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Create Mapping

Mappings represent the data link from an area in Business Central to a document library and the metadata. It is possible to create only one mapping per area. The definition of a mapping is done via the document type definition.

Create mapping

The following steps need to be completed to create a mapping and assign it to a document library.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Mapping in the ribbon bar and execute the action Mappings.
  3. Execute the action New in the ribbon bar.
  4. Specify the mapping code by entering a code in the Code field.
  5. Specify the mapping description by entering a description in the Description field.
  6. Select a document library code in the Document Library Code field to link the mapping with a document library.
  7. Specify the table by entering or selection of a table ID/Name in the Table field.
  8. Specify the page by entering or selection of a page ID/Name in the Page Card field.
  9. Specify the list by entering or selection of a list ID/Name in the Page List field.
  10. Add the Source field and Metadata Display Name mapping in the register Field Mapping. A field from the defined Business Central table is selected as the Source Field. The appropriate metadata from the DMS setup is selected as the Metadata Display Name.
  11. Activates the checkbox Include in Query for the source field to be used for the query. These are usually sequence number fields in the table.
  12. Execute the action Set Document Type in the ribbon bar.
  13. The Unique Document Type checkbox has to be activated if there is only one document type in the defined table. In case there are several document types in the table the mapping need to be defined by a Table Field and the specific Value. In most cases, there is a document type field that can be used to select the matching value for the document type.
  14. The creation of the mapping is completed.

Set alternative mapping

There may be document types in Business Central that are archived in the business process execution. An alternative mapping needs to be set up in the original document type mapping to create a matching to the archived document type. The following steps need to be completed to set a alternative mapping on the original document type mapping.

  1. Navigate through the DMS by Simova - Administrator role center.
  2. Click on Mapping in the ribbon bar and execute the action Mappings.
  3. Click on the mapping Code that should be configured with the alternative mapping.
  4. Select a mapping code in the Alternative Mapping Code field to link a original mapping with antoher mapping.

Warning

It is important that all mappings are created first. The alternative mapping setup for archived areas should only then be carried out.