SECTIONS
Here is a description of the fields on the Template Mapping object. See What is Template Mapping? for more details.
Key: * – Mandatory field; R – Read-only
| Field | Description | |
|---|---|---|
| Criteria Field | The field on the selected object you want to use to select records by, such as pse__Type__c. Each source object can only have one criteria field. | |
| Criteria Value | The value of the field you want to select records by, such as "Airfare" or "Lodging". Only source records that match this value will have the template applied. | |
| Level | R | The level within the source object hierarchy, such as Level 3 or Level 4. |
| Object Name | * | API name of the source object to use in the template mapping process, such as Expense__c. |
| Template | * | Lookup to the template to apply to the matching records. |