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Managing New Account Mapping
Creating new mapping
File requirements for list from Caselle
- All fields required to have a value
- File Headers:
- ProfileName
- ProfileItemName
- CaselleDatabase
- Table.FieldName
- UsedForSearch
- Must contain TRUE or FALSE
- RecortType
- Locate and open the solution CaselleAccountTemplateConverter.sln, contained in the Tools Repo
- Replace the CaselleProfileMapping.csv with your new file
- Ensure that accountTemplateConverter.ConvertToCSV() is commented out and that accountTemplateConverter.ConvertToMappingJson() is not commented out
- Run the solution in debug
- The JSON file will be populated in "Documents\Projects\Caselle\JSONFiles"
Update the Utopia solution
- Rename your newly created JSON file to just CaselleProfileMapping.json
- Copy the JSON file and paste it into Utopia under BusinessLogic -> Resources
- Replace existing file if present
Test updated changes
- If you're set up locally with a Caselle template account you can run the UtopiaLocalDatabaseRefresher to clear and re-setup your accounts locally.