Product: Omatic Cloud

Description: This solution describes how to map fields in a formula

Environment: All

Versions: All

Answer:


On the Data Mapping screen, the column on the left displays the fields in the destination. In the center of the screen the source fields will be found.


To map a source field, click in the drop down and select either Mapped or Defined.


Use Mapped to bring over values from the source. Click in the search box to find the field name with the values. For example, when processing email addresses from Altru to Mailchimp, select Mapped and then Email address.


Use Defined to supply the same value for every record being processed. Click in the search box and type in the value to bring over. For example, every Mailchimp record will have a status of Subscribed.


When using Defined a function of Current Date can also be used to bring over today's date.