Some fields in Unito can be configured and customized to enhance your flow. Here's how.
Table of contents:
- About field mapping configurations in Unito
- Customize your fields in Unito
- How to configure field values
Unito's field mapping feature allows you to customize and configure your flows with careful precision. This article focuses on how certain fields can be modified, particularly those with multiple values or options including: statuses, labels, or tags.
Definitions
When we talk about configuration and customization, here's what we mean:
- Configure: Select the actual values in each field with multiple options. This includes grouped values and individually paired values (explained below).
- Customize: You can also sync custom fields to see the names of those fields and their values in Unito.
- Custom fields and values: The names of your custom fields and their values will appear in Unito.
About field mapping configurations in Unito
Field mapping configuration allows you to precisely define how values in multi-option fields (e.g., statuses, labels, drop-downs) translate between connected tools.
Want to ensure that a "High Priority" task in one tool remains "High Priority" when synced to another? Or that a blue label stays blue after syncing? This step lets you define those relationships in Unito.
You can thoroughly customize a multi-mappable field to suit your workspace. This is usually done in two steps:
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Map the fields to each other: Say you have labels in Trello and tags in Asana. When it’s time to set up your field mappings, you’ll want to match them up.
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Map each option within the field: You can map a specific Trello label to a specific tag in Asana, map multiple labels to a single tag, and more. More on this in a minute.
Customize your fields in Unito
In addition to mapping native fields, Unito allows you to sync your custom fields (in applicable connectors), ensuring that unique fields and values are reflected across your tools.
In this example flow between two Trello boards, you’ll see that a few field mappings have cogs next to them. These cogs identify configurable fields.
Click on the cog to open the configuration menu.
How to configure field values in Unito
After mapping your fields (automatically or manually), you can further refine how their values sync, especially for fields with multiple options like statuses, labels, or dropdowns. This ensures the right information flows between your tools. Here's how.
- Select the gear (or cog) icon beside a pair of synced fields.
- Click + Add more.
- Choose a value for each field.
- Grouped Values: Use the "+" button to combine multiple values in one tool into a single value in the other. (e.g., "In Progress" and "In Review" in one tool become "Active" in the other.)
- In this example, Unito will always turn either label option on the right into a "yellow label" on the left.
- In this example, Unito will always turn either label option on the right into a "yellow label" on the left.
- Individual Value Pairs: Map values one-to-one, so each status change is reflected precisely. (e.g., "High Priority" in one tool matches "Urgent" in the other.). This can be done by selecting + Add more labels for each pair of values you need to match.
- A mix of grouped and individual value pairs: In the example below, the Still Waiting status is synced to both In Progress and Selected for Development, while the other pairs of synced values are individually paired.
- Grouped Values: Use the "+" button to combine multiple values in one tool into a single value in the other. (e.g., "In Progress" and "In Review" in one tool become "Active" in the other.)