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.
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