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Fields

Guide for configuring Fields in the Document Synchronizer object to synchronize form data between documents.
Fields

The Fields section in the Document Synchronizer object allows you to define the mapping between fields of the Source Document and the Target Document.
By setting up these mappings, you ensure that data from the source form is correctly synchronized and transferred to the appropriate fields in the target form.

Properties​

Source Object​

  • Represents the field in the Source Document from which data will be synchronized.
  • A dropdown list provides all available fields in the selected Source Document.

Target Object​

  • Represents the field in the Target Document where the synchronized data will be stored.
  • A dropdown list provides all available fields in the selected Target Document.

How It Works​

  1. Select the Source Object field from the Source Document.
  2. Select the Target Object field from the Target Document.
  3. When synchronization runs, the system automatically copies the value from the source field to the target field.
  4. You can repeat this process to map multiple fields between documents.

Example Scenario​

Suppose you have two forms:

  • Source Form → Contains TextBox1 where users enter their ID number.
  • Target Form → Requires the same ID number in TextBox1.

By configuring the Fields section:

  • Set Source Object → TextBox1
  • Set Target Object → TextBox1

Whenever the synchronization process runs, the ID entered in the Source Form will automatically appear in the Target Form.

Notes​

  • You can add as many field mappings as needed by clicking the Add button.
  • Always ensure the correct field types are matched (e.g., text-to-text, date-to-date).
  • Mismatched field types may lead to synchronization issues.