Template mapping lets you map revenue recognition templates to source records so that you do not have to select a template each time you create a record.
Template mapping is only available for the following objects:
- If you have installed the PSA expansion pack, template mapping is available for Expenses and Timecards.
- If you have installed the FFA expansion pack, template mapping is available for Sales Invoice Lines and Credit Note Lines.
Contact FinancialForce if you wish to use template mapping with other source objects.
You can apply the same template to all records of a given type (for example, you might want to apply the Timecard - Delivery template to all your timecards), or you can specify criteria so that a template is only applied to records that meet those criteria. The template mapping process only runs when records are created, so if a record is subsequently edited and no longer meets the criteria its template will remain unchanged.
Examples
| Source Object | Criteria Field | Criteria Value | Template |
|---|---|---|---|
| Timecard__c | <blank> | <blank> | RRT1 |
| Timecard__c | Job_Title__c | Business Analyst | RRT2 |
| Timecard__c | Job_Title__c | Consultant | RRT3 |
| Expense__c | <blank> | <blank> | RRT11 |
| Expense__c | Type__c | Lodging | RRT12 |
| Expense__c | Type__c | Recruiting | RRT15 |
In the timecard example, when a business analyst creates a timecard, the RRT2 template is automatically applied. When a consultant creates a timecard, the RRT3 template is automatically applied. Timecards for people with other job titles will use the RRT1 template.
Notes:
- You can only use one criteria field on each source object. So, if you create a Job Title template mapping record on the Timecard Split object, you cannot use another Timecard Split field on another template mapping record.
- Each combination of source object and criteria field and criteria value must be unique.
- You can disable template mapping on the Timecard Split object and the Expenses object via custom settings. See Managing Custom Settings for more details.