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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.
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| title | Configuring Application PreferencesForm Field Sync |
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1 | Navigate to Administration > List Domains > Application Preferences (242). | |
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2 | 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” | 3 | Click on the item to open it. | | 4 | 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 | 5 | Click Save and Close. | |
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