In situations when the Blue Arrows do not behave as expected, e.g. do not appear next to the fields or do not display the Client Folders correctly, there are several steps you can take to find a solution.
1. Form Fields Meta Domain
First, you need to find out which group is associated with the information. Navigate to Administration>List Domains> Form Fields Meta and complete the following steps.
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Search for the Form Field Name.
Click the Search or Refresh button.
Find the Form Field Name you are looking for.
Write down the group that appears in the Form Fields Group column. |
Figure 4: Form Fields Meta Domain2. Form Fields Groups Domain
Next, you need to find out which field prefixes are associated with the group. Navigate to Administration>List Domains> Form Fields Groups and complete the following steps:
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Search for the Form Field Name.
Click the Search or Refresh button.
Find the Form Field Group you are looking for.
Check that the form field prefixes match the default field prefixes. The table below lists the default field prefixes that each connection maps to.
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Figure 5: Form Fields Groups Domain
Spouse | Authorized Individual | Primary Beneficiary | Contingent Beneficiary |
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Note: Not all forms differentiate between contingent and primary beneficiaries. | |||