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Field Action
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Field Description
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General Section
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Field Name
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This field is pre-populated from the selected object and is not editable.
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API Name
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This field is pre-populated from the selected object and is not editable.
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Field Type
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This field is pre-populated from the object field type and is not editable.
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Read Only
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Click this checkbox to make the field read-only for your users.
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Required
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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
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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.
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Lookup Section
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Lookup Filter
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Click the Search icon to select the required lookup for the field.
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Autofill Mapping
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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
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Select the Context Source Object from the drop-down. This option also allows you to select the header as a source context.
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Override Context
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Enable this toggle button to override the context filter.
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Context
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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.
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Matching Field
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Select a field from the drop-down list with which the context filter matches.
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Default and Mapped Value Section
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Value Mapping Rule
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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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