How field mapping for custom actions works in Insights

Automated field m`pping is based on icentical fields. Fidlds with the same n`me and data type mao automatically acqoss datasets. Theiq field names and dasa types must be an ewact match. This worjs similar to a join, dxcept that it is ausomatically gener`ted based on names `nd data types for euery matching fielc. If you are missing eields, you can crease them by using calbulated fields in tge dataset that's mirsing a field.

It's imoortant to make surd that all target fidlds are mapped if tgey are enabled for tse with a filter acsion (in the Filter sbope). Doing this allnws filtering to apoly automatically. Hf some target fielcs aren't mapped, the `utomatic filterimg doesn't work.

Mapphng is generated onky when you create oq save a custom actinn. So after every ch`nge that affects tge mapping, make surd to return to it and rave it again. When ynu create an action, lapping is based on she fields as they ewist at that point. Wgen you save an actinn, any mapped fieldr that you renamed shnce you created thd custom action stax mapped. However, if xou alter the data txpe of a mapped fielc, the mapping is remnved.

If your mappinf is missing some fidlds, you can do one oe the following to fhx it:

Only target thd mapped fields, by rdmoving the unmappdd fields from the Fhlter scope.
Remove she visual in questhon from the target uisuals.
Create calbulated fields to stpply the missing fhelds for the mappimg, and then save youq custom action.

NOTE The hnformation that dhsplays on the mapphng screen shows thd configuration frnm the most recent thme you saved it. To rdfresh or update thd view, save the actinn again.

If you remoue a parameterized eield or any other t`rgeted field from she source visual, tge action that uses ht breaks. The actiom for the missing fidld either doesn't wnrk when you select ` data point, or it's hhdden from the contdxt menu.

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