Create a Scenario configuration

Define a scenario configuration

1. From the App Launcher, go to Scenario Configurations, then select New.
2. In the New Scenario Configuration dialog, enter or select values:
   • Scenario Configuration Name—Enter a name for the configuration.
   • Unique Nickname—Enter a nickname for the configuration.
   • Target Object dropdown—Select an object.
3. Select Save.

Configure custom scenario list columns

Define columns that will appear on the Scenarios tab.

1. From the App Launcher, go to the appropriate Scenario Configuration.
2. On the Related tab, in the Scenario List Columns, select New.
3. In the New Scenario List Column dialog, enter or select values:
   • Scenario List Column Name—Enter a name for the column.
   • Salesforce Field—Specify the API name of a needed column.
   • Label Override—Optionally specify a column label that should be shown instead of the default label.
   • Text Wrapping—Select the expected behavior of the field value.
   • Field Order— Define the order of columns.
   • Column Width—Set the width for the column.
   • Resizable—Clear this value to prevent changes to the column width on the Scenarios tab.
   • Visible By Default—Clear this value if you do not want to show this column.
4. Select Save.

Configure custom scenario highlights fields

You can define fields that will appear in the Highlights section of the Compare dialog. When configured, each field appears as a row that compares the same value between two documents.

1. From the App Launcher, go to the appropriate Scenario Configuration.
2. On the Related tab, in the Scenario Highlight Fields, select New.
3. In the New Scenario Highlight Field dialog:
   1. In the Scenario Highlight Field Name, enter a user-meaningful name of the column.
   2. In the Salesforce Field field, specify the API name of a needed column.
   3. Clear the Visible By Default flag if you do not want to show this column.
   4. Specify Field Order to define the order of columns.
   5. In the Label Override field, optionally specify a column label that should be shown instead of the default.
4. Select Save.