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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 Form 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. |  Image ModifiedApplication 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.”. |  Image ModifiedForm Fields Sync details screen | 5 | Click Save and Close. | |
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Dropdown: Show data from the forms
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| title | Configuring drop-down: Show data from the forms |
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1 | 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” | 2 | Click on the item to open it. | | 3 | Select “Yes” in the Boolean Value dropdown list. This preference allows to show data in the blue arrows from the associated work item forms. |  Dropdown details screen | 4 | Click Save and Close. | |
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Starting Point: Enable prompting inside Html5 viewer
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| title | Configuring Starting Point: Enable prompting inside Html5 viewer |
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1 | In 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. |  Image AddedApplication preference ”Starting Point: Enable prompting inside html5 viewer" | 2 | Click on the item to open it. | | 3 | Select “Yes” in the Boolean Value dropdown list. This preference enables the Blue Arrow feature inside the html5 viewer. |  Image AddedEnable prompting inside html5 viewer details screen | 4 | Click Save and Close. | |
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