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.Rules run in order, and each rule can test the Incoming Value (the value after earlier rules) or the Original Value (the raw value from the source). If a rule tests the original, untrimmed value with Equals, a trailing space makes it fail. Trim first, then test the Incoming Value.
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.