Versions Compared

Old Version 10

changes.mady.by.user Mercedes Rothwell

Saved on

compared with

New Version 11

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Configure The first step in the process is to configure the default pre-population rules so that data rules. This causes data from the client folder is to pre-populated to populate into Owner fields regardless of the type of client. This will allow allows business rules for the pre-population of forms on work item creation to align with specific sections of a form regardless of the actual client type of client. 

Info

Example: : The list below displays some example connections:

  • Person or Prospect client types pre-populate to Owner fields in PDF

  • Business/Entity client types pre-populate to Entity fields in PDF

  • Insured client types pre-populate to Insure fields in PDF

  • Trust client types pre-populate to Trust fields in PDF

Tip

Pros – This will eliminate issues with entityEntity/trust/ Trust data incorrectly populating the Owner fields on forms that do not support entity data. Data will not be wrong on forms. 

Warning

Cons – For multi-use forms , where that use the same fields are used for Owners and Entities, no data pre-population will occur. 

Compromise – The Blue Arrow drop-down select will allow an easy two-click population of the client folder data once in the form. dropdown allows you to manually select a client and populate form fields with two clicks.

Rw ui steps macro
Rw step

Navigate to Administration > List Domains > Client Types (149).

Client types names 

Rw step

Check the Prefix column for value and confirm that the Quick! Prefix is correct. The prefix fields are used for proper form mapping. 

Client types prefixes

Rw step

Click Save and Close.