Configuring data mapping

Configure the work order templates to fetch data from a source table to populate fields in a work order form while creating a work order. The source table can be case, incident, change, or others depending on the source of origin for a work order.

You first create a table map to specify the fields to be copied from the source table to the work order table and then link the table mapping to a work order template. The extension points in template management, enables your work order template to process the followings configuration. For more information, see Extension points in Field Service Management.

Configuration overview

The steps for setting up data mapping configurations are:

1. Create field mapping from a source table to a work order

   Use table mapping to ensure that when a work order is created from its source, the information from the source table is copied to the appropriate target fields in the work order.

2. Enable work order template to fetch data from the source table

   Enable work order template to identify the source of work order and then map data from that source table to the work order fields.