Use Business Maps to fill in fields from related modules

[Guido1982]

Wow, cool stuff this. And it seems I could have known this. I setup a test like this (for anyone looking for something similar):

PHP Code:

<map>
    <originmodule>
        <originid>13</originid>
        <originname>HelpDesk</originname>
    </originmodule>
    <targetmodule>
        <targetid>22</targetid>
        <targetname>SalesOrder</targetname>
    </targetmodule>
    <fields>
  <field>
    <fieldname>ship_street</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) ship_street)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
    </fields>
</map> 


Make sure the Orgfield is set to 'FIELD' and test the field selector in an e-mail template in workflows (to get the correct fieldname and syntax). You can create a salesorder from a ticket like this and even fill in fields from the account that the ticket doesn't have!

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For anyone looking for a Business Map that auto-fills some address and description data when creating a salesorder from a ticket: here it is:

PHP Code:

<map>
  <originmodule>
    <originid>13</originid>
    <originname>HelpDesk</originname>
  </originmodule>
  <targetmodule>
    <targetid>22</targetid>
    <targetname>SalesOrder</targetname>
  </targetmodule>
  <fields>
    <field>
      <fieldname>subject</fieldname>
      <fieldID>370</fieldID>
      <Orgfields>
        <Orgfield>
          <OrgfieldName>From ticket:</OrgfieldName>
          <OrgfieldID>CONST</OrgfieldID>
        </Orgfield>
        <Orgfield>
          <OrgfieldName>ticket_title</OrgfieldName>
          <OrgfieldID>159</OrgfieldID>
        </Orgfield>
        <Orgfield>
          <OrgfieldName>ticket_no</OrgfieldName>
          <OrgfieldID>146</OrgfieldID>
        </Orgfield>
<delimiter> </delimiter>
      </Orgfields>
    </field>
    <field>
      <fieldname>account_id</fieldname>
      <fieldID>389</fieldID>
      <Orgfields>
        <Orgfield>
          <OrgfieldName>parent_id</OrgfieldName>
          <OrgfieldID>148</OrgfieldID>
        </Orgfield>
      </Orgfields>
    </field>
    <field>
      <fieldname>cf_939</fieldname>
      <Orgfields>
        <Orgfield>
          <OrgfieldName>description</OrgfieldName>
        </Orgfield>
      </Orgfields>
    </field>
  <field>
    <fieldname>ship_street</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) ship_street)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>bill_street</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) bill_street)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>bill_city</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) bill_city)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>ship_city</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) ship_city)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>bill_code</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) bill_code)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>ship_code</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) ship_code)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>ship_country</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) ship_country)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  <field>
    <fieldname>bill_country</fieldname>
    <Orgfields>
      <Orgfield>
        <OrgfieldName>$(parent_id : (Accounts) bill_country)</OrgfieldName>
        <OrgfieldID>FIELD</OrgfieldID>
      </Orgfield>
     </Orgfields>
  </field>
  </fields>
</map>