Creating a New Form Mapping

To create a new mapping for an existing project, select New Mapping from the Project menu or right-click on the project name in the left pane and select New Mapping, or click on the New button at the bottom of the Mapping List.  A new mapping window is then presented like this:

Source and target forms can be selected in two ways:

1. using the menus against the form name fields to select from a full list of forms;
2. using the buttons to the right of the form fields to search for the form name using full form details and results filtering.

For example, clicking on the button to the right of the Target Form or Source Form, brings up a new search window like this:

By default, a full list of forms sorted by Label / Name is displayed with their form types and properties.

To sort by Form Type instead of by Label, click on the top of the Type column.

To restrict (filter) the list of forms, you can use one or more of the filters at the top of the window.

To restrict the form list by Label/Name, enter part or all of the form name then click on the Apply Filter button.   Only those forms that start with matching label/name text are listed.

Some Servre Types (for example Remedy) support different form types. To restrict the form list to a particular Form Type (e.g. Regular, Dialog, Join, View or Vendor), select the corresponding type from the Type field and click on the Apply Filter button.  Only those forms with matching Type are listed.

To restrict the form list to a particular mapping status (mapped or unmapped), select the corresponding mapping status from the Mapping Status field and click on the Apply Filter button.  Only those forms with matching mapping status are listed.

The restrict the form list to any combination of the above, simply select values from one or more of the filter fields and click on Apply Filter button.

To clear an existing filter, click on the Clear Filter button.

Once you have identified the form that you want, click on the corresponding row in the table and then click on the Select button.  The selected form is then displayed as the Source or Target Form for the new data mapping.  In this example the Request form on the source instance is mapped to the Request Form on the target instance.

The Identifier field is used as a reference for the Form mapping.  A default value is automatically provided based on the Target Form Name.  You can change the Identifier but it must be unique within this project. To change the identifier after the form mapping has been created, see this article.

Once both the source and target forms have been selected (with a unique identifier), click on the Create button to create the new mapping.

After creation, the mapping becomes part of the project definition and is stored in the project tree in the Navigation Pane under the name of the mapping project. To view the mapping expand the project tree in the left pane by clicking on the arrow next to the project name.

Note that the data mapping in the project tree is given the name of the Mapping Identifier (Request in this case) for reference purposes.  As more mappings are created, they are added to this tree in the order that they are created.  The mapping order can be changed if required. See this article for details