).The Field Mapping page is used to select the lists/libraries for the original and selected items, and then to map the columns between the selected items. Note that the model lists being selected are used to identify the columns to be referenced by the action. This list is not necessarily affected by the action. It is simply used as a starting point to select the columns to work with.
1. Use General Settings section to identify the location of the source and destination sites and to select the desired lists from the drop-downs.
a) To
expand the General Setting section, click on its Quick Edit icon ().
b) To
collapse the General Settings section, click on its Check icon (
).
2. The Source List and Destination List sections are identical in structure. Use the following steps in order to identify their respective lists. Note that the lists/libraries do not need to be located in the same site or site collection.
3. The Choose site defaults to the current site. To choose another location, click on its drop-down menu and choose another site option.
4. Once the site is located (or when using the default site location) the Choose list or library field will be populated with the lists/libraries available for selection for the action.
a) By default, only user created or site standard lists and libraries are included in the drop-down. To select a SharePoint system list such as Master Page Gallery or Style Library, enable the Show SharePoint system lists option.
5. Within the Choose list or library field, choose a lists or library type for the action. Changes here will impact the Mapped fields section ocated lower in the page.
6. To
collapse the General Settings section, click on its Check icon ().
7. The Column Population field has three options. Unless there is a specific reason to change the item, the default Individual option is the best option.
•Individual: default; allows for the individual selection on how to handle the different columns within the action.
•Set by User: defaults all of the columns to be entered by the user.
•Copied from Item: defaults all of the columns to pull their values from the item selected in the Basic Grid.
8. The Mapped Fields section of the Field Mapping page is geared for the selection of the columns to be used within the action. Note that the Actions Wizard will initially do a “best guess” of the columns when doing a match and the required columns will automatically be displayed.
9. There are three buttons in this section:
•Map Single Field – Click this button to add a new set of mapped columns.
•Map All Fields – Click this button to automatically display all of the columns in the Source list for mapping.
•Clear All – Click to remove all of the columns displayed for mapping, except for the required columns.
10. To map a column:
a) Click on the Map Single Field or Map All Fields buttons to display available columns.
b) In a mapping row, click on the drop-down menu on the left side and choose an available column from the Source list.
c) In the same mapping row, click on the drop-down menu on the right side and choose an available column from the Destination list.
d) To undo a single mapping, click on the “x” on the right side of the mapping row.
Note: Not all column mappings make a good pairing and results may be unexpected. For best results, try to map columns of the same type.
11. To make additional changes to the action, click on the appropriate item in the navigation zone along the left side of the page.
12. Once all necessary
changes have been made, click on the Apply icon (
) to save the settings and to return to the
Action Wizard’s home page.
13. To return to the site, click on the Back to Site icon at the top of the page. To return to the Site Settings page, click on the Back to Site Settings icon.