How to set up a Mapped User Field

Mapping user fields allow you to assign a Project Contact to a select option.  The mapped user field in the defects module is used to configure dashboard actions and sharing.

To set up a mapped user field follow the steps below.

1. Access the Defects configure page by clicking on Configure in the main menu.  Click on Document Types, then click on defect form code DEF.

2.  On the form configuration page go to the user field section and click on Edit USR.

3.  On the User Field edit page click on the code or create the user field you wish to map options for e.g. TRADE

4.  Tick the box "Is mapping user field". Then click update.

5. Click Options to begin adding contacts to the Trade option.

6.  When the trade options display, click the contacts selector for the trade you wish to make your selection for.

7.  When the Contacts select box open, choose the company from the dropdown and when the company contacts list, choose the person who is responsible for this trade.

  Once selection is made, click OK.