Defining Presentation Field Mappings

When you create the component slides of the presentation, you probably include bookmarks for personalized fields. You must map the bookmarks in the component slides to Siebel fields.

This mapping designates the Siebel field to use for substituting data for a bookmark in the component slide. For example, by mapping the Company bookmark to the Account field, each Company bookmark is replaced with the value of the Account field.

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

Because you might work with multiple presentation templates, you can have multiple sets of bookmarks. You can use one mapping for one presentation template and another mapping for another presentation, or you can use a single mapping for several presentation templates. In either case, you must specify a mapping name in the 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 type to the presentation template. This section type retrieves multiple values from the multi-value field in table format.

This task is a step in Process of Creating Presentation Templates.