Click on Images to Expand Them

It is possible to set up Field Groups in a way similar to how Blue Arrows are used in the PDF forms. When the end-user fills out a related group of fields in one part of the wizard, (e.g., a Home Address), and then, when a similar group of fields must be completed in another part of the wizard (e.g., a Spouses' Home Address), values for all fields in the group can be copied from the previously entered ones.

In the example below, the wizard will have three address groups – Home, Mailing, and Office. All three will allow to auto-fill values from each other. Proceed as follows:

To configure this functionality, proceed with the following general steps:

Create a group in the Form Field Groups (275) domain that lists Prefixes, which will identify your similar Field Groups – this . This tells the wizard, from which field groups to collect existing entered values.
Create a Meta Field Name pattern in the Form Fields Meta (255) domain – this tells the wizard, which fields will offer the Auto-fill button to the user.
Set a Wizard Name in the Wizard Settings for the widget and use the same Wizard Name for the Meta Field Name entry – each entry will only work for one specific wizard.
In your wizard create Field Groups that use Meta Field Names Names or Meta field patterns that match the Meta Field Name pattern listed in Form Field Meta (255) domain and Prefixes listed in the Form Field Groups (275) domain.
As a result, an Auto-fill icon will appear next to those fields that match the Meta Field Name pattern.

Step 1: Add a Form Field Group.

1.1. 1.2.

Rw ui steps macro

Rw step

Open the Form Field Groups (275) domain.

Image Removed^{Form Field Groups (275) domain}

Rw step

Click New Form Field Groups.

1.3.

Rw step

Enter the group details using the information below.

1.4. List

Rw step

List the Field Group Prefixes using the information below.

1.5. List

Rw step

List the included masks using the information below.

1.6. List

Rw step

List the excluded masks using the information below.

1.7.

Rw step

Click Save for the created group.

Image Added

Image Removed^{^{New Form Field Groups entry(275) domain}}

Field	Setting	Description

1


Name	`All Addresses`

2


Prompt Field Name	`AddrLine1`	This tells which information to display as the option in the auto-fill dropdown. You may use the same field, as the one using the auto-fill icon, or you may configure another field in the wizard, that contains more descriptive information about the field group.

Image Removed^{Options in an auto-fill dropdown}

3

Description

Used in DS widgets to autofill addresses.

This is information for other administrators.

4


Fields Group Prefix	Click Add New to create additional prefixes

,

or select existing prefixes from the Quick select list.
Add three prefixes:

*Home
*Mailing
*Office

This will identify similar Field Groups. It will tell the wizard, from which field groups to collect already entered values.

5


Include Fields Mask	Add one mask – Asterix `*`.

6


Exclude Fields Mask	Add one mask – `EmailAddr`	This will exclude email addresses from using this auto-fill group.

Image Added

^{^{New Form Field Groups entry}}

Image Added

^{Options in an auto-fill dropdown}

Step 2: Create a New Form Fields Meta.

2.1.

2.2.

Rw ui steps macro

Rw step

Open the Form Fields Meta (255) domain.

Image Removed ^{Form Fields Meta domain}

Rw step

Click New Form Fields Meta.

2.3.

Rw step

Enter the meta field pattern details.

2.4.

Rw step

Click Save for the created Form Field Name pattern.

Image Added

Image Removed^{A new Form Fields Meta entrydomain}

1*

Image Removed^{All "AddrLine1" fields with auto-fill icons}2345

Step 3: Create a new Dynamic Wizard Widget.

3.1.

Rw ui steps macro

Rw step

Go to Administration > Single Pane of Glass > Widgets.

3.2.

Rw step

Create a new Dynamic Wizard Widget.

3.3.

Rw step

Create a page first with one Field Group called OwnerMailingAddress.

3.4. 3.5.

Image Added

^Adding^{the first field group to a wizard}

Rw step

Enter the following field data for OwnerMailingAddress.

Setting	Value
Field Label	`Mailing Address`
Name	`OwnerMailingAddress`
Meta field pattern	`Owner1.Mailing`

Image Removed^Adding^{the first field group to a wizard}

Rw step

Add address fields to the group as described in

the

Creating a Field Group topic:

Address Line 1
Address Line 2
City
Country – US or Other
Zip/Postal Code
State (visible if Country = US)
Home Country (visible if Country = Other)

Image Removed

Image Added

^{Adding fields to the first Field Group}

3.6.

Rw step

Copy OwnerMailingAddress to make a field group called OwnerHomeAddress.

3.7.

Rw step

Enter the following field data for OwnerHomeAddress.

Setting	Value
Field Label	`Home Address`
Name	`OwnerHomeAddress`
Meta field pattern	`Owner1.Home`

3.8.

Rw step

Copy OwnerMailingAddress and make OwnerOfficeAddress.

3.9.

Rw step

Enter the following field data for OwnerOfficeAddress.

Setting	Value
Field Label	`Office Address`
Name	`OwnerOfficeAddress`
Meta field pattern	`Owner1.Office`

Tip

TIp

Tip: Internal meta field names within groups should be the same for all three groups: AddrLine1, AddrLine2, AddrCity, countrySwitch1, AddrZip, AddrState, and Country.

Image Added

Image Removed

^{Fields within Field Groups using the same meta field naming pattern}

Setting	Value
Field Label	`Office Address`
Name	`OwnerOfficeAddress`
Meta field pattern	`Owner1.Office`

Step 4: Update Wizard Settings

4.1. Open

.

Rw ui steps macro

Rw step

Open the Wizard tab of the Widget Design Screen.

4.2.

Rw step

Then click Wizard Settings.

4.3.

Rw step

Scroll down to the Wizard Name field and enter FieldGroupsDS.

Note
Attention: This name must match the name specified in the Wizard Name field of the Meta Field Name entry.

4.4. Click

Rw step

Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.

4.5.

Rw step

Click the Save button at the top of the Widget Details Screen to save these changes.

Image Removed

Image Added

^{Wizard Name in the Wizard Settings}

Step 5: Test the Widget

5.1.

Rw ui steps macro

Rw step

Test the widget by opening it.

Note: There should be three field groups – Mailing Address, Home Address, and Office Address. Take note of the auto-fill icons next to all the Address Line 1 fields.

Image Added

Image Removed

^{A wizard with auto-fill fields}

5.2.

Rw step

Fill out two different addresses in the first and in the second field group.

5.3.

Image Added

^{A wizard with two options in the auto-fill dropdown}

Rw step

Then click on the auto-fill icon for the third field group. Both addresses will appear in the drop-down list.

Image Added

Image Removed

^A

wizard with two options in

^{field group with one of the auto-fill}

dropdown5.4.

^addresses

Rw step

Select one of the two offered options.

5.5.

Rw step

All fields in the third field group will be filled with corresponding values.

Image Removed^{A field group with one of auto-fill addresses}

Versions Compared

Old Version 22

New Version Current

Key

Step 1: Add a Form Field Group.

Step 2: Create a New Form Fields Meta.

Step 3: Create a new Dynamic Wizard Widget.

Step 4: Update Wizard Settings

.

Step 5: Test the Widget

Page Comparison

Versions Compared

Old Version 22

New Version Current

Key

Step 1: Add a Form Field Group.

Step 2: Create a New Form Fields Meta.

Step 3: Create a new Dynamic Wizard Widget.

Step 4: Update Wizard Settings

.

Step 5: Test the Widget