Connect a Schema with your Process Schema

To connect, or map, a schema from an external source to the schema for your process, do the procedure in this topic.

Schema Mapper Screen



How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open your tab.
      2. On your tab, drag one of these activities onto your process:
        • Subprocess
        • WSE
        • WCF
        • REST Service
        • Convert Lead
        • Create Entity
        • Create Multiple Entities
        • Update Entity
        • Update Multiple Entities
        • Upsert Entity
        • Query Advanced Entity
        • Query Entity
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the related configuration screen, do one of these as necessary. Different fields show for different activities:
    • For the Subprocess activity:
      1. Click Subprocess Mapping Attributes .
      2. Select Map Specific Attributes (Advanced).
      3. Click Schema Mapping .
    • For the other activities, do one of these.
      • On the Request Mapping field, click the Ellipses button.
      • On the Response tab, in the Map Response to AgilePoint Schema field, click the Ellipses button.
      • On the Map PayLoad with Schema field, click the Map Schema button.

Procedure

  1. (Optional) To connect all the fields in the data source and the process schema that have the same name, on the Schema Mapper screen, click Auto Map.
  2. Drag the elements from the source schema to target schema as necessary to connect them.
  3. For the data conversion between the source and the destination schema fields, complete this field as necessary.
    Field Name Definition

    Data Conversion

    Function:
    Specifies the data conversion between the source and the destination schema fields.
    Accepted Values:
    • No Data Conversion Needed - The data type of the source schema elements matches the data type of the target schema elements, or no data type conversion is necessary.
    • Default Conversion - The data type of the source schema elements does not match the data type of the target schema elements. This option uses a default conversion methodology.
    • Custom Data Conversion - Uses a data conversion method you specify.
    Default Value:
    No Data Conversion Needed
  4. (Optional) for custom data conversion, click Add or Edit to open the Custom Mapping screen screen.