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Use object mapping rules ​

Add a mapping action and use it to convert a source document into a target document.

Overview ​

After configuring an object mapping rule, associate it with a custom action on the source object. Users click the action to populate a new target record with mapped source data.

Before you begin ​

IMPORTANT

  • Administrators need permissions for Object Mapping Rules and Page Layouts.
  • Users need view permission for the source and create permission for the target.
  • The mapping rule must be enabled.

Procedure ​

1. Add a custom mapping action ​

  1. Go to Setup > Business Rule Management > Object Mapping Rules and confirm the rule exists.

  2. Go to Setup > Object Management > [Source Object] > Page Layout.

  3. Edit the active layout and add a custom action under Buttons and Actions.

  4. Enter a display name, select the mapping rule, and choose the Detail Page, Single-Record List Action, or Single-Record Related List Action location.

  5. Save the layout.

2. Convert a document ​

  1. Open a source record, such as a Quote.

  2. Click the configured action, such as Convert to Sales Order.

  3. The system opens a new Sales Order and populates mapped values.

  4. Complete required fields and click Save.