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Dynamic Candidate values for Assignment Manager Rules (Doc ID 2664014.1)

Last updated on APRIL 27, 2020

Applies to:

Siebel CRM - Version 19.7 and later
Information in this document applies to any platform.

Symptoms

On : 19.7 version, Assignment Manager

When trying to use the same Dynamic Candidate name used for Orders in Assignment Manager Rules For Quotes, the Dynamic candidate of the Assignment Object fails.

Log shows the following:

Match Criterion 4 000000a15e8f01c2:205209 -------------------- END CRITERIA EVALUATION -----------------------
Match Error 1 000000a15e8f01c2:205209 2020-04-10 05:23:20 Rule ignored. Team 'Order: Contact Advisor Org' is not applicable to assignment object 'Quote'
Match Error 1 000000a15e8f01c2:205209 2020-04-10 05:23:20 Team 'Order: Contact Advisor' is not applicable to assignment object 'Quote'. Person candidates will not be evaluated.
Match Rule 3 000000a15e8f01c2:205209 Rule failed because no candidate passed.
Match Rule 3 000000a15e8f01c2:205209 Rule failed

 

The issue can be reproduced at will with the following steps:


1. In Siebel Tools, configure Dynamic Candidate in the Assignment Object for Quotes
2. Name the Dynamic Candidates Values as
Workflow Policy Object > Orders
   Assignment Object: Orders
         Dynamic Candidates:
          Order: Contact Advisor
          Order: Contact Advisor Org


Workflow Policy Object > Quotes
   Assignment Object: Quotes
         Dynamic Candidates:
          Order: Contact Advisor
          Order: Contact Advisor Org


 3. Go to Assignment Manager > Assignment Rule for Quotes > Fields:

Person Candidates Source = Order: Contact Advisor
Organization Candidates Source = Order: Contact Advisor Org

Both fields show in the dropdown list:

          Order: Contact Advisor
          Order: Contact Advisor Org

          Order: Contact Advisor
          Order: Contact Advisor Org

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution


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