Managing the Field Mapping List

In order to view or edit the field mappings for a given Form Mapping you can either:

1. Double-click on the corresponding mapping in the Project Tree in the left pane or
2. Double-click on the corresponding row in the Mapping List window in the right pane or
3. Click on the View/Edit button at the bottom of the Mappings List.

If this is the first time that you have opened this mapping there may be a short delay of a few seconds while the field definitions are cached.  A message is displayed in the left corner of the screen to indicate this.

A separate window is then displayed in the right pane (see below) which allows field mappings to be defined or updated.  A full list of all fields from the target form are displayed by default, sorted by the Target Field Name. The Target Field Label and Target Field Type are also displayed.    All mandatory fields are displayed using a star symbol in the first column.

If a field has already been mapped to a field on the source table, then the Mapping Type, Source Field/Variable, Source Type and additional mapping details are also displayed in the list.   

To change the sort order of the field list, click on the corresponding column heading to sort by that column.   To reverse the sort order, click on the column heading again (the fields are then listed in reverse alphabetical   order).

To change the columns that appear in the field list, click on the Columns button at the top right of the field list.

Then select the columns that you want to include in the field-list and use the Save Preferences checkbox to make the changes permanent.

To filter the list of fields in the Field Mapping List, click on the Filter List button on the top right of the window. 

A new filtering pane is displayed at the top of the window which allows the user to select one of more filters from the following:

Mapping Type (Simple, Assignment, Value Match, Reference, Lookup, ID List, ID Replacement)

Target Type (Integer, Real, Character, Diary, Enum, Timestamp, Decimal, Attachment, Currency, Date, Time)

Mapping Status (All Unmapped, All Mapped, All Mandatory, Mandatory Mapped, Mandatory Unmapped);

Target Field (Free text)

Source (Free text)

To apply a filter, enter a value in one or more of the filters above and click on the Apply Filter button.  The resulting list of fields is displayed below based on the values entered. 

To clear the current filter, click on the Clear Filters button.  The filter fields pane then disappears and the original unfiltered field list is displayed.

There are seven different types of field mapping that can be created, depending on the source and target server type, (Simple, Assignment, Value, Reference, Lookup, ID List and ID Replacement).  These are described in more detail in each of the separate articles in this section.