Map form fields (Optional)
Step 3 of the Add Document Policy Wizard is to map ITX form template fields
to document class properties. For a complete list of mapping rules, see Mapping
to ITX form template fields. For more information on document class properties,
see form data document
classes for eForms.
The Define Field Map wizard lets you map ITX form template fields to property
mappings from the Entry Template Class Property Map Selection page. Published
form fields are automatically listed with matching document class property names
and mapping behavior. You can override the assigned class properties if necessary.
To map a form field to a document class property
- Choose the mapping behavior from the drop-down list. An ITX field can be
mapped to the class property as
- --> where the ITX field is read only
and the document property is editable.
- <-- where the ITX field is editable
and the document property is read only; the document property overwrites
default data in this field.
- <=> where both ITX field and document
property are editable; the document property overrides default data in
this field.
- Choose the correct property from the class properties drop-down list.
- Click Continue. The mapped property now appears
in the Class properties list.
- Repeat the mapping process in steps 1 through 4 until all the necessary
fields are mapped.
- Review the mapped ITX fields, and the summary; then click Next
to proceed to Step 4, Select
Folder.
Return to Create a Document Policy.