Mapping Document Elements to PeopleSoft Record Fields

After you map a PeopleSoft record to a document, you must map the document elements to the record fields.

After you map a record to a document, when you select an element in the document tree, a properties section displays to the right of the document tree, where you can map the element to a record field.

The following example shows a record called ITEMS that is mapped to the document Line_Items. In the document tree, the element item_numbr is selected, and the section to map a record field to the element appears on the right side of the page.

Document Builder - Relational page

In the properties section, you can enter a field name or use the Lookup button to select from all fields in the record. You also have the option of specifying the field as a key field.

This example shows that the record field ITEM_NUM has been selected to be mapped to the item_numbr element.

Document Builder - Relational page

To map document elements to PeopleSoft record fields

  1. In the document tree, click the name of an element.

    The relational elements properties section appears on the right side of the page.

  2. In the Field field, enter the name of the field to map to the element, or use the Lookup button to select one.

  3. Select the Key check box if the field to define the field as a key field.

  4. Repeat steps 1 through 3 to map each element in the document tree.

  5. Click the Save button.