Mapping Screens and Fields

  1. Open the Integration Configuration Window. On the Administration tab, click on the Integrations tile.
  2. The Integration Configuration window opens.

    If you receive an error when attempting to open the integration configuration windows, check to make sure the doc-link Remote Host Service is running on the server.

  3. Select the application you wish to map from the Side-by-Side list on the left.
  4. The right-side of the windows will display all items that can be mapped. The Type column will display whether a source is a screen or a file (applicable if mapping XML). For each integrated screen, you must map each field you wish to index to a doc-link property.
  5. Double-click a screen listed in the grid, the Properties window displays. Type a Description to label the specific ERP screen. Listed are all screen fields that can be mapped to a doc-link property. The Screen Properties window is displayed and the first field is automatically highlighted and ready for input. All required fields are noted in the Description field next to its respective property name.
  6. Map all applicable fields by highlighting a row and selecting the doc-link property from the drop-down list. If you do not see the property you want listed, you will need to back out of this screen and create it from the Master Properties tile.
    1. If you wish to remove a mapping, highlight it and click the Clear Map button to reset the doc-link property back to None.
    2. If you wish to tie a description to a screen field, edit the Description field.
    3. Click the Apply button and the text will appear in the Description column.
    4. When all applicable fields are mapped on the Properties window, click OK on the Properties windows to exit.
    5. The Mapped checkbox on the Integration Configuration window will be checked for each screen that contains at least one mapped property.
  7. When all applicable screens are mapped, exit the Integration Configuration window.

Mapping Top-level Folders and Codes