Field Mapping Setup

Article • 4/2/2026 • 3 min read

Menu Path: Setup > Field Mapping Setup

The Field Mapping Setup allows you to define a hierarchy for the fields such as area, department, account, and locations. The hierarchy allows you to create a relationship between the fields. The field hierarchy is also called a parent-child relationship.

For example, a relationship is defined for the fields - Area > Department > Account > Project.

In this example, Area is the parent, Department is its child, Account is the grandchild. The Department is also a parent field to Account.

For each relationship, you can define a list of values for each field in the relationship. The table below shows an example for the list of values for Area , Department and Account. The list of values in the child field are dependent on list of values from the parent field.

In this example, the list of values in the Department field are dependent on list of values in Area field, and the list of values in the Account field are dependent on the combination of values from Area and Department fields. You can select only the values that have been defined for the fields and this allows you to narrow down the selection criteria when creating a work order, requisition and so on.

The below table explains how the values are dependent between the fields - Area > Department > Account:

Area	Department	Account
Area A	Department 1	Account 1
		Account 2
		Account 3
	Department 2	Account 2
	Department 2	Account 3
Area B	Department 2	Account 3
	Department 2	Account 4
	Department 3	Account 3

If you select Area A , only then the Department 1 and Department 2 values are available in the Department field. Similarly, if you select Area A > Department 1 then the values Account 1, Account 2 and Account 3 are available in the Account field.

To access Field Mapping Setup, you need to have the required Security and Settings. For more information, see Security and Setup for Field Mapping Setup.

The guidelines for the Field Mapping Setup are as follows:

If you change the hierarchy to modify an existing relationship, the system deletes the existing relationship and considers the hierarchy as a new relationship.
A child can have only one parent. For example, as shown in the image, the Account can have only Department as the parent.
A child can be a parent to a new field. For example, Account can be a parent to Project.

The following procedure explains the actions that can be performed in the Field Mapping Setup page:

Select Setup > Field Mapping Setup in the navigation menu.

The Field Mapping Setup page opens and displays the existing relationships in collapse mode.

In the Field Mapping Setup page, perform any of the required actions as follows:
To add a new relationship, see Adding new relationship.
To edit a relationship, see Editing an existing relationship.
To update the values of a field in the relationship, see Updating relationship.
To delete a relationship, see Deleting a relationship.