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  (c) PMWeb, Inc., 2021

Generating

 
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.
 
Generating
1

CONTROL PANEL

1. CONTROL PANEL
Control Panel
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
Breadcrumbs Bar
3

HEADER TOOLBAR

3. HEADER TOOLBAR
Header Toolbar
4

HEADER

4. HEADER
 
  • Map ID Field - An alphanumeric ID for the record.
  • Description Field
  • From Field - Select the PMWeb record type you will be generating from here
  • To Field - Select the PMWeb record type you will be generating to here
  • System Map - Read only. If checked, this map was created by PMWeb and can be edited, but not deleted.
  • Accessed From Field - Read only
  • System Notes Field - Use this field to describe the map, if you wish
5

MAPPING TABLE

5. MAPPING TABLE
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.
6

OPTIONS

6. OPTIONS
  • 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.
  • Send Details - For future use