This section provides you information about how to map provisions to record types.

Prerequisites

  • Ensure that you have synchronized provisions.
  • Ensure that you have mapped Record Types to Projects.

To map provisions to record types

  1. Navigate to the Intelligent Import Settings tab and click the Intelligent Import Data Mapping tab.
  2. Click the Map Provision-Record Type hyperlink.
  3. Click New IDE Map Provision Record Type. This displays the IDE Map Provision Record Type Edit page.
  4. Enter the following details:
    1. Name: Enter a name.
    2. IDE Provision: Enter the field number for IDEProvision custom link or tab to which you need to map the record type.
    3. Record Type Name: Enter the record type name to which you need to map the field number.
    4. Description: Enter a description.
  5. Click Save or Save & New based on the number of mappings you need to create.