Mapping State Field Values

The Options: How to Map State Values dialog box enables you to map source field values to SBM State field values. When items are imported, they are added to states based on mapped values. For example, if you map the source field value "In Progress" to the State value "Assigned," all source items that are "in progress" are imported into the "Assigned" state in SBM.

The Import Data Wizard can attempt to match values during import or you can map values that exist in both databases.

This dialog box is available only for imports from TeamTrack or SBM databases. Mapping applies as follows:

• TeamTrack or SBM to SBM – You can only map source State field values to State field values in the receiving database.

When you map State field values, consider the following information:

• The state mapping you specify for an Import Option Set overrides any other mapping. For example, if you have previously imported data with state mapping, mapping in a subsequent import replaces previously mapped data.

• You can map multiple source values onto an SBM State field value. When data is imported, each instance of the source value is replaced by the mapped value.

• If you map a Choice field to the State field and imported items do not have a value selected for the Choice field, the Import Data Wizard sets the State values as the first "submit" state for the project. If a submit state is not available for the target project, imported items are added to the "None" state.

The following information and options are available on the Options: How to Map State Values dialog box:

• Source Field(s) – Indicates the source field that you are mapping data from.

• Process App Field – Indicates the field that you are mapping to.

• Attempt To Match Text Title Values During Import, Creating New Values When Necessary – Select this option to allow the Import Data Wizard to match values based on text values in both databases. If identical text matches are not found, new values are added. This option should also be selected if mapped fields in your receiving database do not contain selection values. In this case, source field selected values in items you are importing are added as selections in the destination field. For example, if a Choice field in a source database contains three possible values (A, B, or C), and items in this database have two values (A and B) selected as values, A and B are added as selections for the field in the receiving database.

• Match Using IDs, Using the Value Mapping Provided Below – Select this option to specify State field mapping as follows:

  • Source Field Values – This left-pane column lists all selection values for the source field.

  • Destination Field Value – This column lists all values for the State filed you are mapping to. If this column is empty, you must select the Attempt To Match Text Title Values During Import, Creating New Values When Necessary option.

  • Inherited From – Lists the workflow for which the state was created.

  • Source Field Value – This right-pane column lists source field values mapped to State field values.

• Map – To map values, select a source value and a State field value, and then click Map.

• Unmap – To unmap values, select a mapped value in the right pane, and then click Unmap.

• Map All – Click this button to quickly match all source values with identical State field values.

After mapping source values to State field values, click Next to continue.