Applications Administration Guide > Presentations >

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 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:

Creating a Mapping

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

To create a record for a mapping

  1. From the application-level menu, choose View > Site Map > Document Administration > Presentation Field Mappings.

    The Business Objects view appears.

  2. In the Business Objects list, add a new record.
  3. Complete the fields (described in the following table).
    Field
    Comments
    Mapping Name
    Enter a name for the mapping.
    Business Object
    Click the select button in the Business Object field, and use the dialog box that appears to select the business object that contains fields used in the presentation, and then click OK. For example, if you are creating an opportunity presentation, select Opportunity in the Business Object field.
    Description
    Enter a description of the mapping for your own use.
  4. In the Business Objects Explorer, in the left frame, click the + icon next to the business object for which you created a mapping.
  5. Select the Business Components folder.
  6. In the Business Component list, add a new record and complete the fields.

NOTE:  You can associate more than one Business Component mapping with an Object. For example, if you are creating an opportunity presentation, you would select the Opportunity Business Component. You could also select the TAS Account Business Component to create mappings for views under the Opportunity TAS view.

To map the fields

  1. Navigate to the business component that contains the fields to be mapped.
  2. Click the + icon next to the Business Component name.

    The Business Component Fields folder appears.

  3. Click the + icon next to the Business Component Fields icon.

    The Business Component Fields list appears.

  4. In the Business Component Fields list, add a new record and complete the fields.
  5. Complete the fields and click Save.
  6. Repeat Step 4 and Step 5 for each field that needs to be mapped.

 Applications Administration Guide
 Published: 09 September 2004