The SOP Mapping tool lets you map data from the SOP object and any of its associated objects, to an existing top-level custom object and its associated objects. You can map to any TeamConnect custom object and create multiple mappings for each custom object.

Mapping List Fields

If you want to map incoming SOP text fields to a list of items in a lookup table, each incoming SOP text field must have a matching list item label in the lookup table.

During matter creation, if the lookup table does not have an item whose label matches the SOP text field name, the field is left blank.

If the lookup table contains more than one item with the same label, the first item that SOP manager finds is used to populate the field.

Mapping Custom Categories and Custom Fields

You can customize an SOP record by adding custom fields or custom categories, and then mapping these fields to a matter. If you are using custom categories or custom fields, you must meet the following requirements before you can download SOPs:

•If you want these custom fields to appear on the General page of an SOP record, the custom category must be a child of the SOP object's root category. The unique code of the child must be CUST or a descendant of the <ROOT>_CUST category.

•If a category has required fields, you must specify the default values or the record is created without the custom fields.

•Custom categories must be in the design.

Note: You cannot map custom fields of a custom object.

To create an SOP mapping

1.In the upper right corner of the TeamConnect main page, click the Setup link. The Designer main page opens. 2.In the Tools drop-down menu, click Map Service of Process. The SOP Mapping selection fields appear. The SOP Mapping Fields 3.Complete the following fields: oIn the Select Action drop-down list, select Create New Mapping. oIn the Select Registered Agent drop-down list, select the appropriate RA. oIn the Select Target Object drop-down list, select a target object. The objects in this list are TeamConnect custom objects. 4.Click Create. The SOP Mapping page opens. The SOP Mapping Page 5.Complete the following fields: oIn the Service of Process Mapping section, enter the Mapping File Name. oIn the Field mapping from Service of Process section, in the Select Default Category drop-down list, select a default category. oIn the From SOP Field (Type) drop-down list, select the first SOP field that you want to map to a TeamConnect matter field. The items in this list represent all relevant fields contained on an SOP record. oIn the To Target Field, use the Object Navigator to select the field to map to the SOP record field. 6.Click add more and repeat this process to map additional fields if necessary. To add mapping for involved or child/embedded objects, see Mapping Involved or Child/Embedded Objects. 7.Click Save.