (Do not replace the existing team members)
Keep User Assigned = True (Keep the manually assigned positions)

The customer found out that with the above settings positions assigned by the Assignment manager would also not be changed because of Add Team Members = False.

2. - For the second requirement the customer tried to set below parameters for Account assignment object:

Add Team Members = True
Keep User Assigned = True

This is working from business perspective (Automatically assigned positions are updated /removed by the assignment manager) but a large number of manually assigned positions were pushed down to the remote client, causing numerous dx files to be synchronized and pushing the sync time through the ceiling.

In (Doc ID 514863.1) it's explained that the below set of properties contradict each other and these combination settings are invalid and so the assignment manager's behavior is unpredictable.

Add Team Members = True
Keep User Assigned = True

 


 

Solution

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