With field mappings, we have made it easy for you to show data that is relevant to you.
Edit field mappings settings
- Open the WorkPoint administration dashboard and click here to expand the settings menu for the business module.
- Click on Field Mappings to access the settings.
Common field mappings
Common field mapping makes it possible to define fields for mapping across multiple business modules.
A common field can be created, and this field can be mapped to specific field on separate business modules. In effect, this makes it possible when creating new documents based on a template to insert the common field, and have the data in the field be dependent on which module the document was created on.
As an example, we can create a common field called "EntityID":
- From the Field Mappings Settings interface, click "Add/remove field definitions" under the Common field mappings section.
- Enter a name for the common field.
- Click the "Add" button. The field is added to the list of common fields.
- Click "Save".
Back in the Field Mappings Settings interface, the EntityID common field can now be mapped to a field on the business module. In this example, we are on a Projects module, and the EntityID common field has been mapped to the "Project ID" field on the module (1).
The "EntityID" common field is also accessible from any other business module on the solution. On the Companies module, the EntityID common field could be mapped to the Company ID field, as shown in the image below:
When creating new documents based on a template containing the EntityID common field, the data that will be merged into the document via this field depends on which business module the document is created on. If it is created on the Projects module, the Project ID is merged into the document. If the document is created on the Companies module, the Company ID will be inserted.
If you want more information about how to create templates, follow this link.
Active field mappings
One of the settings we can enable is active field mapping. This allows us to control what value equals that an element is in an active state. This active state setting is then used by our client software (WorkPoint Express), to allow users to limit the elements shown by default in the selected business module.
- Here you select the column that contains a value that indicates that this is an active element.
- Here you define one or more values that equals an active element.
Active field mappings example
- The company has a column called status, with the value Active.
- In the field mappings settings I have defined that if the value of the column status is "Active" or "Registered", the element is considered to be be active.
Active field mappings result
In WorkPoint Express, the result of our configuration looks like this. The red dot on the funnel icon indicates that the filter is active., i.e. the user have ticked a box.
My entities field mapping
- Setting up my entities field mapping, enables you to take advantage of the "My items" filtering option in WorkPoint Express.
- In the "My entities field mapping" settings page, you will be presented with columns from the current business module of the type "Person or Group".
- Add a check mark next to the relevant column or columns.
General field mappings
- We encourage you to setup General field mappings, to make sure that users get an enhanced mobile experience, when using our mobile platforms.
- The phone, email and URL columns are not only used by our mobile platform, but are also used in our Express panel in WorkPoint 365. So we encourage you to setup these as well.
General field mappings activated
- As a result of setting up the general field mappings for email, URL and phone, is actionable links in the search result.