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Mapping Sets and restricted Fields

Mapping Sets are organizational tools, like folders, that group similar Mappings. Each set has a name, color, and icon. A set can contain many Mappings, and a Mapping can belong to several sets.

Managing Mapping Sets​

To create or delete sets, open any Datasource and choose Manage Mapping Sets from the Mapping Sets dropdown. Alternatively, select the Mappings to add to a set, click the ... Actions menu, hover over Mapping Sets, and choose Assign or Create and Assign New.

The Mappings Actions menu with Mapping Sets expanded, showing Assign and Create and Assign New
The Mapping Sets options in the Actions menu.

To add a set, click + New, enter a name, choose a color and icon, and click Apply. To edit a set, click its name and modify it; to remove it, click Delete. Click Apply.

The Add Mapping Set dialog with a Name field and Color and Icon dropdowns
Adding a Mapping Set.

The Mapping Sets management page​

Choosing Manage Mapping Sets from the Mapping Sets dropdown lists all existing Mapping Sets to create, edit, or delete.

The Manage Mapping Sets dialog listing sets with their color, icon, and name, plus a + New button
The Mapping Sets management page.

Adding Mappings to a set​

To add a Mapping to a set, select the Mapping, click the ... Actions menu, choose Mapping Sets then Assign, check the sets to add it to, and click Apply.

The Assign Mapping Sets dialog with checkboxes for each set and Select All / Clear All controls
Assigning a Mapping to sets.

Filtering Mappings by set​

To filter the Mappings list by set, open the Datasource and choose a set from the Mapping Sets dropdown.

The Mappings list filtered by the Customers Mapping Set, with the set dropdown open
Filtering Mappings by Mapping Set.

Restricted Fields​

Restricted Fields control access to sensitive data, such as an SSN. Whether a restricted Field is visible when building a Query or viewing results depends on the access the user or Team has to the Datasource. To restrict a Field:

  1. Open a Datasource.
  2. Open the Mapping.
  3. Select the Field to restrict.
  4. Click the ... Actions menu and choose Restrict.
A Field's Actions menu in the Customers 1996 Mapping with Restrict highlighted
Restricting a Field.

Grant access to restricted Fields to users and Teams when sharing the Datasource (see Datasource access).

Field Sets​

Field Sets organize Fields for quick access. Unlike restricted Fields, they have no effect on security; they exist only to group Fields. To assign or create a Field Set, select a Mapping, click the ... Actions menu, choose Field Sets, and pick an existing set, add a new one, or manage them.

A Field's Actions menu with Field Sets highlighted
Assigning a Field Set.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Datasources.