Part 3: Configuring Application Preferences for Blue Arrows
- Docupace_Admin (Deactivated)
- Inese Auzina
- Mercedes Rothwell
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 from sync
Enable Prompting in the PDF Viewer
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.
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.
To disable synchronization for specific forms, go to the Forms (222) domain and edit each Form as described here:
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.
To specify the fields that will be synchronized: