Published at: 2025-10-30
Create Object Mapping Rule
Step 1: Manage Mapping Rule List
| Primary Button | Description |
|---|---|
| New | Create a blank new rule |
| Delete | Enabled rules cannot be deleted; they must be disabled first. |
| Enable/Disable | Enabled rules take effect immediately; disabled rules become inactive. |
Step 2: Maintain Basic Information
- Enable: New rules are enabled by default.
| Key Configuration | Description |
|---|---|
| Rule Name | Must be unique and not duplicate existing mapping rules |
| Enable | New rules are enabled by default; only enabled rules are executed during runtime |
Step 3: Configure Mapping Relationships
Set mappings between any two objects. If a predefined object is unavailable, contact your Customer Success Manager. The product team will evaluate and enable it upon business approval.
Step 4: Maintain Field Mapping Between Objects
Configure field mappings between the Primary Object and Sub-object. At least one mapping is required.
Step 5: Set Mapping Rule Buttons
- Configure button display conditions
- Set button permissions
