Field Mappings Common Fields

This topic describes the common fields in the Field Mappings view.

Field	Description
Find Field Mappings	(Detail view only) Use this field at the top of the view to search for the field mapping template that you want to review or edit. To find records in the List view, use the grid filter. When you enter text that the currently selected record does not match, Touchstone displays an Information icon to the right of the Search field that you can hover over to see a message confirming that the current record does not include the search text.
	(Detail view only) Use the arrows to scroll through the field mapping templates. The numbers show you which template you are viewing out of the total number of templates in the search results.
<x records>	(List view only) This lists the total number of templates that are in this view.
+ New Field Mappings template	Click to create a new field mapping template. A blank template displays in Detail view edit mode.
or	Toggle between the List view () and Detail view () by clicking the relevant icon in the top right area of the page.
Edit	(Detail view only) When you click this button, the fields change to edit mode. To edit a record from the List view, hover over the line in the grid that you wish to edit, click the Options icon () that displays on the right side of the line and click Edit.
Other Actions	Create Copy: (Detail view only) Click to create a copy of the current template. A copy of the template displays in Detail view edit mode. You can edit the fields and save the new template. This is useful if you want to use an existing template as a basis for a new template. Export All: (List view only) Click to download all templates to a .csv file. Delete: Click to delete the selected template(s). A message displays letting you know that this action will delete <template>.
	Click Maximize / Minimize to hide the Navigation pane so that more of the grid is visible. When you click the icon again, the grid returns to the original size and the Navigation pane displays again.
	(List view only) Click Filter in the grid header to filter the grid results. The grid updates to display the templates that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and return, the filter is no longer in effect.
	(List view only) Click the Export icon in the grid header to download all projects to a .csv file.
	(List View only) Click Grid Settings in the grid header to display the Select Columns dialog box where you can add, remove, or reorder columns in the grid. In the dialog box, enter a character or word in either of the filter boxes at the top of the Available Columns and Selected Columns areas to filter the lists. A filter icon displays next to the heading when a filter is applied. Delete the text from the filter field to remove the filter criteria.