Create dynamic template mapping

Create dynamic templates to map fields on a Universal task form to corresponding fields on the parent table form. Dynamic templates help agents to map parent table fields to Universal task fields.

Antes de Iniciar

Ensure that you have write access to the parent table that is used for the template mappings.

Role required: sn_uni_task.template_admin

Por Que e Quando Desempenhar Esta Tarefa

Dynamic template mappings can be created for templates that have an assigned parent table. In a dynamic mapping, the value of a field is updated with the value of the mapped field in the parent table. Dynamic template mappings get precedence over static template mappings. In static template mappings, fields are set to specific values. For more information on how to create a static template, see Create a template using the Universal Task template form.

Procedimento

1. Navigate to Universal Task > Task Templates > All.
2. Open the template that you want to create mappings for.
3. In the Universal Task Dynamic Template Mappings related list, click New.
4. In the Universal task field field, select the field that must be mapped.
5. In the Parent table field field, select the field that must be mapped to the previously selected field from the Universal task field field.
   Depending on what type of field is selected in the Universal task field field, the Advanced option appears. If you select the Advanced option, the following options are available based on the input type of the Universal task field.

   Input type for the Universal task field	Advanced options
   String, such as Short description	The Value field appears. You can map your Universal task to multiple fields from the parent table. You can also add a text template.
   HTML, such as Rich description	The Value field appears. You can map your Universal task to multiple fields from the parent table. You can also add a text template.
   Date field, such as Due date	The Date offset type field appears. If you set the Date offset type field to Before or After, then the Date offset by field appears.

6. Click Submit.

Resultado

A mapping was created for a specific Universal task field. You can repeat this procedure to map more fields.