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

Configure Forms (222)

Make sure all forms have been excluded from synchronization:

Rw ui steps macro
Rw step Navigate to Administration > List Domains > Form (222). Rw step Search for forms that have Exclude Form from Field Sync set to No. Image Added Rw step 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. Image Added Rw step 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.

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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. Rw step Verify that the list contains all required FM M-to-M Converters and that they are they defined properly. Add new or modify incorrect ones if necessary or ask Back Office for help.  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.

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Rw ui steps macro

Rw step Navigate to Administration > List Domains > Form Fields Groups (275). 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 together and order them as arrange them in the order that they should be shown. In the Include Fields Mask field - add a 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.  Rw step Click Save and Close.

Configure Form Fields Meta (255) 

The Form Field Meta domain creates defines which PDF form fields will show the Blue Arrows positioning on the HTML 5 Page. The positioning by default is on the Full Name but you can easily modify or add the Blue Arrows to show on any field. 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 RemovedConfiguring Form Fields MetaImage Added Rw step For every form field , open Form Field item, select Data Element, and Form Fields Group from the dropdowns and indicate 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 Note Tip: To include several fields, the Form Field Name can be written as a pattern, using the wildcard operators supported by Docupace.  Syntax reference Here is a list of operators with examples:   Writing Patterns with Wildcard Operators  Image RemovedForm Fields Meta details screen  Image Added Rw step Click Save and Close.  After saving, the script is run automatically.  Rw step Make sure all forms that do not have a Forms M-to-M previously established will now have the Exclude Form from Field Sync marked to Yes. If you need to add a form to make sure the function is set correctly, please do so:   In the Forms (222) domain view the details of a form.   Make sure the section Exclude Form from Field Sync is marked Yes .  info
See for more information:   Form Details

Test the Blue Arrows

Open an existing work item in Queue or establish create a new work item through the Starting Point: 

• Verify the Blue Arrows appear on a form. 

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

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