PMWeb Administrative Guide
×
Menu
Index
Search
 
   
   
   
 
 

Generating

This module is used to create a mapping of fields which will allow auto-generation of PMWeb records as part of a workflow step.  
Note:  the record generation happens at the beginning of the workflow step.
 
Navigation Path:  Portfolio>Setup>Generating
Generating
 
1

Add

Click to add a new generating record.
2

Description

Enter a description for the generating record.
3

From

Select the record type PMWeb will generate from.
4

To

Select the record type PMWeb will generate to.
5

Mapping

Based on the "To" and "From" selections, map the fields where the data will populate. 
Note the required fields in the "To" record (designated by *).  There must be a mapping match in order to successfully generate a record.
6

Options

Click "Submit new record in Workflow" if the workflow is engaged on the generated record and it is going to immediately be submitted for workflow action.
Click "Send Details" if (1) that option is available for the record and (2) you want the details in the "From" record to import into the "To" record. 
7

Save

When data entry of this record is complete, click Save.
The online help was made with Dr.Explain