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To have the Blue Arrows deployed for specific form fields, configure settings in these domains: 

  • Forms (222)

  • FM M-to-M Converters (249) or Forms M-to-M Converters (251) 

  • Form Fields Groups (275)  

  • Form Fields Meta (255)  

Configure Forms (222)

Make sure all forms have been excluded from synchronization:

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Navigate to Administration > List Domains > Form (222).

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Search for forms that have Exclude Form from Field Sync set to No.

BlueArrows_forms.pngImage Added
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For those forms that should not be synchronized automatically, open the Form details and set the Exclude Form from Field Sync is set to No.

BlueArrows_forms_edit.pngImage Added
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Click Save and Close

Configure FM M-to-M Converters (249)

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Navigate to Administration > List Domains > FM M-to-M Converters (249).

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Make sure that the mapping for the namespaces BasetoBaseand Field Mask *[].FullName to *[].Prompt is included. The Condition #{isAllEmpty('*[].Role') ? value() : value('*[].Role') + ': ' + value()} must be configured for the prompts to work.

BlueArrows_M-to-M.png
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Verify that the list contains all required FM M-to-M Converters and that they are they defined properly. Add new or modify incorrect ones if necessary or ask Back Office for help

Tip

Tip. To create expressions in Docupace you may use two types of syntax: simplified Docupace wildcard syntax; or standard RegExp (Regular Expressions) syntax.

Here is a list of operators with examples:

Writing Patterns with Wildcard Operators

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Click Save and Close if you make any changes. 

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Navigate to Administration > List Domains > Form Fields Groups (275).

BlueArrows_field_gr.png
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Open the Form Fields Group details screen.

  1. In the Prompt Field Name - enter an internal name for this prompt, e.g. EntityName

  2. In the Field Group Prefix table - add all prefixes that should be grouped together and order them as arrange them in the order that they should be shown.

  3. In the Include Fields Mask field - add a an asterisk *“ wildcard to include all data fields. 

  4. In the Exclude Fields Mask field - identify fields you would like to exclude from using the Blue Arrows. 

BlueArrows_field_gr_edit.png
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Click Save and Close. 

Configure Form Fields Meta (255) 

The Form Field Meta domain creates defines which PDF form fields will show the Blue Arrows positioning on the HTML 5 Page. The positioning by default is on the Full Name but you can easily modify or add the Blue Arrows to show on any field. Additionally it configures the visual position of the arrow next to the field in the PDF viewer. The Form Fields Meta also displays a connection of the field with the Forms Field Groups; therefore, the mapping can be verified.

By default the arrows are enabled for the Full Name fields, but you can add them for any other fields.  

To see which PDF fields will display the Blue Arrows:

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Navigate to Administration > List Domains > Form Fields Meta (255).

Image RemovedBlueArrows_field_meta.pngImage AddedConfiguring Form Fields Meta
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For every form field

, open Form Field item, select Data Element, and Form Fields Group from the dropdowns and indicate

that needs the Blue Arrows dropdown, define the following details:

  • type the Form Field Name

  • select the Data Element

  • select the Form Fields Group

  • in the Button Leftfield indicate the position of theBlue Arrow from the left margin of the page in pixels.

 
Tip
Note

TipTo include several fields, the Form Field Name can be written as a pattern, using the wildcard operators supported by Docupace. 

Syntax reference

Here is a list of operators with examples:

 

Writing Patterns with Wildcard Operators

 Image RemovedForm Fields Meta details screen 

BlueArrows_field_meta_edit.pngImage Added
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Click Save and Close.  After saving, the script is run automatically. 

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Make sure all forms that do not have a Forms M-to-M previously established will now have the Exclude Form from Field Sync marked to Yes.

If you need to add a form to make sure the function is set correctly, please do so:  

  • In the Forms (222) domain view the details of a form.  

  • Make sure the section Exclude Form from Field Sync is marked Yes

Info

See for more information:  

Form Details 

Test the Blue Arrows

Open an existing work item in Queue or establish create a new work item through the Starting Point

  • Verify the Blue Arrows appear on a form. 

  • Verify the Blue Arrows follow the logic in the Form Fields Group.  

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