The first step in the process is to You must configure the default pre-population rules . This causes data from the client folder to pre-populate into Owner fields so that data from the Client Folder will fill out Owner fields on a form regardless of the type of client. This allows business rules to align with specific sections of a form regardless of the actual client typeclient type. The prefix fields for each Client Type are used to map client information to the fields on a form.
| Info |
|---|
Example: The list below displays some example connections:
|
| Tip |
|---|
Pros – This will eliminate issues with Entity/Trust data incorrectly populating the Owner fields on forms that do not support entity data. Data on forms will not be wrong on formscorrect. |
| Warning |
|---|
Cons – For multi-use forms that use the same fields are used for Owners and Entities, no data pre-population will occurwill not be filled in automatically. |
Compromise – The Blue Arrow dropdown allows you to manually select a client and populate form fields with two clicks.which client data you need to appear on the form.
To make sure the Client Types are configured correctly:
| Rw ui steps macro | |||||||||
|---|---|---|---|---|---|---|---|---|---|
.png?version=1&modificationDate=1597146757157&cacheVersion=1&api=v2)
.png?version=1&modificationDate=1597146860488&cacheVersion=1&api=v2) Client types prefixes
|
