Dynamic Transposition allows the user to simultaneously fill in identical fields, across several documents within the same package, but with the ability to enter different field values. This feature allows the user to simulate the equivalent of opening multiple windows side by side, but without being limited by screen real-estate.
Where would you use Dynamic Transposition?
In this example a sales agent is sitting with a family with 4 sons completing an application package. The parents have named their sons Steve, Mike, Chris and Dave as beneficiaries. Each of the brothers must complete an identical application form, and submit them with their parent’s application. In the paper world the agent would likely spread out the 4 beneficiary forms on a desk and then fill in each brother’s answers as she asks the questions once. For example, “Do you smoke?” As each brother answers the question, the agent would check the appropriate box for each brother across all 4 forms until the application is complete. Although tedious, this is more efficient than filling out each document individually.
In the digital world, this process becomes more complicated. Traditional windows applications would allow you to open multiple windows, or split screen, so that more than one application can be open at the same time and the agent would complete them one at a time as they would with paper. This approach however has obvious limitations created by different devices and screen real estate. Even very large monitors would be cumbersome to have large numbers of windows open and each application would also need to be individual scrolled to the appropriate position for field entry. Multiple simultaneous windows or split screens are also not designed for this behavior and have even less screen real estate to work with.
With Agreement Express, Dynamic Transposition elegantly addresses this concurrent completion problem by allowing the form designer to identify fields where the question may be asked once to any number of people (1…n) but where each person may provide a different answer and Agreement Express will record their unique answers on the appropriate documents, even without those documents having focus.
When a field is configured for Dynamic Transposition an icon will appear next to the field. When the user clicks on this icon, a list of all matching fields across all documents will appear. The user can then fill in the field for each person identified, and the individual answers will dynamically propagate to the appropriate form.
To have Dynamic Transposition enabled, please contact Recombo Support.
How it Works
In this example, Steve was the first brother. During the configuration, the label field First_Name, contains the name Steve on the first beneficiary, and Mike, Chris and Dave in the subsequent.
When the Dynamic Transpose Icon is selected a dialog box will open with all of the fields in the package with corresponding Dynamic Transpose rules configured.
The Field Name, in this case address will appear in the top left of the dialog.
The Tool Tip associated with the field, will appear and persist above the dialog. If you want the question asked to be visible, simply set the tool tip with the text of the question asked and then the agent will have an easy time remembering.
The individual identifiers, in this case the First Names of the individuals, will automatically be populated with the corresponding field value from each individual document. It is important to note that the form designer should choose a field they know will be populated far enough in advance otherwise these labels may be blank.
By design, in order to accommodate mobile devices, the dialog box has both a maximum height and width. Dynamic Transposition will utilize both vertical and horizontal scroll bars, if necessary, in order to accommodate any number of transposition targets or field combinations.
Dynamic Transposition is also aware if some of the questions are not relevant for some of the users, and will automatically drop them from the list if appropriate.
The agent simply types or selects the appropriate answer for each user and then clicks Apply. The answer entered will automatically populate the individual forms (documents in the package).
Dynamic Transposition respects field type, radio button groups, formatting and so forth. This means if the field is a dropdown the Dynamic Transposition dialog will also display dropdowns.
- Select a field and in the field properties, select Dynamic Transpose.
- In the “NameId” field, select the Form Field that you want to use as the field Label. For example, you if you chose a field like First_Name, the First Name field from each individual beneficiary document will appear next to the field list.
- Complete the tool tip with whatever information you want to be presented along with the dialog box. A common use example would be the question being asked.
- Select the Dynamic Transpose on the target documents in the exact same procedure.
- For radio button groups or check box groups ensure that the groups have been appropriately identified following the field grouping procedures otherwise they won’t appear properly.
- Groups, such as radio buttons, will automatically receive the “checked value” as their label, for example Yes or No. If this label is long it will automatically truncate.