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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. |  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.”. |  Image Removed Image AddedForm Fields Sync details screen | 5 | Click Save and Close. | |
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Dropdown: Show data from the forms
Add a feature to the Blue Arrow dropdown select that will allow selection from Client Folder data, as well as data entered on this or another form in the work item. This is helpful for an advisor when filling out paperwork in a bundle, as it allows to re-use data entered on a form that is not yet stored in the client folder.
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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. | | 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. |  Image AddedDropdown details screen | 4 | Click Save and Close. | |
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