Click on Images to Expand Them

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

Field	Setting	Description
Name	`All Addresses`
Prompt Field Name	`AddrLine1`	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.
Description	`Used in DS widgets to autofill addresses.`	This is information for other administrators.
Fields Group Prefix	Click Add New to create additional prefixes or select existing prefixes from the Quick select list. Add three prefixes: `Home` `Mailing` `*Office`	This will identify similar Field Groups. It will tell the wizard, from which field groups to collect already entered values.
Include Fields Mask	Add one mask – Asterix `*`.
Exclude Fields Mask	Add one mask – `EmailAddr`	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}

Field	Setting	Description

Field	Setting	Description
Form Field Name	`.[Home\|Mailing\|Office]AddrLine1`	This pattern tells the wizard, which fields should offer the Auto-fill button to the user. In this case, fields with Meta Field Names ending in "AddrLine1". Note: Wildcard characters that can be used in patterns are described in the Writing Patterns with Wildcard Operators reference section.
Data Element	`Name`	Select the data element that defines the field type.
Description	`Used in DS widgets to autofill addresses.`	This is information for other administrators.
Wizard Name	`FieldGroupsDS`	This must match the name set in the Wizard Settings of the Docupace Start widget.
Form Fields Group	`All Addresses`	Select the group previously created in the Form Field Groups (275) domain.

^{A new Form Fields Meta entry}

^{All "AddrLine1" fields with auto-fill icons}

Step 3: Create a new Dynamic Wizard Widget.

Step 4: Update Wizard Settings.

^{Wizard Name in the Wizard Settings}

Docupace Platform User Guides

Configuring Auto-fill Mapping for Field Groups

Step 1: Add a Form Field Group.

Step 2: Create a New Form Fields Meta.

Step 3: Create a new Dynamic Wizard Widget.

Step 4: Update Wizard Settings.

Step 5: Test the Widget