The most common mapping scenario is when you map a single document template field to a single table or view field. 


Steps to map a template field with one data source field:

  1. In a template, select the Click to map link for any field on the right panel or click any field in the PDF file preview to map the PDF field elements. 
  2. From the Mapping type dropdown, select Data source field. 
  3. From the Data source field dropdown, select a table or view field to be mapped with a document template field.
    The Mapping section showing controls for selecting the mapping type and data source field with which you can map a template field.


    • You cannot map the Password data type fields.
    • If you map a Dropdown field that accepts values that are not in the list of allowed values, you can fill that field with any value.
  4. Optional: To use a value defined in the Display Value of the table relationship settings, select Use display value.
    This setting is only available if:
    • The selected data source field has been defined as a related field in the Relationship Settings with the display value preconfigured.
    • No related tables are selected in this document template.

    Note: You cannot use both related tables and the Use display value option in the same mapping configuration. If you select related tables, the display value option will not be available.

  5. For Checkbox fields, select the condition on which the checkbox is selected on the generated PDF with the Checkbox selected if value option.  
  6. Click Next field to map another field or Save to confirm your changes to the template.