This article explains how to use official date and number mapping tooling in Equinox.

TABLE OF CONTENTS

• Using the official date and number mapping tools
• Finding the official date and number mapping tools
• Adding a rule
• Deleting a rule

Using the official date and number mapping tools

 These rules determine which of the following fields should be copied between parent and child cases:

• Official date

• Country code

• Number field

They also determine which field each piece of information should be copied from and to.

We have articles where you can find more information about:

• Defaults for Storing Official Dates and Numbers

• Default Date & Number Mapping 

Finding the official date and number mapping tools

To find the official date and number mapping tools:

1. Go to System > Copy Case Settings

2.  You'll be taken to the Copy Case Settings page. This lists any rules set up already in your system.
   

Adding a rule

To add a new rule to the Copy Case Settings page:

1. Click the green Add button

   

2. This opens a page where you can add a new rule for date and number mapping. 
   
   
   
   The information you'll see on this page is:

   Field name	Field description
   Case category	The category of the child case that the rule will apply to
   Case sub category	The sub category of the child case that the rule will apply to
   Case country	The country of the child case that the rule will apply to
   Copy from	The field on the parent case that the data will be copied from
   Copy to	The field on the child case that the data will be copied to
   Include date	Tick to copy the date
   Include country	Tick to copy the country
   Include number	Tick to copy the number

   
   
   

   3. When you set up date and number mapping here, this means the rule will apply when you open a child case that matches all of these selected filters. E.g., If you had patent, validation of EP, All – the rules would kick in when you open a child case that matches all these filters. If only some filters match, the rule won't kick in.
      
      Note: You can add multiple rules for the same case type for each date. 
      
      

   4. After you've selected the fields you require for this rule, click the green Create button at the bottom right of the page.
      
      

   5. When you've successfully set up a rule, you'll see it listed on the Copy Case Settings page. You'll also see a notification on the bottom right of the page, letting you know the rule has been created.
      
      
      
      

Deleting a rule

To delete a rule from the Copy Case Settings page:

1. Click the red Delete button to the right of the case you want to delete

   
   

2. You'll see a notification on the bottom right of the page, letting you know the rule has been deleted