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For Blue Arrows to work, you must enable three application preferences
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Form Field Sync: List of fields that will be synced for excluded forms
Dropdown: Show data from the forms
Starting Point: Enable prompting inside html5 viewer
Form Field Sync: List of fields that will be synced for excluded forms
Change the default so that form synchronization is off for all forms unless a form has explicitly been approved for sync automation. As a default, forms can have certain Quik prefixes enabled/disabled for syncing within a bundle. Best practice would be to have syncing off by default. This avoids the issue where two forms within the same bundle may have the same field names, but different meanings. These issues typically present themselves on entity registration types where the owner field on the new account form and owner fields on other forms should not match.
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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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pdf.edit.html5.prompting.enabled- enable prompting inside the PDF viewerpdf.view.dropdown.include.forms- allow dropdowns to show data from the formspdf.edit.alwaysSync.fieldNames- list the fields that will be synchronized for forms that are excluded from sync
Enable Prompting in the PDF Viewer
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Navigate to Administration > List Domains > Application Preferences (242).
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In the Application Preferences (242) domain search for “ |
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Check that the preference is enabled. If not, click on the |
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preference to open it.
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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.”.
Select 
Click Save and Close. |
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Enable Data from Other Work Item Forms
Add a feature to the Blue Arrow dropdown
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that will
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pull data from other forms that have been filled out in the work item. This is helpful for an
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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
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Client Folder.
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In the Application Preferences (242) domain search |
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for “ |
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in the external ID field. |
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Check that the preference is enabled. If not, click on the |
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preference to open it.
Select |
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the Boolean Value dropdown list |
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to allow the Blue Arrows to show data from other forms in the |
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work item |
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Click Save and Close. |
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Configure Form Fields for Synchronization
Usually, the form fields get automatically populated by the data available in Client Folders or in other forms. As best practice, disable synchronization on all the forms and then explicitly approve sync for specific form fields.
This avoids the issue where two forms within the same bundle may have the same field names, but different meanings. These issues typically present themselves on entity registration types where the owner field on the new account form and owner fields on other forms should not match.
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To disable synchronization for specific forms, go to the Forms (222) domainand edit each Form as described here: |
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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 allow syncing. This approach eliminates data syncing issues across forms. |
To specify the fields that will be synchronized:
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In the Application Preferences |
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(242) domain search for “ |
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Application preference ”Starting Point: Enable prompting inside html5 viewer"
Click on the |
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preference to open it. |
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Select “Yes” in the Boolean Value dropdown list. This preference enables the Blue Arrow feature inside the html5 viewer.
Enter into the Memo Value field the masks for Met Field Names that should always be synced.
Click Save and Close. |