Configure Project Field Mappings

Field mappings specify correspondences between the fields of different types of objects. For example, a field mapping between projects and ideas establishes relationships between idea and project fields that can be used in workflows for various tasks, such as creating a project proposal using idea data.

Navigate to the Project configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select Project.
Select the Field Mapping tab.
On the Field Mapping tab, in the table, select  Add Field Mapping, and then complete the following fields:
- Name: The name of the field mapping.
- ID: A unique identifier for the field mapping.
- Source Object: The object that project fields will be mapped against. The field mapping specifies correspondences between project fields and the available fields of the selected object.
In the detail window, in the table, select  Add to specify a field mapping between projects and the selected source object.
In the Project Field column, select a project field.
In the Source Field column, select an available field from the source object.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Tips

Select Assign to assign a set of field mappings available for the object as a field mapping for objects of that type contained in the workspace.

Next: Configure the Approve Project Proposal Workflow Action