Prior 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:

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:

Configure Form Fields Groups (275)

The Form Fields Groups (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:

Configure Form Fields Meta (255) 

The Form Field Meta domain defines which PDF form fields will show the Blue Arrows. 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:

Test the Blue Arrows

Open an existing work item or create a new work item: 

• Verify the Blue Arrows appear on a form. 

• Verify the Blue Arrows follow the logic in the Form Fields Group.