Share Form Fields Across Mappings for Document Type

In the absence of a sample document, you can create mapping definitions that share fields defined for a document type. The Default Fields thumbnail contains the mappings defined for a document type. You can also reuse previous mappings because the fields get automatically associated with the document type.

Where: This change applies to Lightning Experience in Developer, Enterprise, and Unlimited editions where AWSTextract1000LimitAddOn is enabled. This feature is available for use in multiple clouds.

How: Create a mapping or open an existing mapping. To populate the Form Fields columns with the fields associated with this document type in general, regardless of specific sample documents, select the document type thumbnail (1).

Select document type thumbnail

Edit the required Form Fields, and map them to the Target Object Fields (2) and then save the mapping definition.

Map document type fields