Applications Administration Guide > Proposals >

Defining Document 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:

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.

To create a record for a mapping

  1. From the application-level menu, choose View > Site Map > Document Administration > Proposal Field Mappings.
  2. In the Business Objects list, add a new record, and complete the fields.

    The 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 in the Business Object field.
    Description
    Enter a description of the mapping for your own use.
  3. In the Business Objects Explorer, click the + icon next to the business object for which you just created a mapping.

    The Business Components folder for this business object appears.

  4. Click the + icon next to this Business Components folder.

    The Business Components list for this business object appears.

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

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.

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. Repeat Step 4 for each field that needs to be mapped.

    For samples, see Sample Field Mappings.


 Applications Administration Guide
 Published: 09 September 2004