Use this page to create Generating profiles. Profiles generate one PMWeb record from another. After a profile has been created, you link it to Workflow actions in Business Processes.
Use this table to map one or more fields. The record type selected in the From Field in the header appears in the left column, and the record type selected in the To Field appears on the right. In some fields you can select "[Custom Value]" and enter one in the field next to it.
Submit New Record in Workflow Checkbox - If checked, when a new record is generated, and if Visual Workflow is enabled for the record type, the new record will immediately be submitted.