Configuring Cascading Selection Fields
- Gints Vaskums
Multiple fields of this type can be added to the wizard to allow users to select values based on Forms Matrix domain.
A Forms Matrix based Cascading Selection field type is added to Docupace Start. Using fields of this type you can add to Docupace Start widget following fields from Forms Matrix.
Request Group
Vendor/Custodian
Product Type
Product Name
Registration Type
Account Options
Account Services
Info. Following default meta field names are used:
Request Group = PARAM.REQUESGTROUP
Vendor/Custodian = PARAM.VENDOR
Product Type = PARAM.PRODUCTTYPE
Product Name = PARAM.PRODUCTNAME
Registration Type = PARAM.REGTYPE
Account Options = PARAM.ACCTOPTION
Account Service = PARAM.ACCTCLASS
Note. The same DS field will show as either single selection or multi selection depending on the selected Field Source (i.e. Account Options must be multi-select).
When a value in one of the fields is selected, the rest of the fields are filtered accordingly.
Example.
Let's assume that the following is configured in Docupace:
Two vendors/custodians -- American Funds and Prudential and three product types - Mutual Fund, Variable Annuity and Fixed Indexed Annuity (FIA).
In the Forms Matrix, American Funds is configured to have Mutual Fund product type.
In the Forms Matrix, Prudential is configured to have Variable Annuity and Fixed Indexed Annuity (FIA) product types.
Use the new Cascading Selection field type to add two new fields to Docupace Start - one for Vendor/Custodian, and another one for Product Type.
Open the DS widget.
Select American Funds as the Vendor. Then the Product Type field will be filtered to include only Mutual Fund.
Select Prudential as the Vendor. Then the Product Type field will be filtered to include only Variable Annuity and Fixed Indexed Annuity (FIA) product types.