Using the Field Mapping Detail View

Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record. 

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

To open the ION BOD Mapping Detail view.

  1. Click Integrations on the Navigation bar. The Integrations list view is displayed.
  2. Click Back Office Extension. The Back Office Extension detail view is displayed.
  3. Click Back Offices tab and select the required back office.
  4. Select the required BOD mapping on the Back Office detail view, click the Bod Mappings tab. The BOD Mapping detail view is displayed.
  5. Click the Field Mappings tab and select the required field mapping.
Note: To customize the selected field mapping, click the Customize link.

Information Fields

The information boxes contain the primary information about the ION field mapping. This information can be reviewed but cannot be modified and must be added or edited in the integrated application, or when adding, copying, or customizing a field mapping from BOD Mapping Detail view Field Mappings tab, or when editing or copying a custom field mapping from the BOD Mapping Detail view Custom Field Mappings tab. For specific questions please refer to the documentation for the integrated application or contact the administrator.

Field Description Can be edited?
Active Use this option to turn on or turn off synchronization for this field mapping. Yes
Back Office Displays the name of the Back Office Integration associated with the BOD mapping and therefore BOD Field Mapping. No
Bod Element Sequence The sequence number used by the outbound BOD template generation logic. Yes
BOD Mapping The parent BOD mapping with which the field mapping is associated. No
Custom Identifies if a field mapping is custom.

Custom field mappings can be modified. Standard BOD mappings are read only and have the custom flag cleared.

No
Default Value

Specifies a default value if this field is required by Infor CRM SLX

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.

Yes
Entity The Infor CRM SLX entity, or record type, being mapped.
Note: If creating custom BOD Field Mappings, see the Any Bod chapter in the Infor CRM Back Office Extension Customization User Guide.
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.

Yes
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.

Yes
Include In Search

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 or if no match exists, then a new record is created.

This option and the Search Clause option are used together to define the search criteria if multiple field mappings are to be used as match criteria.

Yes
Is Value Override If this option is selected, when a BOD is processed and the field mapping property is not included as an attribute in the XML, the value in the Infor CRM SLX database is set to NULL.  

If this option is cleared, when the BOD is processed and the field mapping property is not included as an attribute in the XML, updates are not made to that property in Infor CRM SLX.

Yes
Parent Entity The Infor CRM SLX parent entity for the specified entity. This value can be null for top level entities.
Note: If creating custom BOD Field Mappings, see the Any Bod chapter in the Infor CRM Back Office Extension Customization User Guide.
On insert only
Property

The field name of the entity being mapped.

Type the Infor CRM SLX property name being mapped.

Note: If creating custom BOD Field Mappings, see the Any Bod chapter in the Infor CRM Back Office Extension Customization User Guide.
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.

Yes
Required Use this option to identify if the field is required by Infor CRM SLX. Yes
Search Clause

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 at 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, then 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.
Yes
Sync Direction

Identifies how information is synchronized between Infor CRM SLX and the integrated product.

Specify one of these options:

  • Both: for inbound and outbound BODs
  • In: for inbound BODs
  • Out: for outbound BODs
Yes

To save the changes, click save.png (Save).