Mapping Rules
Summary
Mapping rules are mini workflows attached to a single field in a mapping template that conditionally modify a value after it has been mapped, using if/then conditional logic or tiered rule types. Explains Incoming vs Original Value, how rules chain, and how to create, test, and apply them.
A mapping rule is a mini workflow applied to a specific field in a mapping template. Rules modify a value after it has already been mapped by the template, using conditions and actions. Use a rule whenever you want to conditionally change a value that a mapping template produces.
| Term | What it means |
|---|---|
| Incoming Value | The value the rule is currently manipulating. It is called "incoming" because when rules are chained, this value transmits through each rule in the chain. |
| Original Value | The original value that was mapped from the field, before any rule changed it. Use it to back out of changes in certain situations. |
Brand = XYZ → Set Title to Original Value| Type | How it works |
|---|---|
| Conditional | Applies changes based on "If" and "Then" conditions, similar to a workflow. When you choose Conditional, you select an Input Type: String, Number, Boolean, or Option Field. |
| Tier | Applies changes based on a tiered list that can be marked up or marked down. For example, a Get Inventory [Primary] rule could be tiered to sentence-case titles. |
Rules are set up like workflows: either with if/then Conditional logic or as a tiered Rule Type. You can create a rule inside a mapping template or on its own, then test it and apply it to a field.
| Step | What to do |
|---|---|
| Create inside a template | Click New Rule on the field. The rule is created and automatically applied to that field. |
| Create outside a template | The rule is not attached to anything yet: you must add it to a field manually (see below). |
| Test the rule | Click Test Rule and supply sample data. You only need to populate the values the rule actually uses: for example, if the rule only touches Brand and the Incoming Value (the title), you only fill in those. |
| Apply to a field | Go to the field you want to modify, then click Rules → View All Rules → Add on the specific rule you want to use. |
Rules → View All Rules → Add on the target field, or it will never run.A rule I created isn't changing anything
Rules → View All Rules → Add on that rule to apply it.Test Rule returns an unexpected result
Chained rules give the wrong final value
A condition exception isn't sticking
What is the difference between Incoming Value and Original Value?
Can I chain multiple mapping rules on the same field?
What is the difference between a Conditional rule and a Tier rule?
Do I need to fill in every field to test a rule?
If I create a rule outside a mapping template, is it applied automatically?
New Rule are applied automatically. A rule created outside a template must be added manually to a field through Rules → View All Rules → Add.