Link Filters Source (Link)

Link Filters Source (link) is one of the subtransfer sections where you would need to create a link between the main transfer and the subtransfer. In order to do that, you would need to fill in the following fields:

  1. Under FIELD NAME , you would add the field from the source system that would represent the main record ID or unique identifier. This field name will be taken from the source connection layout or source table that you have selected ( for example, your main transfer will transfer opportunities from Salesforce to NAV and your subtransfer will transfer opportunity line items into NAV line items). In this example, your source table would need to contain the opportunity ID and match it with the opportunity ID from the main transfer.
  2. Under MAIN FIELD NAME, you add the main ID or unique identifier that belongs to the main transfer. In our example, that would be the opportunity ID which is unique. So the opportunity ID would be available on both tables ( main and subtransfer) and will be able to link the data from the main transfer to the line items from the subtransfer.

    3. When FIELD NAME and MAIN FIELD NAME match, then the data is transferred correctly : the data transferred from your main transfer will be associated with the data from your subtrasfer via these two fields.