Mapping the Fields for Proposals

After you create a record for the mapping, you can map the fields. For information about samples, see Samples of Proposal Templates.

To map the fields for proposals

  1. Navigate to the Administration - Document screen, then the Proposal Field Mappings view.

  2. Navigate to the Business Component Fields list by completing the following steps:

    1. In the Business Objects explorer, click the arrow icon next to the business object name folder.

    2. Click the arrow icon next to this Business Components folder under the business object name folder.

    3. Click the arrow icon next to the business component name folder under the Business Components folder.

    4. Click the arrow icon next to the Business Component Fields folder under the business component name folder.

  3. In the Business Component Fields list, create a new record for each field to map, and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Bookmark

    Type the bookmark you added to the Microsoft Word component document.

    Business Component Field

    Select the field in the business component.