How to Review Field Mappings with Quick Mapping

Quick Mapping lets you review a service request's unmapped fields one at a time through a card-based interface. Mark each field as approved, not used, or change requested — no need to scroll through the full table.

Quick Mapping automatically skips fields already marked as Approved, Not Used, or Change Requested. It only shows fields that still need attention.

Quick Mapping Workflow

To review unmapped fields for a service request:

1. Click Mapping and select an integration from the drop-down menu.

2. Select the service request you want to review.

3. Click Quick Mapping above the field mapping table.

4. For each field, decide if you need to map the field:

   • Yes — Continue to the value check. See Approve or Request a Change.

   • No — The system marks the field as Not Used and displays the next field.

   • Save for later — Skip the field. Its status does not change.

5. After you review all fields, the system displays a summary of the number of fields saved and skipped.

Approve or Request a Change

When you mark a field as needed, the card displays its current value and source information.

1. Review the current value on the card.

2. Choose an action:

   • Click Yes if the value is correct. The system marks the field as Approved.

   • Click No to describe a required change.

3. If you clicked No, enter a description of the correct value or source in the text area.

4. Click Save & Continue. The system posts a comment on the field and sets the status to Change Requested.

Keyboard Shortcuts

Key	Action
← / →	Highlight Yes or No. Press the same arrow again to confirm.
Enter	Confirm the highlighted choice
S	Skip the current field
Escape	Close the dialog

How It Works

• Skipped fields remain in their original state and appear again the next time you start Quick Mapping for the same service request.

• Progress updates immediately in the service request's completion percentage and the overall integration progress bar.