To have the blue arrows deployed, configure settings in these domainsPrior 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:
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Navigate to Administration > List Domains > Form (222).
Search for forms that have Exclude Form from Field Sync set to No.
For those forms that should not be synchronized automatically, open the Form details and set the Exclude Form from Field Sync is set to
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.
To set up dropdown prompts:
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Navigate to Administration > List Domains > FM M-to-M Converters (249).
Make sure that the mapping for the namespaces |
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is included. The |
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configured for the prompts to work. |
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Verify |
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that the list contains all required FM M-to-M Converters and that they are |
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defined properly. Add new or modify incorrect ones if necessary |
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Click Save and Close if you make any changes |
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Configure Form Fields Groups (275)
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 Arrows.
To configure Form Field Groups:
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Navigate to Administration > List Domains > Form Fields Groups (275). Form Fields Groups
Open the Form Fields Group details screen. In
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:
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Navigate to Administration > List Domains > Form Fields Meta (255). |
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Form Fields Meta details screen
Click Save and Close |
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Rw step |
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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:
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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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