With Axsy Smart Forms, you can map specific elements in a Smart Form with fields belonging to the source Object record running the Smart Form as well as to fields belonging to Object records that are linked to the source record via a lookup relationship.
For more details on how to get started with mapping, please see this article:
How to Create a Smart Form Mapping – Create Mapping Set
For more information on Data Mapping, please see this article: How to use Smart Form Mapping – Create a Data Mapping
Mapping an Element with the Mapping Lookup tool
It is good practice to utilise the built-in Mapping Lookup tool that allows you to find the specific field you are looking for and insert it with the correct mapping path already configured.
Please see this article to view more information on how to use this: Mapping an Element with the Mapping Lookup tool
Example Object Model
Smart Form Elements – such as Text, Numeric and Picklist Elements - can be mapped with fields of the source Object record running the Smart Form and fields from its Lookup Objects. As an example, let's assume that you have a Smart Form that is to be run on the Work Order Object. See below an example object model for the Work Order Object, showing a sample of different standard and custom fields & objects.
