Managing Mapping Rules

The mapping rule list page displays a list of mapping rules in your current company and view. From this page, you can view detailed information and access other related information.

  • Click a mapping rule name to view its details.
  • Click Edit to edit the mapping rule details.
  • Click New to create a mapping rule. For more information, see Creating a Mapping Rule.
  • Click any column heading to sort the records using that column's data.
    • The Status column shows the status of the mapping rule, whether it is Active or Draft.
    • In the Description column, you can store brief information necessary for the mapping rule.
    • The Type column shows the type of the mapping rule, whether the mapping rule is a template or a rule.
    • The Source column shows the source used when the mapping rule was created. For example, Planning or Accounting.

Once you have located a mapping rule on the Mapping Rules home or list page, click the name to display detailed information.

To update a mapping rule, click | Edit and change the fields you want to update. When you have finished, click Save.

For a complete description of the standard fields that make up a mapping rule, see Mapping Rules Fields.

To delete a mapping rule that you no longer need:

  1. Once you have located the mapping rule you want to delete on the Links or list page, click its name to display its detail page.
  2. Click | Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The record is deleted.

You can apply mapping rules directly from the list page or the mapping rule detail page.

To apply a mapping rule:

  • Once you have located the mapping rule, you can apply it from the Links or list page. Click | Apply. A message is displayed. Click OK to confirm. The mapping rule is applied.
  • To apply the mapping rule from the detail page, click the mapping rule name from the list page and click Apply. Click OK to confirm. The mapping rule is applied.

You can undo mapping rules directly from the list page.

  1. Locate the mapping rule you want to undo from the list pages.
  2. Click | Undo or Edit.
  3. Change the fields you want to update.
  4. Click Undo.
  5. Click OK to confirm. The mapping rule is undone.

The application of the mapping rule is copied by uploading to JSON and then uploading data to a new rule. Using the JSON string allows you to quickly transfer configurations from a Sandbox to other Sandboxes or Production. Of course, the IDs for each organization are unique, but the purpose of copying is to transfer filters and text parameters, which are common for all organizations.

To copy, open the mapping rule and click Export or Import. Copy text from the main window to the clipboard of your operating system. Click Apply or Close to hide the modal window.

Note: Don't try to change JSON text manually. This can lead to unexpected behavior of the rule.

JSON Structure

Copy 
{"Name":"Default Mapping Rule Template","CurrencyIsoCode":"USD","ff_bp__Balance_needed__c":false,"ff_bp__Description__c":"The default mapping rule template is generated during the Planning setup linked to the default budget template.","ff_bp__Resulted_Subj_Dimension__c":"$Dimension.Budget App Amount","ff_bp__Resulted_Tag_Dimension__c":"$Dimension.Budget App","ff_bp__Source_Subj_Dimension__c":"$Dimension.BP Reporting Balance","ff_bp__Source_Tag_Dimension__c":"$Dimension.FF Mapping Configuration","ff_bp__Source_Tag_Filter_Long__c":"Name = 'Default Configuration'","ff_bp__Source__c":"FFPlanning","ff_bp__SplitByLines__c":false,"ff_bp__isActive__c":true,"ff_bp__isDraft__c":false,"ff_bp__isTemplate__c":true}~~~[{"Name":"Parent Budget","ff_bp__PostingRule__c":"a7T7A0000000T7PUAU","ff_bp__Type__c":"String","ff_bp__Location__c":"Header.ff_bp__Tag1__c","ff_bp__Section__c":"RESULT","ff_bp__Default_Long__c":"$Budget App.{ParentApp}","ff_bp__SourceLine__c":"","promptSourceHeader":"Budget 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To unlink the mapping rule from the list page:

  1. Locate the mapping rule that you want to unlink from the list pages.
  2. Select the mapping rule checkbox and click | Unlink.
  3. Click OK to confirm the unlink. The record gets unlinked.

When you save the mapping rule, a background process starts a batch Apex job. You can monitor the execution of the job.

  1. From Setup, click Environments | Jobs | Apex Jobs. A list of all the jobs in your org displays.
  2. Find a job with the CBalanceProcessor apex class. The Status field displays the current status of the job.

After the batch job finishes, by default, you will receive an email notification with the following:

  • Number of processed batches
  • List of any batch that cannot be processed

For more information on Apex Jobs, see the Salesforce Help.

To apply settings from one or more mapping rules templates:

  1. Once you have located the mapping rule you want to add as the default template, click | Edit.
  2. Change the fields you want to update and click Apply Default Template.
  3. Select Source or Result from the picklist.
  4. Select the header tag.
  5. Click Apply to apply settings from templates.

You can clone one or more mapping rules.

To clone an existing mapping rule:

  1. Once you have located the mapping rule you want to clone on the Links or list page, click | Edit.
  2. Change the fields you want to update and click Clone. A new budget application template is created with “Cloned” added to the mapping rule title. For example, BA income -> Entries (Planned) (Cloned).

Using the dimension filter, refine the dimension settings or simplify filter settings.

To refine the dimension settings:

  1. Do one of the following:
    1. On the Links page, click Modeling Rules | Mapping Rules.
    2. On the Planning Workspace tab, in the Navigation Pane, click Mapping Rules.
  2. Click New.
  3. Click Dimension Catalog to refine the dimension settings.
  4. From the Architecture Reference dialog, select a dimension. The list of field names with values is displayed.
  5. Click Close to close the Architecture Reference dialog.