In Pipeliner, data can be pre-filled from one entity to another when creating a new record that is related - for example, when adding a new Contact to an Account record, the address pre-fills from the Account to the new Contact using system mappings.

The Field Mapping Add-on enables Admins to:

NOTE: Field Mappings is a chargeable add-on for all Tiers except Unlimited

Once enabled in the Automation Hub in the Admin Module, the Field Mapping Add-on will be available as a new sub-tab for all entities in Admin, except Product and Product Line Items. All system hardcoded mappings will be available for the Admin to change and new mappings can be created for custom entities. Select an existing Entity and click on Edit Mapping to update the system mappings or click on Create New to add a new mapping for a custom entity ⤵

System mappings cannot be deleted but can be modified or, subsequently, reset back to the system default behaviour. These system mappings are noted on the form and can be reset to the default behaviour by unticking the checkbox to disable the custom mapping ⤵

To add a new or to change an existing mapping, enable the checkbox and then select the field from the original record that should be mapped to this field on the new record ⤵

Field Mappings for custom relations using Lookups on Custom Entities need to be created from scratch by clicking Add New ⤵

Select the field(s) to be mapped ⤵

If the field is a validated field - dropdown, multi select checkbox or radio - click on Set Field Mapping to map how each value should map ⤵

In User Settings, the setting “Auto-populate data when creating a new Account or Contact” has been changed to “Auto-populate data when creating a new related record”. When enabled, this switch will now affect all prefills ⤵

During creation of a new record, there will be no change to the user experience. Prefills will be applied based on the system or custom mappings from the existing record to the new related record. If at least one field was prefilled, there will be a yellow banner at the top with Undo/Populate button and any prefilled field will be also marked in yellow ⤵

NOTE: Field Mappings is a chargeable Add-on for all Tiers except Unlimited