Guidelines for Mapping Fields

Use the Mappings tab of the User-Defined Components form to map user-defined fields and grid information.

These mappings are used for actions such as Create a Contract from an Opportunity. You can map from the Opportunity Info Center to the Contract Info Center.

Guidelines

• Mapping works in both directions.
• You can only map fields to fields and grids to grids. You cannot select a grid when you map to a field or vice versa.
• Deltek recommends that you create user-defined fields with similar, if not identical, names wherever they are needed in the Opportunity Info Center and Contract Info Center.
• After you map fields, you can change the labels of the fields or grids using the Screen Designer. The mappings remain associated with the original labels of the fields, but they display with the new label. However, if you change the label of the field or grid using the User-Defined Components application, Ajera CRM displays a message that asks if you want to change the original labels.
  • If you click Yes, Ajera CRM changes the underlying label and you will need to remap the field or grid.
  • If you click No, Ajera CRM does not change the underlying label and you do not have to remap the field or grid.
• Do not map fields that do not have compatible data types. For example, do not map a field with a data type of date to a field with a data type of numeric.
• You cannot map user-defined Info Centers.