Automation Editor
...
Building Automations
Action functionality

Field mappings

10min

Mapping actions fields

Most actions have one or more input fields. This example has three:

Document image


Input field values can include static text and dynamically inserted data values from other actions and triggers when the automation executes.

When an input field is focused by clicking on it, any available help text about the field will appear:

Document image


Available mappable fields from other actions and triggers will also appear:

Document image


Clicking a field from the list will add it to the mapping at the current cursor position within the text:



Document image


The list of mappable fields can be searched:

Document image


Sometimes it is easier to find a needed field from the automation diagram by clicking this link:

Document image


The automation diagram will appear. Only actions and triggers that precede the item are enabled for selection, since only those emit output that can be mapped into the field:

Document image


Hover over an item to view the available mappable fields, then click one to map it:

Document image


If you need to edit a large amount of text, use the pencil icon to open a text editor:

Document image

Document image


Searching mapped action fields

You can search for input fields by entering search text here:

Document image


The list is filtered as you type.

You can also filter the list of input fields with these checkboxes, to show only required and/or mapped fields:

Document image


Mapped field icon functionality

Mouse over a mapped field to view its full name:

Document image


Eye icon: view mapped field in list

Clicking the "eye" icon that appears next to mapped action fields will reveal the field in the popup list:

Document image


Tree icon: view mapped field in diagram

Clicking the tree icon displays the mapped field's item in the diagram:

Document image


The automation diagram will appear with the mapped item highlighted:

Document image


Swap icon: swap all field mappings with a different action

In some situations the currently mapped fields from one action need to instead be mapped to a different action that emits the same fields. This can be done via the swap icon:

Document image


The diagram will appear. Actions that are possible targets of the swap are enabled, while all other content is disabled and grayed out.

Document image


Click an enabled action to use as the target. The field mappings will be swapped such that the source action of the fields is the selected target action.

Note that the editor does not check to ensure that the selected action actually emits all field names being swapped.