...
For Blue Arrows to work, you must enable three application preferences
...
:
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
...
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
...
from sync
Enable Prompting in the PDF Viewer
| Rw ui steps macro | ||||
|---|---|---|---|---|
In the Application Preferences (242) domain search for “ 
Check that the preference is enabled. If not, click on the preference to open it.
Select 
Click Save and Close. |
Enable Data from Other Work Item Forms
Add a feature to the Blue Arrow dropdown that will pull data from other forms that have been filled out in the work item. This is helpful for an 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 Client Folder.
| Rw ui steps macro | ||||
|---|---|---|---|---|
In the Application Preferences (242) domain search for “ 
Check that the preference is enabled. If not, click on the preference to open it.
Select 
Click Save and Close. |
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.
| Tip |
|---|
To disable synchronization for specific forms, go to the Forms (222) domainand edit each Form as described here: |
| Info |
|---|
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. |
...
| title | Configuring Form Field Sync |
|---|
...
1
...
Navigate to Administration > List Domains > Application Preferences (242).
...
2
...
To specify the fields that will be synchronized:
| Rw ui steps macro | |
|---|---|
In the Application Preferences (242) domain search for “ |
...
3
in the external ID field. |
...
Application preference ”Form Fields Sync”
Click on the |
...
preference to open it.
Enter |
...
4
...
into the Memo Value field the masks for Met Field Names that should always be synced.
|
...
|
...
|
...
|
...
|
...
Form Fields Sync details screen
...
5
...
Click Save and Close.
Dropdown: Show data from the forms
Add a feature to the Blue Arrow dropdown select that will allow selection from Client Folder data, as well as data entered on this or another form in the work item. This is helpful for an 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 client folder.
...
| title | Configuring drop-down: Show data from the forms |
|---|
...
1
...
In Application Preferences domain search for “Dropdown", “Show data from the forms” in the description field and ensure “contains” is selected in the drop-down, or “pdf.view.dropdown.include.forms" in the external ID field.
...
Application preference ”Dropdown”
...
2
...
Click on the item to open it.
...
3
...
Select “Yes” in the Boolean Value dropdown list. This preference allows to show data in the blue arrows from the associated work item forms.
...
Dropdown details screen
Click Save and Close. |