Available in: Axsy Smart Forms

Enabling The Enhanced Mappings UI

Enhanced mappings are enabled by the inclusion of the following component in a Smart Form config.


"runningRecordType":"<Object>"


Where <Object> can be any standard or custom Salesforce object.


As an example the Smart Form below uses the Account object as its running record.



Using the Enhanced Mapping UI

The enhanced mapping UI utilises the Field Path area in the Mapping tab to help you construct your mappings.


In the example below a Text Input element is being used to map to the Account Name field in the Account object, as shown below.



  1. A Text Input element is used
  2. From the Mappings tab for the Text Input element, Account is already pre-populated (the running record for the Smart Form)
  3. A period . is typed, indicating further mapping is required and a drop down list is presented
  4. From the drop down list Account Name is selected



Suggested Objects and Fields

When using the enhanced mapping UI, you can scroll down the drop down list in the Field Path to find the object or field you require, or you can type part of the object or field name and dynamic filtering will assist you to quickly find what you are looking for.


In the example below the object we want to map to is Operating Hours, by typing "Op" we are already able to locate the object we require.



Understanding the Drop Down List

Relative to the last object listed (Account in the figure above) in the mapping lookup tool, the tool shows:

  1. Fields in the current object
  2. Parent objects
  3. Child objects

Fields

Fields are displayed as:


Salesforce Field Label + (SALESFORCE DATATYPE)


For example, considering the Account object and some of its fields, they are presented as: 

  1. Account Name (STRING)
  2. Account Description (TEXTAREA)
  3. Account Rating (PICKLIST)
  4. Account Phone (PHONE)
  5. Etc.


Once the field is selected only the Field Label is inserted into the mapping syntax.


Parent Objects

Parent objects are displayed as:


Salesforce Parent Object Field Label + (Salesforce referenceTo name)


For example, again considering the Account object and some of its parent objects, they are presented as:

  1. D&B Company (DandBcompany)
  2. Operating Hour (OperatingHours)


The Salesforce Parent Object Field Label is always shown as singular.


Once the parent object is selected, only the parent object field label is inserted into the mapping syntax.


The presentation of object fields and parent objects is similar, but fields can easily be distinguished by the use of ALL CAPITALS for the datatype.


Child Objects

Child objects are displayed as:


Salesforce Child Object Field Label + (Salesforce Object Field Name[])


For example, again considering the Account object and some of its child objects, they are presented as:


  1. Cases (Case[])
  2. Contacts (Contact[])
  3. Assets (Asset[])


The Salesforce Child Object Field Label is always shown as plural.


Once the child object is selected, only the child object field table is inserted into the mapping syntax.