Configure Multi-source Process with 3 or More Source Headers
Consider the example of an existing Service Contract, into which you need to import details from 3 Service Plan templates, each source template record having its own child records. Here is how this can be achieved:
1. Create two more custom Service Plan lookup fields in Service Contract object (it has one Service Plan lookup field already).
2. Configure three Source To Target type SFM transactions with Service Plan as source header and Service Contract as target header. Include the required child objects and map from source to target. These are the secondary SFM transactions.
3. Configure a Standalone Edit type SFM transaction with Service Contract as the header, and include all the 3 Service Plan lookup fields in the page layout. Define multi-source configuration on the first Service Plan lookup field, with the first secondary SFM transaction configured as the sub-process.
4. Configure two more Standalone Edit type SFM transactions with Service Contract as the header. Define multi-source configuration on the second and third Service Plan lookup fields in the second and third SFM transaction respectively, with the appropriate secondary SFM transaction configured as the sub-process in each.
5. Configure the above 3 Standalone Edit SFM transactions as SFM Wizard Steps, with handover from first to second and second to third. Configure the second and third steps as Background execution mode steps.
6. Launch the first SFM transaction in SFM Delivery by clicking the first wizard step, select the appropriate Service Plan templates for the three Service Plan lookup fields, and Save. This executes all the three SFM transactions with the associated multi-source configuration, with two executed in background mode. This copies the mapped information from each Service Plan to the same Service Contract record, and creates the child records as defined for each of the Service Plans.