Multi-Source Configuration
The multi-source process maps information from two source records to a single target header record, and (optionally) creates target child records from multiple source records. This is configured in the Advanced Options tab of SFM Designer. The configuration includes creation of two SFM transactions and defining one of them as the sub-process of the other. A standard SFM transaction with multi-source configuration is 'Create Preventive Maintenance Plan From Account'. This has Account as the primary source to map information to PM Plan. This invokes the sub-process 'Create Preventive Maintenance Plan From PM Template', to map information from the secondary source PM Template to the same target PM Plan. The sub-process is invoked in the background automatically on save.
1. Create the secondary SFM transaction to be configured as the sub-process.
◦ This will be of type Source To Target All.
◦ The target header object of this SFM will be the target header object of the primary SFM transaction.
◦ The source header object of this SFM will be an object to which a lookup field exists in the target header object.
◦ This SFM can optionally have one or more target child objects, created from one or more source child objects.
◦ The target child objects need not match between the primary and secondary SFM transactions.
2. Create/Edit the primary SFM transaction.
3. Select the Multi-Source Configuration in the Advanced Options tab. A list of Lookup fields from the target object appear in the 'Select source field for sub-process' picklist
4. Select a field from the Select source field for sub-process picklist, representing the source object of your secondary SFM A list of SFM transactions that can be used as a source for the secondary data appear in the Available SFM Processes section.