Value Map Lists

Value Map lists are used to map one field to another when creating forms, such as selecting an item from a drop-down list and populating another field based on that selection.

For example, you might have a Supplier Corrective Action Form in which you would like to select the particular supplier and then populate the functional area based on the supplier selection. The best way to accomplish this would be to add a drop-down list containing your suppliers, and then create functional areas for each specific supplier. After you have created the two fields, you then map them by creating a value map list.

To add a value map between two fields:

  1. Click Value Mapsunder eForms on the Tools & Setup window.

The Value Map List page displays.

  1. Click Add.

The Edit Value Map page displays.

  1. Enter the name and description of the value map (for example, “Mapping Supplier Name”) and click Save.
  2. In the Source Data Type field, select one of the following choices:
  • Text. Allows for a value to be entered. If you would like the value to display on multiple lines, you need to separate the information by using the Return key. For example, when mapping a customer to an address, you might want the address to display on multiple lines in the report. For example:
  • Address 1
  • Address 2
  • City, State, and ZIP
  • Drop-Down List. Allows the entry to be selected for the source object.
  • User. Allows for selecting from the TMS user table.
  • Facility. Allows for selecting from the TMS facility table located in forms design or from facility list.
  • Location. Allows for selecting from the TMS location list.
  • Department. Allows for mapping based on the departments stored within TMS. For example: A department could be mapped to a user, which would allow for controlling the recipient of a workflow step.
  1. Select the Source Object from the drop-down list (i.e., the name of the drop-down list). This field is activated only if a drop-down list is selected for the source data type.
  2. Select the Value Data Type:
  • Text. Allows the value to be entered.
  • Drop-Down List. Allows the entry to be selected from a drop-down list.
  • User. Allows for the selection of a user as the mapped field.
  • Work Group. Allows for the selection of a work group.
  • Multi-Level List. Allows the entry to be selected from a multi-level list.
  1. When finished making the entries, click the Save button to save your changes.

The Map Items panel displays with an Item Value field below it.

  1. Select the Edit icon to fill in the item value.

The Item Value drop-down list is populated based on the type of value data type selected. For example:

  • If you selected Text, then the item value requires a typed value that you must enter for each of the item keys.
  • If you selected Drop-Down as the value data type, then the item value is populated with the available drop-down lists.
  • If you selected Multi-Level List, then the item value populates with the available multi-level lists.
  • If you selected User, then the item value will allow for populating users from the User table.
  1. Select the Edit icon in the Item Value column beneath the Item Key to enter your mapped value.

Based on your settings in Application Options for Preloading, you will either have a drop-down list or a Quick Find/Select button.

  1. After selecting your value, click the Save button and use the navigation arrows to move forward to the next item.

CAUTION: If you map a multi-level drop-down to a value list, you must make sure that you add the value map field in the form so that the multi-level list field can be populated.

To delete a value map:

  1. Click Value Mapsunder eForms on the Tools & Setup window.

The Value Map List page displays

  1. Click the link of the value map to be deleted.
  2. In the dialog that displays, click Delete.

CAUTION: Make sure the value map is not currently used by existing forms.