Field Action | Field Description | ||
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General Section | |||
Field Name | This field is pre-populated from the selected object and is not editable. | ||
API Name | This field is pre-populated from the selected object and is not editable. | ||
Field Type | This field is pre-populated from the object field type and is not editable. | ||
Read Only | Click this checkbox to make the field read-only for your users. | ||
Required | Click this checkbox to make the field mandatory. A * symbol is displayed for the fields that are marked as Required.
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Remove Field | Click the X mark on the right-hand side of the field to remove it from the section. Alternatively, scroll down to the end of the Field Properties box and then click Remove Field. | ||
Lookup Section | |||
Lookup Filter | Click the Search icon to select the required lookup for the field.
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Autofill Mapping | Select the appropriate mapping from the available list to get the fields auto-populated from the selected source object. Click New Configuration to create an Object Mapping. Refer to Creating Object Mapping section for more details.
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Lookup Context | Select the Context Source Object from the drop-down. This option also allows you to select the header as a source context. | ||
Override Context | Enable this toggle button to override the context filter. | ||
Context | Select a context from the available drop-down list. This drop-down list contains the list of fields that are added to the related section. | ||
Matching Field | Select a field from the drop-down list with which the context filter matches.
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Default and Mapped Value Section | |||
Value Mapping Rule | Choose a value mapping rule for the field from the following options: • Always Apply: The value mapping is always applied to the field. • Conditional: The value mapping is applied to the field when a specific condition is met. |