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Field Mapping

Field mapping in SyncNow allows for synchronizing content from one field in a source entity to another field in a target entity. This guide covers basic field-to-field mapping operations. Advanced operations and transformations on fields will be explained in a separate article.

Mapping can be inherited from global mapping, which includes entities, links, and field mappings. After inheriting from a global mapping, you can still customize and add new fields or entities to the mapping.

Step-By-Step Guide

1. Navigate to the Processes Page

  • Go to the Processes page to begin setting up your field mappings.

2. Press the Mapping Entities Button

  • Click on the Mapping Entities button.

    • If the process inherits a global mapping, then press the Edit Global Mapping button.

Processes

3. Press the Fields Mapping Button

  • Find the entity pair you wish to map fields for and press the Fields Mapping button next to it.

Global Mappings

4. Select Fields Pairs

  1. Select the fields pairs that should be synchronized between each other (e.g., Summary to Title, Status to State).
  2. Choose whether the synchronization should be unidirectional or bidirectional.

5. Add More Fields Pairs

  • Press the Plus button to add additional fields pairs if necessary.

6. Validate the Mapping

  • Press the Validate button to ensure that the processes which have already inherited the global mapping won’t be broken.

7. Save the Mapping

  • Press the Save button to save your field mapping settings.

Mapping Fields