To have the blue arrows deployed, configure settings in these domainsPrior to deploying the Blue Arrow functionality, you must prepare by configuring synchronization settings in the following domains: 

• Forms (222)

• FM M-to-M Converters (249) or Forms M-to-M Converters (251) 

To have the Blue Arrows deployed for specific form fields, configure settings in these domains: 

• Form Fields Groups (275)  

• Form Fields Meta (255)  

FM M-to-M Converters (249) 

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Configure Forms (222)

Make sure all forms have been excluded from synchronization:

Rw ui steps macro
Rw step Navigate to Administration > List Domains > Application Preferences  Form ( 242 222).
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 Removed 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 Form Fields Sync details screen
5	Click Save and Close.

Form Fields Groups (275) 

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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. 

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Application preference ”Dropdown” 

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Click on the item to open it. 

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Select “Yes” in the Boolean Value dropdown list. This preference allows to show data in the blue arrows from the associated work item forms. 

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Dropdown details screen

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Click Save and Close. 

Form Fields Meta (255)   

Expand
title Configuring Starting Point: Enable prompting inside Html5 viewer
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 Removed Application 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 Removed Enable prompting inside html5 viewer details screen
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Search for forms that have Exclude Form from Field Sync set to No.

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For those forms that should not be synchronized automatically, open the Form details and set the Exclude Form from Field Sync is set to No.

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Click Save and Close. 

Configure FM M-to-M Converters (249)

Field mapping is defined using the M-to-M Converters domains. These domains control how data in fields from one domain correspond to fields in another domain. You can additionally configure data transformations for specific fields. There are two types of M-to-M Converters: FM (field mapping) and Forms. FM M-to-M Converters apply to the same fields in all forms. Forms M-to-M Converters is a sub-set of mapping records specific to each form.

To set up dropdown prompts:

Rw ui steps macro

Rw step Navigate to Administration > List Domains > FM M-to-M Converters (249). Rw step Make sure that the mapping for the namespaces BasetoBaseand Field Mask *[].FullName to *[].Prompt is included. The Condition #{isAllEmpty('*[].Role') ? value() : value('*[].Role') + ': ' + value()} must be configured for the prompts to work. Image Added Rw step Verify that the list contains all required FM M-to-M Converters and that they are defined properly. Add new or modify incorrect ones if necessary.  Tip Tip. To create expressions in Docupace you may use two types of syntax: simplified Docupace wildcard syntax; or standard RegExp (Regular Expressions) syntax. Here is a list of operators with examples: Writing Patterns with Wildcard Operators Rw step Click Save and Close if you make any changes.

Configure Form Fields Groups (275)

The Form Fields Groups (275) domain drives what Prefix groups are available in each section of the form. The Form Fields Groups can also exclude fields from being mapped with the Blue Arrows.

To configure Form Field Groups:

Rw ui steps macro

Rw step Navigate to Administration > List Domains > Form Fields Groups (275). Image Added Rw step Open the Form Fields Group details screen. In the Prompt Field Name - enter an internal name for this prompt, e.g. EntityName.  In the Field Group Prefix table - add all prefixes that should be grouped and arrange them in the order that they should be shown. In the Include Fields Mask field - add an asterisk “*“ wildcard to include all data fields.  In the Exclude Fields Mask field - identify fields you would like to exclude from using the Blue Arrows.  Image Added Rw step Click Save and Close.

Configure Form Fields Meta (255) 

The Form Field Meta domain defines which PDF form fields will show the Blue Arrows. Additionally, it configures the visual position of the arrow next to the field in the PDF viewer. The Form Fields Meta also displays a connection of the field with the Forms Field Groups; therefore, the mapping can be verified.

By default, the arrows are enabled for the Full Name fields, but you can add them for any other fields.  

To see which PDF fields will display the Blue Arrows:

Rw ui steps macro

Rw step Navigate to Administration > List Domains > Form Fields Meta (255). Image Added Rw step For every form field that needs the Blue Arrows dropdown, define the following details: type the Form Field Name select the Data Element select the Form Fields Group in the Button Leftfield indicate the position of theBlue Arrow from the left margin of the page in pixels. Tip Tip: To include several fields, the Form Field Name can be written as a pattern, using the wildcard operators supported by Docupace.  Here is a list of operators with examples: Writing Patterns with Wildcard Operators Image Added Rw step Click Save and Close.

Test the Blue Arrows

Open an existing work item or create a new work item: 

• Verify the Blue Arrows appear on a form. 

• Verify the Blue Arrows follow the logic in the Form Fields Group.