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If the number of leaf elements of the parent element in the source and target schema is same, then you can use Connect Mapping Children to map all the source elements to the corresponding target elements. 

Steps to use Connect Matching Children 

  1. Ensure that the source and destination layout are loaded and all their elements are listed under their respective nodes. Additionally, the hierarchy and name of the all elements is the same.

  2. Click and drag the parent element of the source layout to the parent element of the Destination . This will apply template of the source parent element on the target parent element, and activate the Connect Mapping Children.



  3. Click More icon of parent element and select Connect Mapping Children from the list.



  4. All the leaf elements of the parent element in the source layout will be mapped to their respective leaf elements of the parent element in the destination layout.
     

    Only leaf elements are mapped using this option. It does not map complex elements. To map complex elements, you need to use the drag and drop method.

Custom Auto Map

To define a mapping between the layout when the elements of source and destination layout are at the different hierarchy level (which may include elements at the different parent and child level) and have the different names, you can use the Custom Auto Map feature. This feature enables you to define the mapping between such layouts where elements to be mapped are stored in different parent and child level and in addition elements name are different. 

Scope of a Custom Auto Map

You can also select the scope of a Custom Auto Map at the time of defining and saving it. Scope of a Custom Auto Map is the context within which it is defined and is accessible within or across the user groups. A Custom Auto Map can be defined in any of the following scope:

    • Global: The Custom Auto Maps defined within Global scope are available within all the mapping activities. Once you create a global Custom Auto Map in a mapping activity, you can use it in all the mapping activities.
    • Group: The Custom Auto Maps defined within Group scope are available only within the specific user group


By default, a Custom Auto Map is saved in the Global scope and in the Parameter Panel; it is added and displayed under the folder Custom Auto Map/Global. If you select to save the Custom Auto Map in the Group scope then in the Parameters Panel, it is added and displayed under the folder Custom Auto Map/Group. You can also change the scope of a Custom Auto Map from Group to Global directly from the Parameters Panel by right-clicking the Custom Auto Map and selecting the Move to Global option. However, you cannot change the scope of a Custom Auto Map from Global to Group.

The high-level steps to use Custom Auto Maps are:

  • Defining a Custom Auto Map
  • Activating a Custom Auto Map
  • Using a Custom Auto Map in Mapping

Defining a Custom Auto Map

You can define a Custom Auto Map by both manually providing the names of the source and target elements to be mapped in the Custom Auto Map window or by defining the names of source and target elements to be mapped in a CSV file and then loading the CSV file in the Custom Auto Map window. Loading a CSV file is useful when you have a large set of source and destination element to be mapped.

Defining a Custom Auto Map Manually

Steps to Manually Define a Custom Auto Map

  1. Ensure that the source and target schemas are loaded in the Data Mapper and all their elements are listed under their respective nodes.

  2. Click the Add Parameters icon from parameter panel and select Custom Auto Map option. 



  3. The Custom Auto Map window is displayed.



  4. Select the scope of the Custom Auto Map. By default, Global is selected and a Custom Auto Map is saved in the Global scope.

     

    If you want to save the Custom Auto Map within the current user group, select the Group option. This will save the Custom Auto Map as the group Custom Auto Map and can be used in any mapping activity within the current user group. In the Parameters panel, the Custom Auto Map will be displayed under the folder hierarchy Custom Auto Map.
  5. Enter the name of Custom Auto Map in the Name textbox.

  6. Enter the name of the source element for which you want to define Custom Auto Map in the Source Element(s) column.
  7. Enter the name of the target element to which you want to map the source element specified in previous step, in the Target Element(s) column.



  8. Click Add Row to add a new row for Source Element and Target Element columns. This will add the row immediately next to the row which is currently selected.

    If you need to delete any row, click the Delete button of that respective row.
  9. Click the Save button to save the Custom Auto Map. This will add the Custom Auto Map in Custom Auto Map hierarchy in the Parameter Panel. Similarly, you can add more Custom Auto Map.

Defining a Custom Auto Map Using a CSV File

The Custom Auto Map feature also enables you to load a Comma Separated Values (CSV) file. You can use the set of values from the csv file which are separated by comma as a Map set for your process flow. For example, if you want to map the following source and target elements:

Source Element

Target Element

EmpFirstName

firstName

EmpLastName

lastName

EmpMiddleInitial

middleNames


Then, you can define the set of values in a csv file as:

  • EmpFirstName,firstName
  • EmpLastName, lastName
  • EmpMiddleInitial, middleNames

Steps to Define a Custom Auto Map Using a CSV File

  1. In the Custom Auto Map window, enter the name of Custom Auto Map in the Name textbox and select the scope of the Custom Auto Map.
  2. Click Upload CSV button to load a csv file if you want to map the values using the values defined in the csv file. The server will consider the comma separated pair of values as the source and target elements to be mapped.



  3. Browse and select the respective csv file.
  4. Click Open to upload the csv file. This will populate the source and target elements columns with the values defined in the CSV file.



  5. Click the Save button to save the Custom Auto Map. This will add the Custom Auto Map value map in Custom Auto Map hierarchy in the Parameter Panel.


Similarly you can add more Custom Auto Maps.

Activating a Custom Auto Map

When you define a Custom Auto Map, by default it is in deactivated state. To use a Custom Auto Map, you need to first activate it. Once you have activated the Custom Auto Map, you can use it in your mapping. Note that only activated Custom Auto Maps can be used in a mapping. 
 

Steps to Activate a Custom Auto Map

  1. In the Parameters Panel, select the Custom Auto Map which you want to activate to use in a mapping.
  2. Click the icon and select the option Activate.



  3. The status of the Custom Auto Map changes to Active.



You can now use this Custom Auto Map in your mapping. Similarly, click the Custom Auto Map and select the option Deactivate to deactivate a Custom Auto Map.

Using a Custom Auto Map

After activating a Custom Auto Map, you can use it in your mapping. Note that only one Custom Auto Map can be activated in the current mapping. 

Steps to Use the Custom Auto Map in a Mapping 

  1. Load the respective source and destination layout.
  2. Create and activate the Custom Auto Map.
  3. Map the parent record of the Source layout to the parent record of the destination layout.



  4. Click the more icon of parent record of the destination layout and select Connect Matching Children options.

    The Connect Matching Children: Record window is displayed.



  5. Select the mapping criteria from the Auto Map options list. Its options are listed as:
     
    • Ignore Case: The source and the destination elements are mapped even if they are of different case. Their attributes are not mapped.
    • Ignore Namespace: The source and destination elements are mapped, when their names are same but source schema has any namespace prefix.
    • Recursive: Elements of parent level as well as all child level with the corresponding destination elements.
    • Mix Attributes: Attributes of source and destination layout are mapped.
  6. Select the mapping criteria from the Existing Options list. These options are :
     
    • Retain: If any source and destination elements are already mapped, those mapping will not be overwritten.
    • Overwrite: Overwrites all the existing mappings.
  7. Click OK. This will map source and destination layout as per the criteria selected.

Select the scope of the Custom Auto Map

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