Field mapping on portal

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Posted on by Khanza

Hello there, i wanna ask a question. Is field mapping work at portal? I wanna copy field value from other entitiy, but at portal the field mapping doesn't work.

Are you have other solution to copy field value from other entity at portal?

Thankyou.

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RaviKashyap 55,410 Moderator on at

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Hi Aulia,

You can create a real time workflow to update teh field value. This will work in both CRM & portals.

Hope this will help.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Aulia,

It depends on what type of user experience you are looking for.

If you want users to see the other entity fields data on Portal form as soon as they open the form, you can go with the below two approaches that I have mentioned below.

or

If you want to map the data after record creation from portal, then you can write workflow or plugin on create of that record.

1. If you want to autopopulate contact fields (like firstname, lastname, email, phone etc) data on any other entity form fields on portal. you can go with Entity Form Metadata.

2. But, if you want to autopopulate some other entity field data, you can write either liquid template or Odata query on load of Entity Form to pull the data from any of the entity and can autopopupate it.

Hope it helps.

Cheers

Arpit

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Khanza on at

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Hi Arpit, thank you for your answer. I want copy email contact at Profile page to contact us page. And when i use entity form metadata, the entity form must at edit mode?

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Aulia,

Entity Form Metadata works for all Insert/Readonly/Edit mode. You can autopopulate any of the portal user's contact fields in Contact Us page.

Cheers

Arpit

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Khanza on at

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Hi Arpit, but i want to copy from profile page at portal, the profile web page dont have entity form. How should i do?

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Aulia,

Profile Page is nothing but a Contact record of Portal logged In user. Whatever information you see on portal profile page comes from logged In user contact's record.

So if you want to autopopulate it's data on other Entity Form like Contact Us form, you can create a new Entity Form Metadata on that Entity Form like below, I have autopopulated emailaddress1. In place of 'emailaddress1' you can select your contact field that you want to autopopulate in Contact us page :

Cheers

Arpit

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Khanza on at

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i was try it

but it doesn't work

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Khanza on at

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Hi Ravi, i was try it but it doesn't work. Because i want field mapping from profile page to contact us. I want to get who user login at here.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Aulia,

It should have work.

Assuming you are choosing the correct email field in entity form metadata under Attribute part. Because in screenshot I am seeing one lookup Email field also.

Although if it does not help, try using below syntax in custom javascript:

$(document).ready(function(){

var loggedInUserEmail = {{user.emailaddress1}};

S('#emailfieldid').val(loggedInUserEmail);

});

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Khanza on at

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Arpit, the if i use entity metadata, am i get attribute from email at contact us page?

example :

And Arpit, Is your code is true? Doesn't have wrong typing at there?

$(document).ready(function(){

var loggedInUserEmail = {{user.emailaddress1}}; (Is that true?)

S('#emailfieldid').val(loggedInUserEmail);

});

Quote

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