Mapping Overview
Mapping is used to define how, where, and when objects and fields are displayed in the iEnterprise Mobile™ client application. Some items should have already been mapped during the iEnterprise Mobile™ installation process. All preconfigured items will be listed within the Map Settings menu, selected in the Navigation Menu.
Before any changes are made or new mappings are created, it is important to familiarize yourself with the iEnterprise Mobile™ client. It is recommended that you have a client on hand when configuring any updates.
You can select the checkbox "Development Device" in the user record for this testing device so that as you make changes the current mappings will be the CAD that is sent to the device. You may then routinely push the CAD to the device after you make changes and see how your configuration will appear to the users, as well as perform error-checking on field selections and any JavaScript additions (iOS and Android Tablets only).
Three main parts of the User Interface (UI) you will see while mapping are:
- Navigation Banner. This banner appears vertically along the left side of iEnterprise Mobile™. It is displayed at all times and allows you to select the Top Level Objects within iEnterprise Mobile™ quickly.
- List View. This middle section displays objects, which change depending on the Top Level Object selected.
- Data View. This area is on the right side of the page (icons). It provides more detailed information and the ability to drill down further, depending on the record selected in the List View.
Please see the iEnterprise Mobile™ User Guide for more information on using the iEnterprise Mobile™ client.
The following table will explain the different iEnterprise Mobile™ elements related to mapping:
iEnterprise Mobile Server | iEnterprise Mobile Client | Description |
Modules | Top Level Objects / Objects | Referred to as modules / objects within CRM applications. |
Map Settings | Fields | Referred to as Fields within CRM applications. Fields contain detailed data that sit within Objects, such as a telephone numbers or address details for an account or contact. |
Menu Settings | Labels, Headings, Titles and Descriptions. | Referred to as Object Names in CRM applications. Controls the details displayed for objects within the client application. |
Context Settings | Related items / Related Lists | Referred to as Related Item Objects or Layout within CRM applications. Context settings are used to define relationships between objects, such as parent/child relationships. For information on setting up related records, see Creating Related Objects. |
Keywords | Lists, picklists | Referred to as a List of Values (LOV) or Picklist within CRM applications. Keywords are used to define a list of values that a user can choose from within the client application. For example, choosing a country from a list when entering an address. |