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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.
To configure this functionality, proceed with the following general steps:
- 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.
- 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.
- 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.
- 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.
- As a result, an Auto-fill icon will appear next to those fields that match the Meta Field Name pattern.
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:
Step | Result | |||||||||
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| 1 | Open the Form Field Groups (275) domain. |
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| 2 | Click New Form Field Groups. Enter the group details, then list Field Group Prefixes, included and excluded masks. |
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Field | Setting | |||||||||
| 3 | Name |
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| 4 | Prompt Field Name |
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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| 5 | Description |
This is information for other administrators. | ||||||||
| 6 | Fields Group Prefix | Click Add New to create additional prefixes, or select existing prefixes from the Quick select list.
This will identify similar Field Groups. It will tell the wizard, from which field groups to collect already entered values. | ||||||||
| 7 | Include Fields Mask | Add one mask – Asterix | ||||||||
| 8 | Exclude Fields Mask | Add one mask – | ||||||||
| 9 | Click Save for the created group. | |||||||||
| 10 | Open the Form Fields Meta (255) domain. |
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| 11 | Click New Form Fields Meta. Enter the meta field pattern details. |
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Field | Setting | |||||||||
| 12 | Form Field Name |
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".
All "AddrLine1" fields with auto-fill icons Wildcard characters that can be used in patterns are described in the Writing Patterns with Wildcard Operators reference section. | ||||||||
| 13 | Data Element | Select the data element that defines the field type. In this case, choose: | ||||||||
| 14 | Description |
This is information for other administrators. | ||||||||
| 15 | Wizard Name |
This must match the name set in the Wizard Settings of the Docupace Start widget. | ||||||||
| 16 | Form Fields Group |
Select the group previously created in the Form Field Groups (275) domain. | ||||||||
| 17 | Click Save for the created Form Field Name pattern. | |||||||||
| 18 | Go to Administration > Single Pane of Glass > Widgets. Create a new Dynamic Wizard Widget. | |||||||||
| 19 | Create a page first with one Field Group – OwnerMailingAddress. |
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Group | Settings | |||||||||
| 20 | First field group |
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| 21 | Add address fields to the group as described in the Creating a Field Group topic:
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Adding fields to the first Field Group | ||||||||
| 22 | Then copy this group to make two more Field Groups – |
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Group | Settings | |||||||||
| 23 | Second field group |
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| 24 | Third field group |
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| 25 | 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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| 26 | Open Wizard tab of Widget Design Screen. Then click Wizard Settings. |
Wizard Name in the Wizard Settings | ||||||||
| 27 | Scroll down to the Wizard Name field and enter FieldGroupsDS. | This name must match the name specified in the Wizard Name field of the Meta Field Name entry. | ||||||||
| 28 | Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes. | |||||||||
| 29 | Test the widget by opening it. There should be three field groups – Mailing Address, Home Address and Office Address. Note the auto-fill icons next to all the Address Line 1 fields. |
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| 30 | Fill out two different addresses in the first and in the second field group. 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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| 31 | Select one of two offered options. All fields in the third field group will be filled with corresponding values. |
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