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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.
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:
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.
Step 1: Add a Form Field Group.
Form Field Groups (275) domain
Field | Setting | Description | |
---|---|---|---|
1 | Name |
| |
2 | 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. |
3 | Description |
| This is information for other administrators. |
4 | 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. |
5 | Include Fields Mask | Add one mask – Asterix | |
6 | Exclude Fields Mask | Add one mask – | This will exclude email addresses from using this auto-fill group. |
New Form Field Groups entry
Options in an auto-fill dropdown
Step 2: Create a New Form Fields Meta.
Form Fields Meta domain
Step 3: Create a new Dynamic Wizard Widget.
Step 4: Update Wizard Settings.
Wizard Name in the Wizard Settings