Applications Administration Guide > Proposals >

Defining Proposal Field Mappings

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

This mapping tells Siebel Proposals which Siebel field to use for substituting data for a particular bookmark in your proposal template. For example, by mapping the bookmark Company to the Account field, you tell Siebel Proposals 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.

Because you may be working with multiple proposal templates, you can have multiple sets of bookmarks. Therefore, you might have one mapping for one proposal template and another mapping for another proposal. Or you might use a single mapping for several proposal 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 proposal 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 perform the following tasks:

• Create a mapping
• Associate a template with the mapping

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

NOTE:  You may want to base your mappings on the sample mappings that come with Siebel Proposals, which are described in Sample Field Mappings.

Creating a Mapping

To create a field mapping, first create a record for the mapping, and then map the fields.

NOTE:  For Siebel Tools objects to be accessible in the Siebel application, the Siebel repository must be updated in the appropriate database.

To create a record for a mapping

1. Navigate to the Administration - Document screen > Proposal Field Mappings view.
2. In the Business Objects list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Mapping Name	Enter a name for the mapping.
   Business Object	Select the business object that contains fields used in the proposal. For example, if you are creating an opportunity proposal, select Opportunity from the Business Objects dialog box.
   Description	Enter a description of the mapping for your own use.

3. In the Business Objects Explorer, click the plus sign (+) next to the business object for which you just created a mapping.

   The Business Components folder for this business object appears.

4. Click the plus sign (+) next to this Business Components folder.

   The Business Components list for this business object appears.

5. In the Business Component list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Business Component	The business components must be related to the business object.
   Search Specification	The search specification limits the records returned from the business component. If the search specification is not entered, all records from the business component will be returned.

NOTE:  You can associate more than one business component mapping to an object. For example, if you are creating an Opportunity proposal, you select the Opportunity business component. You can also select the TAS Account business component to create mappings for views under the Opportunity TAS view.