Admin Console: Difference between revisions

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== Entity maps ==
== Entity maps ==


Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for the conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc.
Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for creating child records from parent, for example:
* When you create a related record from the parent record's entity form, e.g., create a contact from the account.
* The conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc.


To define a new entity map:
To define a new entity map:
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# Select a field from the source entity, pair it with a field from the target entity, and click '''Add'''.
# Select a field from the source entity, pair it with a field from the target entity, and click '''Add'''.
# You can add multiple pairs.
# You can add multiple pairs.
The fields are then automatically filled when the target record is created. This function requires that the entities Entity Map and Attribute Map (and the important fields for these entities) are enabled in your app project.


== Automatic numbering ==
== Automatic numbering ==

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