Mappings

Mappings streamline data entry when you create new records that are associated with another record. When two entities are in a one-to-many relationship, you can create new related entity records from the primary entity form. 

Mappings let you set default values for a record that is created within the context of another record. This can save a lot of time when you are entering data and helps to reduce errors.

When the user creates a new related record from within the context of a primary record, mapped data from the primary entity record is copied to the form for the new related entity record. You control what data is copied by adding new mappings in the relationship between the two entities.

Mapping only applies if a record is created within the context of the primary entity form. Mappings are not used if you create a record from the main application navigation and then select the parent record in a lookup field.

Users can make changes to the mapped fields before saving...