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Adding a Filter to Field Mapper

Adding a Filter to Field Mapper

You can filter or limit source fields based on the configured conditions.

Filters are inclusive and the conditions can be defined in a formula expression. If a formula is not indicated, the filters will be joined through an and statement.

To add a filter to Field Mapper:

  1. Go to the Field Mapper tab.
  2. Select the Source Object and Destination Object—for example, OpportunityLineItem, OrderItem, Asset, or QuoteLineItem.
  3. Click the Filters List tab.
  4. Click Add.
  5. From the first picklist, select the field by which to filter.
  6. From the second picklist, select the operator.
  7. In the field, enter the field value.
  8. Repeat steps 4 through 7 for all filter fields.
  9. Click Save.

    Example

    For example, the following image shows the filters to map fields from an opportunity to a quote if Status ≠ "active" and SLA = "Low".

    Source Object is set to Opportunity Share<OpportunityShare>. Destination Object is set to Quote Line Item<QuoteLineItem>. The first filter is Provisioning Status<vlocity_cmt__ProvisioningStatus__c> ≠ active. The second filter is SLA<vlocity_cmt__ServiceDate__c> = Low.
 
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