If you have upgraded to CSM 9.6.0, several Journal Business Objects
are mapped on upgrade. You can also map different fields if the OOTB mappings
do not work with your CSM configuration.
To map Activity Pane fields:
- In
CSM Administrator,
create a new Blueprint.
- In the Manage objects... pane, select the
Supporting radio button under
Show object types:.
- Expand Journal and select the Supporting Business Object you wish
to edit (example:
Journal - History).
- Click
Edit Business Object...
- Choose a field to map to. You can map to logical, text, or
date/time fields. Right-click the field name and select
Edit.
- In the Field Properties dialog, select the Advanced page.
- In the Activity Mapping section, choose an option in the
Maps To: drop-down. If a field on the Activity
Pane is already mapped, the mapping will appear in parentheses after the field
name in the drop-down. Different selections are shown depending on the Field
type (i.e., Text fields can only be mapped to text fields on the Activity Pane,
and date/time fields can only be mapped to date/time fields on the Activity
Pane). Invalid mappings are grayed out.
You can overwrite existing mappings by selecting a new field to
map to. To clear a mapping, select
None.
- Repeat steps 5-7 to map any additional fields you would like to
see in the Activity Pane.
Changing activity mappings on a group leader does not propagate down
to group members. However, if you have a group leader that has activity
mappings and then create the group members, the parent's mappings will exist on
the new children. If you create a new Business Object group to track history,
create the group leader and configure the activity mappings before creating the
children.