Adding a Field Mapping

Infor CRM Back Office Extension only. Use this view to add a new BOD field mapping. Field mappings match information between Infor CRM and an ION back office integration.

The system administrator and users with the appropriate role can access these features.

To add

1. Do one of the following:

   • To add a new field mapping, open the ION BOD Mapping Detail view, click the Field Mappings tab, and then click the Add New Field Mapping button.
   • To add a new field mapping, on the Navigation Bar, right-click ION Field Mappings, and then click New BOD Field Mapping.
2. Complete the following information:

   Box	Description	Can be edited?
   Field Mapping	A descriptive BOD field mapping name that is unique relative to the parent BOD mapping. When adding a new ION field mapping, type a unique and descriptive name for the field mapping.	On insert only
   BOD Mapping	The parent BOD mapping with which the field mapping is associated.	No
   Entity	The Infor CRM entity, or record type, being mapped.	On insert only
   Parent Entity	The Infor CRM parent entity for the specified entity. This value can be null for top level entities.	On insert only
   Entity XPath	The BOD element XPath for this entity. In order to edit this field, refer to the Any BOD chapter in the Infor CRM Back Office Extension Installation Guide.	On insert only
   Sync Direction	Identifies how information is synchronized between Infor CRM and the integrated product. Specify one of these options: Both: for inbound and outbound BODs In: for inbound BODs Out: for outbound BODs	On insert only
   Default Value	Specifies a default value if this field is required by Infor CRM For inbound processing, the default value is loaded into the entity.property if the specified BOD element is not found in the BOD. For outbound processing, the default value is loaded into the outbound process BOD if the current content of the specified entity.property is null.	On insert only
   Active	Use this option to turn on or turn off synchronization for this field mapping.	On insert only
   Custom	Identifies whether or not a field mapping is custom. Custom field mappings may be modified. Standard BOD mappings are read only and have the custom flag cleared.	No
   Required	Use this option to identify if the field is required by Infor CRM.	On insert only
   Property	The field name of the entity being mapped. Type the Infor CRM property name being mapped.	On insert only
   Property XPath	Specify the BOD element where you can find the field mapping information from the Infor CRM BOD Mapping (Inbound) guide. The value specified must correspond with the related Xpath from the noun element in the BOD XML message. For example, specify /PartyIDs/ID. In order to edit this field, refer to the Any BOD chapter in the Infor CRM Back Office Extension Installation Guide.	On insert only
   Bod Element Sequence	The sequence number used by the outbound BOD template generation logic.	On insert only
   Search Clause	If the BOD Mapping has a System of Record as CRM, use this option to indicate if the field mapping should be used as match criteria when processing Inbound process BODs to determine if matching records should be merged. If no match exists, then a new record is created.
   Include in Search	If the BOD Mapping has a System of Record as CRM and the Include in Search option is selected for the current field mapping and as least one other field mapping, then use this option to indicate how a match is determined. AND - When more than one field mapping is to be used as match criteria and the record must match all criteria in order to merge records. If all match criteria is not met, than a new record is created. OR - When more than one field mapping is to be used as match criteria and the record must match any criteria in order to merge records. If none of the match criteria is met, then a new record is created.

3. Click OK.

Related Topics

Field Mappings Tab