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.
Top Level Objects are those that appear in the navigation banner in the client application. All of the items that appear in the Related Lists section can be either objects or Top Level Objects, defined as modules in the Admin application.
An Object that contains a set of data is referred to as a record.
For more information, see Displaying Currently Mapped Modules

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.
For example, the List View might display address fields stored within the Accounts object. Clicking on the Details icon in the Data View would display further fields that have been mapped within the Accounts Object (module).
For more information, see Displaying Fields Mapped within Modules.

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.
Menu Settings can be used to control the text displayed in the title bars and Relate Lists for the currently selected object (module).
The value set in Menu Alias within Menu Settings also defines the data source module name within the Admin application.
For more information, see Menu Settings

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.
For more information, see Related List Overview.

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.
Picklists or LOVs can be imported from the CRM server or set up manually.
For more information, see Keyword Mapping And Modification.