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Defining Presentation Field Mappings

When you created the component slides of your presentation, you probably included bookmarks for personalized fields. You must map the bookmarks in the template's components to Siebel fields.

This mapping tells Siebel Presentations which Siebel field to use for substituting data for a particular bookmark in your presentation template. For example, by mapping the bookmark Company to the Account field, you tell Siebel Presentations to replace each Company bookmark with the value of the Account field.

You cannot map fields to a bookmark in the template's header or footer, unless that bookmark is also somewhere else in the content of the template, other than in the footer or header.

Since you may be working with multiple presentation templates, you can have multiple sets of bookmarks. You could have one mapping for one presentation template and another mapping for another presentation, or you could use a single mapping for several presentation templates. In either case, you must specify a mapping name in your template record to associate the template with a specific mapping.

If you map a bookmark to a multi-value field, the primary record of the group is retrieved. If you want to retrieve multiple values from a multi-value field, you can add a Table section to the document template. This section type will retrieve multiple values from the multi-value field in table format.

To map the bookmarks in a template's components to fields, you must:

• Create a mapping.
• Associate a template with the mapping.

These tasks are a step in Process of Creating Presentation Templates.