Platforms Tab

Use this tab to automatically map code fields to projects and specify whether you want to import code field values as descriptions or values. These settings apply to all users.

Field Description
Automatically Map Code Fields to Projects

When you select this option and you import data, every code field in the imported data is automatically mapped to a Touchstone field.

This is useful if you want to map all of your code fields. If you have a lot of code fields but only need to map a few of them, you may want to manually map only those fields that you need using Field Mappings.

Import Code Field Values As Specify whether you want to import the code field values as values or descriptions.
Terms Use the Accepted Submittal and Rejected Submittal fields to define your own "accepted" and "rejected" terms. For example, you may want to use Received no Comments or Received with Comments instead of Accepted and Rejected.

These terms are used in the scoring email that Touchstone sends to submitters after a submittal, and in the Status column on the Snapshots tab and in the Submittals hub.

You can enter up to 30 characters in each field. The two fields are required and must not contain the same word/phrase. In addition, they cannot contain special characters such as: " & ' * + , . ; < > = ? [ ] |. The default is Accepted and Rejected.

Click Restore Defaults to change the fields back to their default setting.