Default SRP ClickLink Rules (Legacy Mode)

The related pages describe the default ClickLink rule records added by SRP.

Note:

ClickLink rules are only used in legacy mode Closed When SRP runs in legacy mode, it uses the older mechanism that were introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is deselected.. In enhanced mode Closed When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected., SRP uses Foundations mappings. For more information, see Object and Field Mappings.

The ClickLink Rule object is included in ClickLink. For more information about all of the available fields, see Rule Fields.

Reference

Journal Line Item to PSA Miscellaneous Adjustment ClickLink Rule

Payable Credit Note Expense Line Item to PSA Miscellaneous Adjustment ClickLink Rule

Payable Invoice Expense Line Item to PSA Miscellaneous Adjustment ClickLink Rule

PSA Billing Event Item to Sales Credit Note Line Item ClickLink Rule

PSA Billing Event Item to Sales Invoice Line Item ClickLink Rule

PSA Billing Event to Sales Credit Note ClickLink Rule

PSA Billing Event to Sales Invoice ClickLink Rule

PSA Employee Expense Item to Payable Credit Note Expense Line Item ClickLink Rule

PSA Employee Expense Item to Payable Invoice Expense Line Item ClickLink Rule

PSA Employee Expense to Payable Credit Note ClickLink Rule

PSA Employee Expense to Payable Invoice ClickLink Rule

PSA Expense Report to Payable Credit Note ClickLink Rule

PSA Expense Report to Payable Invoice ClickLink Rule

PSA Expense to Payable Credit Note Expense Line Item ClickLink Rule

PSA Expense to Payable Invoice Expense Line Item ClickLink Rule

PSA Miscellaneous Adjustment to Journal ClickLink Rule

PSA Miscellaneous Adjustment to Journal Line Item ClickLink Rule

PSA Vendor Invoice Item to Payable Credit Note Expense Line Item ClickLink Rule

PSA Vendor Invoice Item to Payable Invoice Expense Line Item ClickLink Rule

PSA Vendor Invoice to Payable Credit Note ClickLink Rule

PSA Vendor Invoice to Payable Invoice ClickLink Rule