Map case fields with work order table

Define the fields you want to map between the case and the target work order table fields that you have already configured. This configuration automatically copies the values of mapped fields from the case to the work order when creating a work order from the case.

Before you begin

Role required: wm_admin

Procedure

1. Navigate to All > Field Service > Administration > Case Work Order Mapping.

2. Click New.

3. On the form, fill in the fields.

4. Fields	Description
   Mapping Name	The table map name.
   API Name	Read only. The API for this table map.
   Source Table	The source table for the map, such as case.
   Active	Enables the mapping from the source to the target tables.
   Application	Read only. The application for this table map.
   Advanced Field Mapping	Enables advanced field mapping.
   Target Table	The target table for the map, such as work order [wm_order].
   Use Advanced Condition	Enables advanced condition mapping, which uses a script. If enabled, add a script in the Advanced Condition field.
   Advanced Condition	The script to use if the Use Advanced Condition field is enabled.
   Conditions	Use the condition builder to select the conditions that apply to the table map.
   Order	Order of priority for processing multiple matching map definitions simultaneously to resolve dependencies.- If there is only one matching table map, the system uses that map. - If there are multiple matching table maps with the same order, the system uses the map with the older created date. - If there are multiple matching table maps with different orders, the system uses the map with the highest order.

   1. Click Submit.

      The table map is created by mapping the selected source table to the work order table.

   2. Create field mapping to copy information from the case field to an appropriate field in the work order.

      1. From the CSM Table Map list, select the table map created in step 2.

      2. In the Basic Field Mapping form section, click New.

      3. Select a Source Field and a Target Field.

      4. Enable the Active check box.

      5. Enter a number in the Order field.

      6. Click Submit.

      7. Repeat steps b through f for each field to be mapped.

   3. Click Update on the CSM Table Map form.

   Result

   The mapping between the source and target tables is complete and ready to copy information from the case field to the corresponding field in the work order.

   Parent Topic:Integration with Customer Service Management