This business rule serves the purpose of filling in fields of a new record when coming from another module's record or setting default values for the module you are creating. For example, when creating an Invoice from a SalesOrder or an Opportunity from a Contact.
When creating a new record you always have access to all the fields of the current user using the FIELD or TEMPLATE types. For example:
$(assigned_user_id : (Users) first_name)
It will permit you to define what values you want to copy from the origin module or simply what values you want to set by default when creating in the way.
The accepted format is:
<map>
<originmodule>
<originname>SalesOrder</originname>
</originmodule>
<targetmodule>
<targetname>Invoice</targetname>
</targetmodule>
<fields>
<field>
<fieldname>subject</fieldname> {destination field on invoice}
<Orgfields> {if more than one is present they will be concatenated with the delimiter}
<Orgfield>
<OrgfieldName>subject</OrgfieldName>
<OrgfieldID>634</OrgfieldID>
</Orgfield>
<Orgfield>
<OrgfieldName>sostatus</OrgfieldName>
<OrgfieldID>778</OrgfieldID>
</Orgfield>
<Orgfield>
<OrgfieldName>_FromSO</OrgfieldName> {this is a constant string}
<OrgfieldID>CONST</OrgfieldID>
</Orgfield>
<delimiter>;</delimiter>
</Orgfields>
<master>true|false</master> {optional: used for integration mapping between two systems}
</field>
<field>
<fieldname>description</fieldname> {destination field on invoice}
<Orgfields> {if more than one is present they will be concatenated with the delimiter}
<Orgfield>
<OrgfieldName>$(assigned_user_id : (Users) first_name)</OrgfieldName>
<OrgfieldID>FIELD</OrgfieldID>
</Orgfield>
<Orgfield>
<OrgfieldName>$(assigned_user_id : (Users) last_name)</OrgfieldName>
<OrgfieldID>FIELD</OrgfieldID>
</Orgfield>
<Orgfield>
<OrgfieldName>The user assigned to the Sales Order is: $(assigned_user_id : (Users) first_name) $(assigned_user_id : (Users) last_name)</OrgfieldName> {this is a constant string}
<OrgfieldID>TEMPLATE</OrgfieldID>
</Orgfield>
<Orgfield>
<OrgfieldName>account_id</OrgfieldName>
<OrgfieldID>RULE</OrgfieldID>
<Rule>business rule name or ID</Rule>
</Orgfield>
<delimiter> - </delimiter>
</Orgfields>
</field>
<field>
<fieldname>due_date</fieldname> {destination field on invoice}
<Orgfields>
<Orgfield>
<OrgfieldName>add_days(get_date('today'), 30)</OrgfieldName>
<OrgfieldID>EXPRESSION</OrgfieldID>
</Orgfield>
</Orgfields>
</field>
<field>
.....
</field>
</fields>
</map>