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Fields mappings are a dynamic feature of Cloudoko Forms that enable you to populate your target CRM form with specific data. |
Accessing Field Mappings
You must be editing a Form in order to view the Field Mappings defined against it.
You can find them on the 3rd tab of the Manage Form screen.
Clicking on this tab, you will notice that the Field Mappings are divided into 4 categories, each one dictating when it will be executed:
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Think of these as field mappings that you get for free 
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When we setup your Cloudoko Forms environment, we will define for you a number of default field mappings that will be made available to all forms you definecreate in future.
By and large the purpose of the default mappings is to copy the ensure that any customer data fields that are captured in by your Cloudoko Form to will be automatically copied into corresponding fields defined by your target CRM Form (e.g. Lagan E-Form).
In future, as we add more features to Cloudoko Forms, we may extend the default field mappings across our customer environments so that new data is automatically made available for consumption by your forms.
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Think of these as field mappings that you get for free.
These will execute just before we show the first page of your CRM form.
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Think of these as field mappings that you get for free.
These will execute just before we execute a save action specified by your CRM form.
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These will execute just after we have executed a save action specified by your CRM form.