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Field Mappings

How to create Field Mappings on your custom forms

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

This article specifically discussed field mappings in your custom forms. For direct questions about creating those forms, you may reference our articles on Activity Forms and Application Forms.

Field mappings within Crelate give users the capability to copy answers from your custom forms directly to a column within a parent record. These field mappings are unique to each question on each form. Each response can be copied to one field on each of the core entities within Crelate: Contacts, Companies and Opportunities.

Use Case: When conducting a phone screen, my recruiters always ask: "What is your desired salary?" While the answer is great within the context of that form, I'd love that field to map directly to the contact's 'desired salary' field that I have. With this feature enabled, you'll have that capability.

Field mappings can be used both within the application as well as activity template forms. To access, you'll first want to navigate to: Settings | Custom Forms.

Next, when creating a new question, you'll see below the option for Field Mappings.

After selecting Field Mappings, you'll then be prompted to Add New Field Mapping.

You'll need to specify both a Record Type (Contacts, Companies or Opportunities) and which field you'd like to map that to.

**Please Note** These fields are dependent on the type of field you're mapping to. Ie. You cannot map a date field to monetary field. As a result, if you've created your question as a date field, you will want to map that to a field that is a type=date.

**Please Note #2** Not all default fields can be mapped to. You can map to name, salary, salary details, description among several others. For additional mapping, we recommend creating a Custom Field.

To check this, you'll want to navigate to: Settings | Core Records | Contacts/Companies/Jobs & Opportunities | Customize Fields

From there, you may create a new field to map to and select what type of field you'd like that to be.

What's Next?

Before field mapping, you'll likely want to create a custom field for that data to map to! Check out our content below to learn how.

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