Field Aliases are the fundamental data properties that make up a Matter Record. They act as the standardised keys for storing specific data values (like a name, date, or address) that can be used repeatedly across different records, matters and forms. They tell the system what the data is, regardless of what the field question says (e.g., “Client’s full name”, “Applicant’s full name”, “child’s full name” all map to the alias name_full).
Example: A Field Alias called name_company stores the actual value "Acme Inc" within a specific Record for a company.
Why are Field Aliases required?
- Standardisation: They ensure that the data coming from your external system conforms to a predictable structure within Smarter Drafter.
- Form Mapping: They are the keys that Smarter Drafter's forms map to, allowing data to be automatically populated in the correct fields.
API Reference: Managing Field Aliases
Use the following endpoint to create a new Field Aliases that correspond to the fields in your external data source.
Smarter Drafter provides the ability to update field alias values and also delete a field alias from your tenant.
For more information, see Field Alias full list of APIs.