Differences

This shows you the differences between two versions of the page.

--- admin_functionality:settings:map_entities [2018/07/23 12:19]
luke.swanton created
+++ admin_functionality:settings:map_entities [2021/07/06 09:45] (current)
conor.doyle
@@ Line 1: / Line 1: @@
-====== Map Entities ======
+====== Across Entity Mapping (Dynamics ONLY) ======
+This page allows you to configure the mapping of an across entity search. These mappings will then be carried through to the session level settings. This is a functionality that is only available in the DQ for Dynamics Master Edition.
 ----
+To access this page navigate to 'Settings' and then select 'Across Entities Mapping' by selecting this button:
+{{ :admin_functionality:settings:default_screen_-_across_entities.png?800 |}}
+This will navigate you to this page:
+{{ :admin_functionality:settings:across_entities_screen.png?800 |}}
+At which point you will have to select from the drop-down menus which entities you would like to map.
+You will now be presented with two columns;
+  * Source Entity Attributes
+  * Target Entity Attributes
+Each row of the Source column will be filled with the Attributes from that row.
+{{ :admin_functionality:settings:across_entiites_mapping.png?800 |}}
+To map an attribute simply click on the corresponding row in the Target Entity column.
+at which point a drop-down menu will appear giving you a list of all attributes with the same data type.
+{{ :admin_functionality:settings:mapping.png?800 |}}
+Page Miscellaneous Functions:
+{{ :admin_functionality:settings:mao_entities_functions.png?300 |}}
+  * **Save** - Save changes made on current page
+  * **Reset** - Reset to an unsaved version of the page
+  * **Refresh MetaData** - Refresh CRM attributes
+  * **Map Entities Setup** - Auto Map across entities (e.g. Lead - Address1:City to Account - Address1:City)

DQ for Dynamics™/DQ for Workbooks Wiki

User Tools

Site Tools

Differences

Page Tools