Adding or Editing Field Mapping Templates

To add field-mapping templates,and customize field mappings with Groovy code, field definitions to the application, or upload XML files to Primavera Gateway:

1. In the sidebar, select Configuration.
2. Select the Field Mapping Templates tab.
3. From the Select Business Object list, select a Gateway business object.

   All field-mapping templates associated with the Gateway business object display in the field-mapping template table.

4. In the Field Mapping Name column, select a field mapping template and then select Add... or Edit....
5. In the General step:
   1. In the Template Name field, enter a name for the field mapping template.

      This is the only field that can be changed if you choose to edit a field mapping template.

   2. Select the type of template being created from the Template Type list.
      • Select Groovy if the template will use Groovy code.
      • Select Direct if the template will use the canonical format of Gateway.
   3. Select a provider from the Provider 1 list.
   4. Select a provider from the Provider 2 list.
   5. Select the object to be supported by the field mapping template from the Provider 1 Object list.
   6. Select the object to be supported by the field mapping template from the Provider 2 Object list.
   7. (Optional) Select Use Criteria Step to electively filter data for a specific condition in the field-mapping template.

      Note: Select Next on each screen to advance to the next step.

6. In the Criteria step, specify the condition for field mappings:
   1. Select the field from the Fields list of Provider 1.
   2. Select the field from the Fields list of Provider 2.
   3. Enter the Conditions to be satisfied by Provider1 and Provider 2 fields respectively.
   4. Select Validate Condition to validate the syntax entered in the Condition text box for the provider fields.
7. In the Mappings step, specify field mappings supported by the template:
   1. Select Auto Generate to generate mappings for fields that are common to both providers and Gateway.

      For identical fields existing in both providers and Gateway, field mapping names are auto-suggested and populated for each provider.

   2. Specify additional field mappings as follows:
      1. Select the fields supported by the template in the list of both providers, and Gateway.
      2. Select Add.
      3. Repeat Step b to add multiple fields.
8. In the Summary step:
   1. Review all the selections made in the previous steps.
   2. Select any of the following actions:
      • Select Back to navigate to a specific step and make changes.
      • Select Save to add the field-mapping template.

        Notes

        • Multiple provider objects can be mapped to a single provider object. For example, when you select Sample as Provider 1 and P6 as Provider 2, both objects in the Sample provider, WorkOrder and WBS, map to the WBS object in P6 EPPM.
        • You can also edit a field-mapping template and select Save in any step to exit the wizard.

Step me through...

Adding a Custom Field and Field Mapping Template: Example

Adding a Field Mapping Template with Groovy Code: Example

Adding a Field Mapping Template for a CSV File: Example

Learn more about...

Viewing Field Mapping Templates

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Last Published Thursday, October 6, 2022