Defining the mapping rules

In the Infor PLM > Mapping Template Tool dialog box, you can define the mapping rules that are used to map attributes between PLM and Microsoft Office. This dialog box is divided into two sections, one for the PLM attributes and one for the Microsoft Office attributes.

The following example shows how to map attributes from Microsoft Office to PLM and vice versa. To map, for example, the value of the Title attribute in the Summary group in Microsoft Office to the Description attribute of an item from PLM, proceed as follows:

  1. Click the Item icon on the left side of the Mapping Tool dialog box.

    A list of item attributes is displayed on the left side in the middle section of the screen.

  2. From the list of item attributes, click Description.
  3. From the Microsoft Office side of the window, click Summary from the Microsoft Office tree.

    A list of attributes is displayed in the section below.

  4. In Word, you can find these properties in the Summary tab of the Properties dialog box. This dialog box appears if you select File > Properties in Microsoft Word.
  5. Click Title from the list of attributes.
  6. Click the To PLM button in the middle section of the dialog box. This maps the value of the Title attribute to the Description attribute of the item in PLM.

    You can add more mapping rules before accepting them. See Mapping options for further information on the available mapping options.

  7. Click Apply when you are through specifying mapping rules.