Creating Header Records
Android and iOS
You can use Create New to create header records, optionally with child records.
To Create Header Records
1. Tap Create New icon on the top. The Create New screen with the list of all the available Standalone Create SFM processes is displayed.
2. Tap any Create SFM process to create a record.
3. Enter values in each of the fields and tap Add. Ensure to provide details in the mandatory fields; otherwise, an error message is displayed.
Default values for header and child object fields are populated as per the configured SFM Value Maps.
 | Note: • You cannot save the record until any error from the number field validation is corrected. • The multi-level mapping is supported by the header and child records. • The multi-level mapping is supported up to three levels. • The multi-level mapping is supported in lookup form-fill also. • The multi-level mapping does not support the configuration of preferences in mapping. |
Windows
To create header records:
1. Click the Create New icon on the top. The Create New screen with the list of all the available Standalone Create SFM processes is displayed.
2. Click any Create SFM process.
3. Enter values in each of the fields and click Save.
| | An error message is displayed if the mandatory fields indicated with an asterisk are not filled with a value. |
If you click back without saving the changes, a pop-up window is displayed, prompting you to choose to discard your changes.
4. Click Discard Changes to clear the changes and exit the screen.
| | Default values for the object fields are populated per the configured SFM Value Maps. If you have more than one button configured for the custom code snippet, it is displayed as a picklist value. |
| | • You cannot save the record until any error from the number field validation is corrected. • The multi-level mapping is supported by the header and child records. • The multi-level mapping is supported up to three levels. • The multi-level mapping is supported in lookup form-fill also. • The multi-level mapping does not support the configuration of preferences in mapping. |