Related Field Mappings

This section is used if you are trying to match a value displayed on the CSV file to a related field value in the application.

Related field Mappings do not create data, they link existing data to the record you are creating or the component the import relates to.

For the User Import you would use this section when you want to associate roles with a new/updated user.

Field

Description

Notes

Import Field

The identifier for the field on the CSV file.

For CSV files, this is the column number. The first column in the file is always column 0.

Destination Field

The field in the application, into which the value in the import will be stored.

The Relationship ID can be obtained from Component Management (Designer Menu path separator Component Management).

For relationship IDs, this should always be determined from the component you are importing into (the Destination Component).

Example:

  • Field is "Assigned To: Email". The Destination Field would be the relationship from Action to Person component: bms_FK_9999999_101_ID

 

Tip: To be able to identify the type of relationship, e.g., PRIMARY/ASSOCIATIVE, use the Advanced View/Filter option in list views, select the relationship and click on the view button, this will give you the correct Relationship ID

Related Field

The component field in which the value, held in the import file, should be found.

The id of the field in the related component that the information references.

The Related Field ID can be obtained from Component Management (Designer Menu path separator Component Management).

Example:

  • Field is "Assigned To: Email". The Related Field ID would be the bms_id of the Email Address field in the Person component - bms_9999999_1231

Append Field

 

This column/field will determine if the value from the external system is appended (added) to existing values or is overwritten.

Value is either TRUE/FALSE

Import Field Delimiter

Where there are multiple related field values that need to be mapped, the system will use the delimiter specified here to separate the data.

If this is blank, the system will assume the values are separated by semi colon ";"

Example of Employee Numbers separated by semi colon

EMP001;EMP002;EMP010

Example of Employee Numbers separated by a "|"

EMP001|EMP002|EMPID010

See Also

Mappings

Field Mappings