To have the blue arrows deployed, configure settings in these domains: Prior 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)  

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)

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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

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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). 2 Rw step Make sure that the mapping for the namespaces BasetoBaseand Field Mask *[]. FullName to FullName to *[].Prompt  was copied over successfully is included. The value mapping Condition #{isAllEmpty('*[].Role') ? value() : value('*[].Role') + ': ' + value()} must be included configured for the prompts to work.   Image RemovedImage Added Configuring FM M-to-M Converters  3 Rw step Verify does 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. 5 .  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 are made .

Configure Form Fields Groups (275)

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The Form Fields Groups Domain (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 arrowsBlue Arrows. 

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title	Configuring Form Fields Groups

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To configure Form Field Groups:

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Rw ui steps macro
Rw step Navigate to Administration > List Domains > Form Fields Groups (275).	Image Removed Form Fields Groups	2

Rw step

Open the Form Fields Group details screen.

In 

1. In the Prompt Field Name

 – use Prompt to show name In 

1.  - enter an internal name for this prompt, e.g. EntityName. 

2. In the Field Group Prefix table

–

1. - add all

Prefixes. Order them 1,2,3... to show in order. Owner[]. Identifies all owners. In Include Fields Mask field – use “*”

1. prefixes that should be grouped and arrange them in the order that they should be shown.

2. In the Include Fields Mask field - add an asterisk “*“ wildcard to include all data

fields In 

1. fields. 

2. In the Exclude Fields Mask field

–

1. - identify fields you would like to exclude from using the Blue Arrows. 

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Form Fields Groups details screen 

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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.  

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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:

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Rw ui steps macro
Rw step Navigate to Administration > List Domains > Form Fields Meta (255).	Image Removed Configuring Form Fields Meta

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.

 info

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

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Form Fields Meta details screen 

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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.