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Sync Process Mapping

SyncNow enables the creation of synchronization processes between two work systems through detailed mapping configurations. SyncNow Mapping consists of several main components:

  • Entity Pairs: The entities to be synchronized between the systems.
  • Entity Mapping Options: Configuration options such as filters, logging at the target system, conflict resolution, and settings to allow creation or restoration of entities on the target.
  • Entity Links Mapping: Support for linking or relating entities.
  • Entity Fields Mapping: Synchronization data transformations for each entity field.
  • Field Mapping Transformation: Sync direction and transformations to execute for each mapping, including picklist mapping, code snippet mapping, or pluggable mapping.
  • Mapping Inheritance: Local mappings specific to one process or global mappings that can be inherited and customized.

Global vs. Local Mapping

  • Global Mapping: Includes entities, links, and field mappings that can be inherited by multiple processes. Even after inheriting, you can still customize and add new fields or entities to the mapping.
  • Local Mapping: Specific to one process and does not affect other processes.

Step-by-Step Guide to Creating a Mapping

1. Navigate to the Processes Page

Go to the Processes page to begin setting up your mapping.

2. Start the Mapping Configuration

Press the Mapping Entities button.

3. Edit Global Mapping (If Applicable)

If your process inherits a global mapping, press the Edit Global Mapping button to customize the inherited settings. Global Mappings 1

4. Select Entity Type Pairs

Select the entity type pairs that should be synchronized between each other (e.g., Bug to Bug, Story to User Story).

5. Add Additional Entity Pairs

Press the Plus button to add more entity pairs as needed.

6. Validate the Mapping

Press the Validate button to ensure that the processes which have already inherited the global mapping will not be disrupted. This step is crucial to maintain the integrity of the existing mappings. Global Mappings 2

7. Save the Mapping

Press the Save button to finalize the entity mapping.

8. Entity Mapping Configuration

Once the entities mapping is created, you can configure the following:

  • Entity Mapping Options: Set up filters, logging, conflict resolution, and entity creation/restoration settings.
  • Entity Links Mapping: Define how entities are linked or related.
  • Entity Fields Mapping: Specify synchronization data transformations for each field.
  • Field Mapping Transformation: Define the sync direction and necessary transformations (picklist mapping, code snippet mapping, pluggable mapping).