Defining Proposal Field Mappings
When you create the component documents of the proposal, you probably include bookmarks for personalized fields. You must map the bookmarks in the component documents to Siebel fields.
This mapping designates the Siebel field to use for substituting data for a bookmark in the component document. 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 proposal templates, you can have multiple sets of bookmarks. Therefore, you might use one mapping for one proposal template and another mapping for another proposal template, or you might use a single mapping for several proposal 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 proposal template. This section type retrieves multiple values from the multi-value field in table format.
This task is a step in Process of Creating Proposal Templates.