Field Name | Description | ||
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Fields with an * asterisk denote mandatory fields. | |||
*Name | Enter a name for the Output Document process. | ||
*Object | Select an object from the drop-down list for which you want to create the Output Document. | ||
Display Name | Displays the user-given name of the selected object in the "Object" field. | ||
*Display File Name | Displays the runtime executable name of the Output Document. | ||
Tags | Search for available tags using the lookup search results. Tags categorize the Output Document under multiple groups. | ||
Description | Enter a description of your choice. (Not mandatory) | ||
Sync on Finalize | Select a sync option from the picklist. The Output Document finalized from mobile is synced back to the server using the selected sync option. The options are: • Default: The value when set to Default, the sync type configured in SET019 is applied on the Output Document is finalization. For more information, see SET019. • None: No sync option is applied. • Smart Sync: When the value is set to Smart Sync, the sync engine synchronizes the objects that are used by the current transactions along with the attachments when you create a new Output Document or edit an existing Output Document. • Full Sync: When the value is set to Full Sync, the sync synchronizes all the records matching the configured Download Criteria and Advanced Download Criteria, including attachments. It also synchronizes events, related records, and child records. After the completion of full sync, the screen is refreshed to reflect the new changes.
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Enable Version Control | Select this checkbox to generate multiple versions of an Output Document. This is applicable when the Global setting GBL037 is True, and allows the Output document to be saved as Salesforce files. |