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Table of Contents

Three application preferences must be enabled: 

  • Form Field Sync: List of fields that will be synced for excluded forms 

  • Dropdown: Show data from the forms 

  • Starting Point: Enable prompting inside html5 viewer

Form Field Sync

Change the default so that form synchronization is off for all forms unless a form has explicitly been approved for sync automation. As a default, forms can have certain Quik! prefixes enabled/disabled for syncing within a bundle. Best practice would be to have syncing off by default. This avoids the issue where two forms within the same bundle may have the same field names, but different meanings. These issues typically present themselves on entity registration types where the owner field on the new account form and owner fields on other forms should not match.  

Info

Example: On an ACH/Transfer form for an entity account that has owner fields, these would usually be an Authorized Individual and not necessarily the primary owner (the entity). Only forms that have been explicitly reviewed by registration type and may have specific business rules built-in Forms Mapping should be allowed for syncing. This approach eliminates data syncing issues across forms. 

Configuring Form Field Sync

Rw ui steps macro
Rw step

Navigate to Administration > List Domains > Application Preferences (242).

Rw step

Search for “Form Fields Sync" or “List of fields” in the description field and ensure “contains” is selected in the drop-down, or “pdf.edit.alwaysSync.fieldNames" in the external ID field. 

Application preference ”Form Fields Sync” 

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Click on the item to open it.

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Enter “AccountInformation1.*, PARAM.*” into the Memo Value field. This triggers the blue arrow to sync all fields that have Meta Field Names starting with “AccountInformation1.” and all internal fields starting with “PARAM.”.

Form Fields Sync details screen 

Rw step

Click Save and Close. 

Configuring Dropdown

Add a feature to the Blue Arrow dropdown select that will allow selection from Client Folder data, as well as data entered on this or another form in the work item. This is helpful for an advisor when filling out paperwork in a bundle, as it allows to re-use data entered on a form that is not yet stored in the client folder.

Rw ui steps macro
Rw step

In Application Preferences domain search for “Dropdown", “Show data from the forms” in the description field and ensure “contains” is selected in the drop-down, or “pdf.view.dropdown.include.forms" in the external ID field. 

Application preference ”Dropdown” 

Rw step

Click on the item to open it. 

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Select “Yes” in the Boolean Value dropdown list. This preference allows the site to show data in the blue arrows from the associated work item forms. 

Dropdown details screen

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Click Save and Close. 

Starting Point

Rw ui steps macro
Rw step

In the Application Preferences domain search for “enable prompting inside html5” in the description field and ensure “contains” is selected in the drop-down, or “pdf.edit.html5.prompting.enabled" in the external ID field. 

Application preference ”Starting Point: Enable prompting inside html5 viewer"

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Click on the item to open it. 

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Select “Yes” in the Boolean Value dropdown list. This preference enables the Blue Arrow feature inside the html5 viewer. 

Enable prompting inside html5 viewer details screen 

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Click Save and Close.