Reference

Field transformation reference

Select methods compatible with the source type, target type and synchronization direction.

Stock-field transformation methods

MethodPurpose and configuration
use_directlyIdentity transformation when source and target types and collection shape are compatible
use_as_array_valueWrap a compatible scalar input as an array value
use_fixed_valueFixed boolean, enum value or empty choice supported by the target option
use_devrev_recordUse a selected DevRev reference of the compatible type
map_enumExplicit forward/reverse maps between enum keys; validate unknown-value fallback and collection shape
map_rolesMap external permission roles to DevRev roles; supplies forward role mapping and optional default
use_rich_textConstruct rich text while retaining supported mentions
make_custom_stagesBuild DevRev stages from the external stage diagram and generated stage definitions
make_custom_linksConstruct custom link mapping, including reverse stock-link type mappings
filter_typed_referenceKeep typed references only for allowed DevRev leaf types
make_structMap structured values using nested field mappings
use_first_non_nullChoose the first non-null result from ordered alternative field mappings
make_authorization_targetSpecialized authorization target conversion for compatible target fields
use_raw_jqCustom jq transformation with generated input/output configuration; use when standard compatible methods cannot express the conversion

The mapping's forward and reverse flags declare the selected direction. A forward method may not support reverse sync. Test reverse output explicitly before promising reverse sync.

Custom-field methods

MethodPurpose
make_constrained_simple_valuePreserve simple-field constraints in a DevRev custom field
make_enum / make_uenumGenerate an enum field from external enum metadata
reference_custom_fieldGenerate a compatible reference custom field
use_rich_textGenerate a rich-text custom field
construct_text_fieldConstruct a text field using the selected input and text configuration
use_raw_jqConstruct a field using a custom jq expression and explicit output field descriptor

Custom-field definitions also include descriptors such as data name, display name, type, whether a field is required and allowed values. Use the generated file rather than pasting only a transformation method into IDM.

Permission transformation methods

Source EDM typeTarget policy fieldMethod
record_type_privilegeobject_accessmake_object_access
field_privilegefield_accessmake_field_access
conditional_privilegeconditional_accessmake_conditional_access

These methods preserve policy semantics only for the declared target record types/categories. See the complete permission contract and example.

Field-mapping example

This is a field-level fragment, to be placed inside a generated shard's stock_field_mappings. It maps an external text title into a compatible DevRev title and enables both directions:

{
  "title": {
    "forward": true,
    "reverse": true,
    "primary_external_field": "title",
    "transformation_method_for_set": {
      "transformation_method": "use_directly"
    }
  }
}

For a field required by DevRev but optional externally, configure a compatible fallback and verify record creation without a source value. Do not build a fallback DON from a display ID.

Related: Unavailable mappings.

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