Saved Field Mapping

Stefan Surratt
Stefan Surratt Member Posts: 1
edited March 13 in Peer-to-Peer Support Forum

On https://help.jamasoftware.com/, I cannot find guidance on how to save field mapping for imports. Can someone point me in the right direction or tell me where/how this can be done? 

Also, can a save field mapping be made default for all users? If not, what solutions have others done for this. I found a discussion from 2020 saying that this wasn't possible but am unsure if that remains true in 2024.

Thanks!

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Stefan Surratt
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Comments

  • Patrick Garman
    Patrick Garman Jama Staff, Data Exchange, Automotive Solution, Medical Devices & Life Sciences Solution, Robotics Solution, Airborne Systems, Jama Connect Interchange™ (JCI), Jama Validation Kit (JVK) + Functional Safety Kit (FSK) Posts: 9

    Hi Stefan,

     

    On the import confirmation screen, you will see an option to save the field mapping for future use.

     

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    The mapping will be saved and only available when importing that same item type, and only in the project to which you imported these items. When you import the same item type to a different project, you will need to recreate the field mapping and can then save it for that project.

     

    There’s not a method to set a default mapping for a given item type – users must select the saved field mapping from the drop-down menu when indicating the import location and file to import.