Please ensure that you have created a Mapping Set so that you will be able to map data from the Smart Form to and from Salesforce. Please see this article for more information: How to use Smart Form Mapping – Create Mapping Set


Edit an Element 


1. Open up the Edit Properties Window for the element and navigate to the Mapping tab.


2. For Mapping, you will be able to view the mapping configurations already created for the current form and a mapping data set.


Section Name Function 
Mappings for this Form Will display available mapping sets that have been set up for the current form
Element Mapping Details Will provide the option to include or exclude a mapping set


3. Under Element Mapping Details, using the radio button options, you can exclude the element from the mapping, or you can map the element based on the mapping configuration you have created.


Configure Mappings 


Select the Map to and from Form Response radio button. To set the mapping to, from, or to and from a Salesforce object. You will need to type in the correct mapping syntax. 


For a quick and efficient way to do this, make sure to use the Mapping Lookup tool: Mapping an Element with the Mapping Lookup tool


Mapping syntax is structured as the following once inserted:


Mapping TypeFormat
Object-local Field (Object running form)Field:Object
Lookup Field (via Details Field of an Object)LookupField.Field:LookupObject
Related Object (Loop Mapping)RelatedObject:Object
Related Object Field (Element in Loop Mapping)RelationshipField.Field:RelatedObject

Referencing a Field from the Object Record running the Form 


For a field of the Object record running the Form, use the API Name of the field followed by a colon ':' and then the API Name of the Object running the form. 


If the form is running on a Work Order and you want an element to map to/from the Subject field of the Work Order, you'd use 'Subject:WorkOrder' as the mapping value. If the target field is a custom field, that means including the '__c' postfix of the API Name, e.g. 'Building__c:WorkOrder'.


Referencing a Field linked through a Lookup Relationship from the Object running the Form 


For a field that is one level deeper than the object running the Form, i.e. linked to the object record via a lookup field, use the API Name of the lookup field followed by a '.' and then the API Name of the target field.

 

If the form is running on a Work Order and you want an element to map to the 'Phone' field of the Contact assigned to the Work Order, you'd use 'Contact.Phone:Contact' as the mapping value. If the lookup field is a custom field, that means including the '__r' postfix of with the API Name of the lookup field, e.g. 'Contact__r.TemporaryLocation__c:Contact__c'.


Select Save to finish.


Please see this article for more information on a mapping object model for the Work Order Object: Syntax for Mapping Elements with Record Fields