Click on Images to Expand Them
You will complete the steps below on the dataEntry page. You can access the page by clicking on the dataEntry page in the page tree pane on the left side of the Docupace Start screen.
Note: This opens it for editing in the Designer panel.
dataEntry in Page Tree
Step 1: Add a
Single SelectionRep Code Field.
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Click the Add Field Tab.
Click Domain Single Selection button to add it as the first field for this page.
Select the Domain Single Selection field.
Click the Field Settings Tab.
Enter the following values to create the Rep Code field. |
Adding a Domain Single Selection field
Rep Code Field
Note: This will show a dropdown of values from the Rep domain with the list of Rep codes.
Field | Value |
|---|---|
Field Type | Domain Single Selection |
Field Label | Rep code |
Meta Field Name | Rep1.RepNumber |
Data Attribute | 100008 |
Display Attributes | 100008 |
Domain | Rep |
Required | Selected. Additional field – Required condition appears, but should be left empty. |
Field Settings for a Domain Single Selection field
Step 3: Add a Registration Field and a Vendor Field
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Add two Domain Single Selection fields.
In the field settings tab, enter the values listed below for each field. |
Initial fields on the Work Item Creator form
Registration Field
Note: This will show a dropdown of values from the Registration Types domain, with the list of types to select from.
Field | Value |
|---|---|
Field Type | Domain Single Selection |
Field Label | Registration |
Meta Field Name | Concierge.RegType |
Data Attribute | 100601 |
Display Attribute | 100601 |
Domain | Registration Types |
New Line | Selected |
Vendor Field
Note: This will show a dropdown of values from the Custodians domain, with the list of companies to select from.
Field | Value |
|---|---|
Field Type | Domain Single Selection |
Field Label | Vendor |
Meta Field Name | 1prd.Company |
Data Attribute | 102101 |
Display Attributes | 102101 |
Domain | Sponsors/Custodians (this domain may be called differently on your specific site, for example, Vendor/Custodian) |
Step 4: Add an Account Owner Section with Four Single Text Fields
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Create a new section.
Enter the following values for the Account Owner section. Note: This section header will precede four text fields containing the account owner data.
Create four single text fields.
Enter the following values for each field: |
Account Owner fields on the Work Item Creator form
First Name Field
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | First Name |
Meta Field Name | Concierge.FirstName |
Last Name Field
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Last Name |
Meta Field Name | Concierge.LastName |
Entity/Trust Field
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | Entity/Trust |
Meta Field Name | Concierge.EntityName |
Column Span | 2 |
TIN/SSN Field
Field | Value |
|---|---|
Field Type | Single Text |
Field Label | TIN/SSN |
Meta Field Name | Concierge.SocSecNumber |
Max Input Length | 9 |
Step 5: Add a Section for Attaching Additional Documents
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Add a Section field and click Field Settings tab.
Enter the following values: Additional Documents SectionNote: This section header will precede a Single Selection field for choosing the next step in the wizard.
Add one Single Selection field that will define further steps for the user. Additional Documents Question Field
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Additional documents question field on the Work Item Creator form
Step 6: Save Your Work
Save your work and proceed to adding add buttons for this page.