How to set up mapping of custom fields between a landing page and bpm'online
Attention
This article covers the process of editing HTML code for a lead registration form.
To enable automatic lead registration when a user fills in the web form fields, you need to set up mapping between the landing page and bpm'online.
The mapping procedure for standard fields is covered in a separate article.
If the landing web form contains fields that are not on the standard lead page, then to transfer these fields add the custom fields that correspond to the fields of the web form to the lead page and then configure the mapping. To do this:
1.In the [Landing pages and web forms] section of bpm'online, open the record that corresponds to your landing page. Copy the HTML code from the [Landing setup] —> [STEP 2. Copy the code and configure and map the fields] into any text editor.
2.Find the “fields” fragment in the copied HTML code. This fragment contains all fields of the lead page, including all custom fields. Find the following expression in the “fields” code block:
“UsrField”: “css-selector”
“UsrField” corresponds to the bpm'online field name, and “css-selector” is the “selector” this field in the code of the landing page.
3.Replace the “css-selector” expression to the id or class of corresponding field in the landing form and place the unique html code in the landing page code. Learn more about the import process in a separate article. Read more >>>
Note
Use this method only for mapping text fields, such as full name, commentary, etc. Lookups and other fields require development and are covered in a separate article.
As a result, if your customer populates the fields of the web form on the landing page, their value will be displayed in the user fields on the page of the lead in bpm'online.
See also
•How to create a landing page on your website
•How to add a new record in the [Landing pages and web forms] section
•How to connect your website landing page to bpm’online
