Assign a Field Mappings Template to a Project

Assign a field mapping template to a project so that special fields such as code fields and user character fields are mapped to the correct Touchstone field.

To assign a field mapping template to a project:

  1. In the Navigation pane, in Hubs, click Projects.
  2. If you are in the List View, click Switch to Detail View in the top right corner of the view.
  3. Use the project Search feature at the top of the view to search for and select the project to which you want to assign the field mapping template.
  4. On the Configuration tab, hover over the Field Mapping Template field and click the Edit pencil icon to the right of the field.
    The field changes to edit mode.
  5. Select a field mapping template from the drop-down list.
    Touchstone saves the field change.