Configure field mappings

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • Configure the CSM table maps to associate fields in order lines, domain orders, and order tasks to projects in Service Portfolio Management.

    Before you begin

    Role required: admin

    About this task

    Order Management provides Customer Service Management table maps for associating order line items, domain orders, and order tasks to projects and project tasks in SPM. The tables that you configure depend on whether you're using the PPM Standard application to track projects in your organization or the Customer Project Management integration to track customer projects.

    • If you're using PPM, configure the field mapping for these CSM table maps:
      Table 1. Table maps for PPM
      Table map Source table Target table
      Order Line Item to Project Order Line Item [sn_ind_tmt_orm_order_line_item] Project [pm_project]
      Domain Order to Project Task Domain Order [sn_ind_tmt_orm_domain_order] Project Task [pm_project_task]
      Order Task to Project Task Order Task [sn_ind_tmt_orm_order_task] Project Task [pm_project_task]
    • If you're using Customer Project Management, configure the field mapping for these CSM table maps:
      Table 2. Table maps for Customer Project Management
      Table map Source table Target table
      Order Line Item to Customer Project Order Line Item [sn_ind_tmt_orm_order_line_item] Customer Project [customer_project]
      Domain Order to Customer Project Task Domain Order [sn_ind_tmt_orm_domain_order] Customer Project Task [customer_project_task]
      Order Task to Customer Project Task Order Task [sn_ind_tmt_orm_order_task] Customer Project Task [customer_project_task]
    The source and target tables in each table map are pre-populated.
    Note:
    If you installed demo data for Order Management, the field mapping for the Source Field and Target Field display the values used for demo data. You can use the existing field mapping or change it as needed.

    Procedure

    1. Navigate to All and in the filter enter csm_table_map.list.
    2. Do one of the following:
      • If you're using PPM, select the Order Line Item to Project table map.
      • If you're using Customer Project Management, select the Order Line Item to Customer Project table map.
    3. Go to the Basic Field Mapping related list and define a field mapping.
      Note:
      If Order Management demo data is installed, the Source Field and Target Field values in the Basic Field Mapping related list display the mapping for demo data. You can use the mapping or change it as needed.
      OptionSteps
      Define a new field mapping
      1. Select New.
      2. In the Source Field, select an item from the source table.

        For example, select an item such as Short Description from the Order Line Item [sn_ind_tmt_orm_order_line_item] table.

      3. In the Target Field, select an item from the Project [pm_project] table, such as Project Name.
      4. Select Submit.

        In this example, the order line Short Description is used as the Project Name in SPM.
      Change an existing field mapping
      1. Select the field mapping record.
      2. In the Source Field, select a different item from the Order Line Item source table, as needed.
      3. In the Target Field, select a different item from the Project target table, as needed.
      4. Select Update.
    4. Do one of the following:
      • If you're using PPM, select the Domain Order to Project table map and repeat Step 3 to define a new field mapping or update an existing mapping.
      • if you're using Customer Project Management, select the Domain Order to Customer Project table map and repeat Step 3 to define a new field mapping or update an existing mapping.

      For example, you can select the Short Description field in the Domain Order source table and map it to the Short Description field in the Project Task target table.

    5. Do one of the following:
      • If you're using PPM, select the Order Task to Project table map if and repeat Step 3 to define a new field mapping or update an existing mapping.
      • If you're using Customer Project Management, select the Order Task to Customer Project table map and repeat Step 3 to define a new field mapping or update an existing mapping.

      For example, you can select the Short Description field in the Order Task source table and map it to the Short Description field in the Project Task target table.

    Result

    The fields in the Order Management source tables are mapped to the fields in the SPM target table.