Once values have been inserted using the Mapping Lookup Tool, the syntax will vary slightly depending on whether the element is a Loop Element, the element is contained within a Loop, or the element is referencing a Salesforce Field that is accessed via a Lookup Relationship. 


Custom Lookup Fields and Custom Related Lists use the suffix __r instead of __c . Custom Fields you want to map to, and Custom parent Lookup Objects, always use the suffix __c . 


Salesforce Object and Field API Names are always used in mapping configurations.



Covered in this Article: 


Loop Mappings 


For Loop Field Mappings,  Lookup Fields used to access the Related List will all be separated by a dot, and the parent Lookup Object of the Related List will follow a colon. 


In the examples below, the Work Order Object is running the Smart Form.



Relationship Syntax Example
Related List related directly to the Object running the Form (Work Order)WorkOrderLineItems:WorkOrder
  • 'WorkOrderLineItems' are the Related Object records we want to map to.
  • ':WorkOrder' – WorkOrderLineItems are Related Object records on the Work Order Object. 
  • As the Work Order is running the Smart Form, no Lookup Fields are used to access the Related List.
Related List path uses one Lookup Field to access the Related List from the Work Order Account.Contacts:Account
  • 'Account' is a Lookup Field on the Work Order Object that looks up the Account Object
  • 'Contacts' are the Related Object records we want to access, and they are a Related List on the Account Object.
  • ':Account' – As Contacts are a Related List on the Account Object, the Account Object is the parent Lookup Object. 
Related list path uses two Lookup Fields to access the Related List from the Work Order Contact.Account.Requests__r:Account
  • 'Contact' is a Lookup Field on the Work Order Object that looks up the Contact Object.
  • 'Account' is a Lookup Field on the Contact Object that looks up the Account Object.
  • 'Requests__r' are the Custom Related Object records we want to access, and they are a Related List on the Account Object.
  • ':Account' – As Requests are a Related List on the Account Object, the Account Object is the parent Lookup Object. 


Note: To reference the Related Object records correctly, you need to use the Child Relationship Name, by accessing the Salesforce Field that connects the Related List to the parent Lookup Object. 




Elements Contained in a Loop 


Mappings for Elements contained in a Loop follow the pattern of FieldName:RelatedObject , where RelatedObject is the Object API Name of the Related List referenced in the Loop Element containing it. 


If the Loop Element's Field Mapping is set as WorkOrderLineItems:WorkOrder , an Element inside the Loop would have a mapping like MinCrewSize:WorkOrderLineItem . 




Elements Outside a Loop 


Field Mappings for Elements outside a Loop follow a similar pattern to Loop Field Mappings, where the Lookup Fields and target Salesforce Field are separated by dots, and the parent Lookup Object follows a colon. 


In the examples below, the Work Order Object is running the Smart Form. 


Relationship Syntax Example
Field on Object record running the Smart Form (Work Order)Status:WorkOrder
  • 'Status' is the field we want to map to 
  • ':WorkOrder' – the Status field is on the Work Order Object 
  • As the Status field is on the Object running the Smart Form, no Lookup Fields are used to access the field.
Field on Object accessed via one Lookup Field from the Work Order Contact.Email:Contact
  • 'Contact' is a Lookup Field on the Work Order Object that looks up the Contact Object.
  • 'Email' is the field we want to map to on the Contact Object.
  • ':Contact' – As the Email field is on the Contact Object, the Contact Object is the parent Lookup Object
Field on Object accessed via two Lookup Fields from the Work Order Building__r.BuildingSite__r.SiteName__c:Site__c
  • 'Building__r' is a Custom Lookup Field on the Work Order Object that looks up a Custom Object: Building.
  • 'BuildingSite__r' is a Custom Lookup Field on the Custom Building Object that looks up a Custom Object: Site.
  • 'SiteName__c' is a Custom Field on the Custom Site Object we want to map to. 
  • ':Site__c' – As the 'SiteName__c' field is on the Custom Site Object, the Site Object is the parent Lookup Object