This example show how to create a field mapping template for the Role object supporting a list of fields. This template will be used to transfer role data from P6 to an excel file (.xlsx) using the File provider.
Prerequisites
You have:
- Configured Gateway with File and P6 deployments.
- Named the P6 deployment, as P6 deployment.
- Named the File deployment supporting .xlsx format as File Deployment-File Path-xlsx.
Procedure
To create a field mapping template for the Role object:
- In the sidebar, select Configuration.
- Select the Field Mapping Templates tab.
- From the Select Business Object list, select Role, and then select Add....
- In the General step of the Template wizard:
- Enter a Template Name, Field Mapping Template for Role.
- Select Template Type as Direct.
- Set Provider 1 as P6.
- Set Provider 2 as File.
- Select Provider 1 Object 1 as Role.
- Select Provider 2 Object as Role.
- In the Mappings step, create mappings for the fields, Id and Name, listed in the Roles.xlsx as follows:
- To map the Id field between P6 and File:
- In the P6: Role drop-down, select Id (String).
- In the Gateway: Role drop-down, select Id (String).
- In the File: Role drop-down, select Id (String).
- Select Add.
- To map the Name field between P6 and File:
- In the P6: Role drop-down, select Name (String).
- In the Gateway: Role drop-down, select Name (String).
- In the File: Role drop-down, select Name (String).
- Select Add.
- To map the Id field between P6 and File:
- In the Summary step, review your selections and then select Save.
The Field Mapping Template for Role will now be available in the Field Mappings tab of the Flow Type: Master Data flow for the Role object.
- Add a business flow selecting the Role object and the Direct template created above.