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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:

  1. Create a group in the Form Field Groups (275) domain that lists Prefixes, which will identify your similar Field Groups. This tells the wizard, from which field groups to collect existing entered values.

  2. 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.

  3. 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.

  4. In your wizard create Field Groups that use Meta Field 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.

  5. 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. Form Field Groups (275) domain1.2.
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Rw step

Open the Form Field Groups (275) domain.

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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.

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Click Save for the created group.

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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.

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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.

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New Form Field Groups entry

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Options in an auto-fill dropdown

Step 2: Create a New Form Fields Meta.

2.1. 2.2.
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Rw step

Open the Form Fields Meta (255) domain.

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Form Fields Meta domain

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Click New Form Fields Meta.

2.3.

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Enter the meta field pattern details.

2.4.

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Click Save for the created Form Field Name pattern.

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A new Form Fields Meta entrydomain

Field

Setting

Description

1

Form Field Name

*

.[Home|Mailing|Office]AddrLine1

This pattern tells the wizard, which fields should offer the Auto-fill button to the user. In this case, fields with Meta Field Names ending in "AddrLine1".

Image RemovedAll "AddrLine1" fields with auto-fill icons

Note: Wildcard characters that can be used in patterns are described in the Writing Patterns with Wildcard Operators reference section.

2

Data Element

Name

Select the data element that defines the field type.

3

Description

Used in DS widgets to autofill addresses.

This is information for other administrators.

4

Wizard Name

FieldGroupsDS

This must match the name set in the Wizard Settings of the Docupace Start widget.

5

Form Fields Group

All Addresses

Select the group previously created in the Form Field Groups (275) domain.

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A new Form Fields Meta entry

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All "AddrLine1" fields with auto-fill icons

Step 3: Create a new Dynamic Wizard Widget.

3.1.
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Go to Administration > Single Pane of Glass > Widgets.

3.2.
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Create a new Dynamic Wizard Widget.

3.3.
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Create a page first with one Field Group called OwnerMailingAddress.

3.4. 3.5.

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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

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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)

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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.

Name

Rw step

Enter the following field data for

OwnerOfficeAddress.

Setting

Value

Field Label

Office Address

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.

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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

.

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Open the Wizard tab of the Widget Design Screen.

4.2.

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Then click Wizard Settings.

4.3.

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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

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

4.5.

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

Wizard Name in the Wizard Settings

Step 5: Test the Widget

5.1.

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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.

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A wizard with auto-fill fields

5.2.

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

5.3.
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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.

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A

wizard with two options in

field group with one of the auto-fill

dropdown5.4.

addresses

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Select one of the two offered options.

5.5.

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

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