Links Mapping
SyncNow's links and relations mapping engine enables synchronization of entity relationships across different work systems. This powerful feature ensures that links and references between entities are accurately maintained and synchronized.
In addition, SyncNow has an option to work with field entity references. For instance, you can retrieve a contact name from a case entity in ServiceNow.
Step-by-Step Guide to Links Mapping
1. Navigate to the Processes Page
Go to the Processes page in the SyncNow application. This is where you will begin the links mapping process.
2. Initiate the Entity Mapping Process
Press the Mapping Entities button. If your process inherits a global mapping, press the Edit Global Mapping button to customize the inherited settings.
3. Open the Links Mapping Interface
Press the Mapping Links button to open the interface for configuring links and relationships between entities.
4. Select Link Type Pairs
Identify and select the link type pairs that need to be synchronized between the systems. For example, you might map "Relates to" in System A to "Related" in System B, or "Parent" in System A to "Parent" in System B. This ensures that corresponding links in different systems are correctly aligned for synchronization.
5. Add Additional Link Pairs
If you need to map more link pairs, press the Plus button to add additional pairs. This allows you to extend the mapping to cover all necessary link types across the systems.
6. Configure Default Target Link
Select the default target link if a single link type (e.g., "Related") can be synchronized into different link types in the target system. This setting ensures that links are mapped correctly in scenarios with multiple potential target links.
7. Configure Link Addition/Removal Permissions
Choose whether systems can add or remove links in the other system. This setting controls the ability to modify links during synchronization, ensuring that link integrity is maintained according to your synchronization rules.
8. Validate the Mapping
Press the Validate button to ensure that the new mappings do not disrupt any existing processes that have inherited the global mapping. This validation step checks for conflicts and potential issues, ensuring the integrity of the synchronization setup.
9. Save the Mapping
After validation, press the Save button to finalize and save your link mappings. This commits the changes and makes the new mappings active for synchronization.
10. Confirmation of Mapping Creation
Once the links mapping is created, you will see a confirmation message, and the new mappings will be listed in your configuration. You can now proceed to configure additional mapping options if needed.