Summary / When to Use This
When you create projects from Lanes, you need to tell OnRamp which people to pull in automatically. That includes your internal users (your team members) and your customer users (the client contacts). Mapping these correctly ensures that the right project owner and customer members are included every time a card converts to a project.
Steps to Follow
1. Open Lane Settings
Navigate to Lanes from the left navigation.
Open the lane you want to configure.
Click Lane Settings (upper right).
2. Add or Edit an Inbound Rule
In the settings modal, go to the Inbound Rules section.
Either create a new rule or edit an existing one.
This is where you map fields for internal and customer users.
3. Map Internal Users
Internal users are generally pulled from the User object (for example, the Salesforce Opportunity Owner).
Map fields such as First Name, Last Name, and Email so OnRamp knows which user record to connect.
When you later configure project creation in the Stage Workflow, you’ll select the card field that points back to a User lookup.
4. Map Customer Users
Customer users are generally mapped from the Contact object.
Map fields such as First Name, Last Name, and Email.
In the Stage Workflow Action for project creation, make sure you select a card field that looks up to a Contact record so the correct customer users are added.
5. Configure Stage Workflow Actions
Go to the stage where you want projects to be created.
Add a Project Creation action.
For Project Owner, select a card field that maps to a User (internal user).
For Customer Users, select a card field that maps to a Contact (customer user).
Optionally, check Send invite email to customer users on project creation to notify them automatically.
Tips & Troubleshooting
Internal vs. Customer confusion? Remember:
Internal users = User object (colleagues, project owners).
Customer users = Contact object (client members).
Project owner field not valid? Make sure the field you choose maps to a User record with an email address.
Customer users missing? Check that your card field is actually linked to the Contact object.