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Siebel Correspondence, Proposals, and Presentations Guide > Proposals > Defining Proposal 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
- Navigate to the Administration - Document screen > Proposal Field Mappings view.
- In the Business Objects list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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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. |
- 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.
- Click the plus sign (+) next to this Business Components folder.
The Business Components list for this business object appears.
- In the Business Component list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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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.
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