Create field mapping from a source table to a work order
Create a table map to configure the fields that are copied from a source table to the work order fields. The source of a work order can be a case, change, incident, or others.
Before you begin
You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).
Role required: wm_admin
About this task
Table mapping ensures that when a work order is created from its source, the information from the source table is copied to the appropriate target fields in the work order.
Procedure
Navigate to All > Field Service > Template Management > Table Mapping.
Click New.
On the form, fill in the fields.
| Fields | Description |
|---|---|
| Mapping Name | The table map name. |
| API Name | The API for this table map.This field is automatically set. |
| Source Table | The source table for the map. For example,case, incident, change, or more. |
| Active | Option to enable the mapping from the source to the target tables. |
| Application | Read only. The application for this table map.This field is automatically set. |
| Advanced Field Mapping | Option to enable the advanced field mapping. |
| Target Table | The target table for the map. For example, wm\_order. |
| Use Advanced Condition | Option to enable the advanced condition mapping, which uses a script. If enabled, add a script in the Advanced Condition field. |
| Advanced Condition | The script to use if the Use Advanced Condition field is enabled. |
| Conditions | Use the condition builder to select the conditions that apply to the table map. |
| Order | Order of priority for processing multiple matching map definitions simultaneously to resolve dependencies. - If there is only one matching table map, the system uses that map. - If there are multiple matching table maps with the same order, the system uses the map with the older created date. - If there are multiple matching table maps with different orders, the system uses the map with the highest order. |
| Advanced Field Mapping | Option to map fields using advanced scripts.Note:
|
Click Submit.
The table map is created by mapping the selected source table to the work order table.
Create field mapping to copy information from the source field to an appropriate field in the work order.
In the Basic Field Mapping related list, select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Table Map | The table map name that is used for mapping fields.This field is automatically set. |
| Source Table | The source table for the map.This field is available only when the method of mapping is basic and the Advanced option is not selected. |
| Source Field | Column on the source table for field mapping.This field is available only when the method of mapping is basic and the Advanced option is not selected. |
| Application | The application for this field map.This field is automatically set. |
| Target Table | The target table for the map. For example, wm\_order.This field is automatically set. |
| Target Field | Columns on the work order table that you want to populate with the mapped source field value. |
| Order | Order of priority for processing mapped fields. |
| Active | Option to enable the mapping of information from the source field to the work order field. |
| Advanced | Option to map fields using advanced scripts.Note:
|
3. Click **Submit**.
- To map more field, repeat step 5.
Result
The source and target tables are mapped and ready to copy information from the source field to an appropriate field in the work order.