General Fields

Introduction

To create a consolidated view of data from multiple tracks, the first step is to pull in shared data from different tracks and map it to a single field. This allows you to retrieve and display related information from multiple sources in a unified way.

For example, if you want to track the current state of business objects across two different tracks, you can create a General Field called State and map it to the respective current state fields in each track. Whenever the State field is accessed, it will display the current status of objects from all mapped tracks.

Create a General Field

To create a General Field:

1. Navigate to General Fields:

   • Go to the Admin Interface.

   • Open General Configuration → General Fields.

   • Click Create New.

1. Configure the General Field:

   • Name: Enter a unique name for the general field.

   • Add Field Mapping:

     • Click the "Add Field" button.

     • A pop-up will appear where you can:

       • Select a Track.

       • Choose the Field from that track to map or share its data with the general field.

       • Similarly, you can map any number of fields from multiple tracks to this field.

📝 Note

The first field you map will define the data type of the general field.

For example, if your first mapped field is a Text Field, only Text Fields can be mapped from other tracks afterward.

• After mapping the fields, click Create.

You have successfully created a General Field that can pull and share data from different Tracks!

History Tab

All configuration changes are recorded in the History tab with detailed logs and timestamps for tracking.

Steps to Initially Load Data into Shared (General) Fields

Once the General Field (shared field) has been created and mapped to specific fields across Tracks, follow the steps below to perform the initial data load.

Note

This is a one-time process to populate the shared fields with existing data. If you add a new field to a shared field, you will need to perform this step again.

• Select the checkbox next to the shared field for which you want to pull in data.

• Once selected, a green button labeled "Update all objects with shared fields" will appear at the top. Click this button to initiate the update.

• The system will then pull values from the mapped fields in each Track and load them into the shared field.