Creating Data Mappings

A data mapping defines the connection between a specific area in Business Central, a document library, and the associated metadata. Only one mapping per area can be defined. The creation is based on the document type definition.

Steps to Create a Data Mapping

1. Navigate to the administrator role center.

2. In the menu, click “Mapping” and execute the “Data Mapping” action.

3. Click “New” in the action bar to create a new mapping.

4. Enter a code in the “Code” field.
   → This code uniquely identifies the mapping.

5. Enter a description in the “Description” field.
   → The description should clearly and understandably identify the purpose of the mapping.

6. Specify the target table in the “Target Table” field.
   → This is the original table the document should be linked to.

7. Specify the target field in the “Target Field” field.
   → This is the field in the target table used for linking.

8. Select the type in the “Type” field.
   → This defines how source and target fields are connected.

9. Specify the source table in the “Source Table” field.
   → This is the table from which the value originates.

10. Specify the source field in the “Source Field” field.
    → This field provides the value that will be linked to the target field.

Advanced Options

• Apply filters:
  → If conditions are required for the mapping, a new line can be added.
  → The Type field can be set to FILTER or CONST.
  → The filter value is entered in the Field Filter field.
  → The filter applies to the specified source table and field.

• Continue with another table:
  → To continue the mapping on another table, add a new line and enable the “New Table” checkbox.
  → The current Source Table becomes the new Target Table for the next line.

• Finish with RETURN:
  → The last line must be added with the type “RETURN”.
  → This line returns the final value from the last source field to be used in the mapping.