Field Properties
The following screen displays the field properties for the header and related section.
Provide the details as explained in the following table to edit the field properties.
Field Action
Field Description
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.
* 
If the section is marked as Read-Only, you cannot mark a field Required. A warning message is displayed.
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.
* 
You can launch it for the selected lookup filter and update the details if required.
Click New Configuration to create a lookup filter and use it in the transaction designer.
The lookup configuration supports the Current Record Header for the child sections.
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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Click New Configuration to launch the Autofill Mapping screen in a new window for new mapping. The source and target objects are auto-selected from the Transactions selection.
For the selected mapping, you can open it in a new window to update the details.
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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To provide access to Middle Name and Suffix fields on Contact or Person Account objects, navigate to Setup > User Interface and enable them.
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.
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