Define field mappings

Introduction

This page is part 5 of the instruction set for adding a Patchworks service:

Part #	Link to instructions
1	Add a default service
2	Configure service settings
3	Set the service trigger schedule
4	Define service filters
5	Define field mappings
6	Activate the service

Prerequisites

The steps detailed on this page assume that you are following the 'new service' flow and have just saved the service filter options, so the field mapping page is displayed with mappings organised in logical categories:

I've exited from the 'new service' flow - how do I get to this page now?

If you have exited the 'new service' flow and need to get back to this point, you can access all service configuration options via the canvas tab:

The steps

Follow the steps below to define your fields mappings:

Step 1 To view details for a mapping entry, click anywhere in a row to expand details:

Step 2 To edit mapping details for an entry, click the edit button in detail view:

...the mapping is opened in edit mode and you can make changes as required:

If a mapping row is marked with a red star, it means that at least one half of the mapping is locked for editing because the values are expected by Patchworks.

Step 3 To remove a mapping entry, click the trash icon in detail view:

This option is not available for mapping entries marked with a red star (i.e. entries which are required by Patchworks).

Step 4 Having made all required updates, click the next button. Mappings are saved and field mappings are displayed.

For more information about working with mappings, please see the field mappings page.