SECTIONSWhat is a Bank Format Mapping Join?
If the data you need to generate your bank file is not all on the root source object, you need to create one or more bank format mapping join records to link together the source objects. Here are some examples.
Root source object: c2g__codaPayment__c
| Object From | Object From Field | Object To | Object To Field |
|---|---|---|---|
| c2g__codaBankAccount__c | Id | c2g__codaPayment__c | c2g__codaBankAccount__c |
| c2g__codaCompany__c | Id | c2g__codaBankAccount__c | c2g__codaOwnerCompany__c |
If you need information from an object that has not got a direct relationship (lookup or master-detail) to your root source object, you need to create two join records.
For example, to get some information from the Payment Media Detail object, which hasn't got a direct relationship with the root source object:
| Object From | Object From Field | Object To | Object To Field |
|---|---|---|---|
| c2g__codaPaymentMediaSummary__c | ffbf__Payment_ID__c | c2g__codaPayment__c | Id |
| c2g__codaPaymentMediaDetail__c | c2g__PaymentMediaSummary__c | c2g__codaPaymentMediaSummary__c | Id |
Alternatively, you can create a custom formula field to retrieve the payment ID on the Payment Media Detail object and call it, for example, is PaymentIdFormula__c. Then you only need one join record:
| Object From | Object From Field | Object To | Object To Field |
|---|---|---|---|
| c2g__codaPaymentMediaDetail__c | PaymentIdFormula__c | c2g__codaPayment__c | Id |