Map Form Fields - Define Step Map

Step 4 of the Step Policy Wizard is to define mappings between ITX form template fields and document class properties.

Map Form Fields

  1. If available, click the Published Form Field you want to map. The Map Form Fields - Select Data Field page appears.
  2. Select the direction you want mapping to occur from the drop-down list:
    • --> The ITX field is read only and the document property is editable. Mapped default data from the form data entry template in a document policy, or the mapped workflow data fields in a workflow policy, fills-in blank read-only form fields when the form is rendered. The user will not be able to edit the fields on the form at runtime.
    • <-- The ITX field is editable and the document property is read only; the document property overwrites default data in this field.
    • <=> Both ITX field and document property are editable; the document property overrides default data in this field.
  3. Select which Data Field to map to the selected Form Field.
  4. Click Continue.
  5. Repeat steps 1 through 4 map other steps.
  6. Click Next.
  7. Click Finish. The Step Policy Wizard closes and the Define Step Map Page appears. The Advanced Options icon now appears for each step you mapped:. Return to 2 Define Step Map to continue with the Create Workflow Wizard.

Return to Create a Workflow Policy.



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