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.

1.1. Open the Form Field Groups (275) domain.

^{Form Field Groups (275) domain}

1.2. Click New Form Field Groups.

1.3. Enter the group details using the information below.

1.4. List Field Group Prefixes using the information below.

1.5. List included masks using the information below.

1.6. List excluded masks using the information below.

1.7. Click Save for the created group.

^{New Form Field Groups entry}

	Field	Setting	Description
1	Name	`All Addresses`
2	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. ^{Options in an auto-fill dropdown}
3	Description	`Used in DS widgets to autofill addresses.`	This is information for other administrators.
4	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.
5	Include Fields Mask	Add one mask – Asterix `*`.
6	Exclude Fields Mask	Add one mask – `EmailAddr`	This will exclude email addresses from using this auto-fill group.

Step 2: Create a New Form Fields Meta.

2.1. Open the Form Fields Meta (255) domain.

^{Form Fields Meta domain}

2.2. Click New Form Fields Meta.

2.3. Enter the meta field pattern details.

2.4. Click Save for the created Form Field Name pattern.

^{A new Form Fields Meta entry}

	Field	Setting	Description
1	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". ^{All "AddrLine1" fields with auto-fill icons} Note: Wildcard characters that can be used in patterns are described in the Writing Patterns with Wildcard Operators reference section.
2	Data Element	`Name`	Select the data element that defines the field type.
3	Description	`Used in DS widgets to autofill addresses.`	This is information for other administrators.
4	Wizard Name	`FieldGroupsDS`	This must match the name set in the Wizard Settings of the Docupace Start widget.
5	Form Fields Group	`All Addresses`	Select the group previously created in the Form Field Groups (275) domain.

Step 3: Create a new Dynamic Wizard Widget.

3.1. Go to Administration > Single Pane of Glass > Widgets.

3.2. Create a new Dynamic Wizard Widget.

3.3. Create a page first with one Field Group called OwnerMailingAddress.

3.4. Enter the following field data for OwnerMailingAddress.

Setting	Value
Field Label	`Mailing Address`
Name	`OwnerMailingAddress`
Meta field pattern	`Owner1.Mailing`

^Adding^{the first field group to a wizard}

3.5. Add address fields to the group as described in the Creating a Field Group topic:

Address Line 1
Address Line 2
City
Country – US or Other
Zip/Postal Code
State (visible if Country = US)
Home Country (visible if Country = Other)

^{Adding fields to the first Field Group}

3.6. Copy OwnerMailingAddress to make a field group called OwnerHomeAddress.

3.7. Enter the following field data for OwnerHomeAddress.

Setting	Value
Field Label	`Home Address`
Name	`OwnerHomeAddress`
Meta field pattern	`Owner1.Home`

3.8. Copy OwnerMailingAddress and make OwnerOfficeAddress.

3.9. Enter the following field data for OwnerOfficeAddress.

Setting	Value
Field Label	`Office Address`
Name	`OwnerOfficeAddress`
Meta field pattern	`Owner1.Office`

Tip: Internal meta field names within groups should be the same for all three groups: AddrLine1, AddrLine2, AddrCity, countrySwitch1, AddrZip, AddrState, and Country.

^{Fields within Field Groups using the same meta field naming pattern}

Step 4: Update Wizard Settings.

4.1. Open Wizard tab of Widget Design Screen.

4.2. Then click Wizard Settings.

4.3. Scroll down to the Wizard Name field and enter FieldGroupsDS.

Attention: This name must match the name specified in the Wizard Name field of the Meta Field Name entry.

4.4. Click Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.

4.5. Click the Save button at the top of the Widget Details Screen to save these changes.

^{Wizard Name in the Wizard Settings}

Step 5: Test the Widget

5.1. Test the widget by opening it.

Note: There should be three field groups – Mailing Address, Home Address and Office Address. Take note of the auto-fill icons next to all the Address Line 1 fields.