Field Compatibility with Synchronization
This section shows which fields are compatible with the synchronization feature of ClickLink.
ClickLink Rules
These are the fields in a ClickLink rule that you can use when the Sync Enabled checkbox is selected:
Key: # – If one field is completed, all fields must be completed.
ClickLink Rule Fields | Notifications | Synchronize Setup | Target Record Creation on Source Insert | |||||||||||||||
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Sync Option | ClickLink Rule | Source Object | Source Object Name Field | Source Object Reference to Target | Source Object Processed Field | Source Object Process Field | Target Object | Target Object Name Field | Email Template | Sync Enabled | Target Object Sync Active Field | Target Object Sync Control Field | Target Object Sync Control When | Target Relation with Source = None | Target Relation with Source = One To Many | Processed Field on Target | Relation Threshold | Relation Count Field on Target |
Sync Enabled = False | True | True | True | True | True | True | True | True | True | — | — | — | — | True | True | True | True | True |
Sync Enabled = True | True | True | True | True | True | True | True | True | True | True # | True # | True # | True # | — | — | — | — | — |
Target Object Sync Active Field | True | True | True | True | True | True | True | True | True | True # | True # | True # | True # | — | — | — | — | — |
Target Object Sync Control Field | True | True | True | True | True | True | True | True | True | True # | True # | True # | True # | — | — | — | — | — |
Target Object Sync Control When | True | True | True | True | True | True | True | True | True | True # | True # | True # | True # | — | — | — | — | — |
Target Relation with Source = None | True | True | True | True | True | True | True | True | True | True | True | True | True | — | True | True | True | True |
Target Relation with Source = One To Many | True | True | True | True | True | True | True | True | True | — | — | — | — | True | — | True | True | True |
Processed Field on Target | True | True | True | True | True | True | True | True | True | — | — | — | — | True | True | — | True | True |
Relation Threshold | True | True | True | True | True | True | True | True | True | — | — | — | — | True | True | True | — | True |
Relation Count Field on Target | True | True | True | True | True | True | True | True | True | — | — | — | — | True | True | True | True | — |
ClickLink Mapping
These are the fields in a ClickLink mapping that you can use when the Source Sync checkbox is selected:
ClickLink Mapping Fields | Source Mapping | Target Mapping | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sync Behavior | ClickLink Rule | Mapping ID | Mapping Type = Source Field | Mapping Type = Custom Setting | Mapping Type = Literal | Source Field | Source Object | Mapping Literal | Source Value Is ID | Target Record Created From = Source | Target Record Created From = Source Parent | Target Record Type = Default | Target Record Type <> Default | Target Field | Allow New Record Creation on Lookup |
Source Sync = False | True | True | True | True | True | True | True | True | True | True | True | True | True | True | True |
Source Sync = True | True | True | True | — | True | True | True | True | True | True | True | True | — | True | True |