Part 6: Troubleshooting Blue Arrow Connections
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.
2. 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:
Spouse | Authorized Individual | Primary Beneficiary | Contingent Beneficiary |
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Note: Not all forms differentiate between contingent and primary beneficiaries. |