When a user fills out a form, the more data that is available and prefilled onto the form, the less work the user must do. Generally a form is filled with data that aligns to specific roles (Owner 1, Owner 2, Beneficiary 1, Contingent Beneficiary 1, etc.) and that's it. The Alternative Data Buttons make this much easier by giving the user the ability to click on entire data records to prefill onto the form without typing.

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The Alternative Data Button is the "+" (plus sign) next to a block of fields that contain alternate data. When the user clicks this button the Choose Alternate Data popup appears with the list of available records to choose from. By default, every client record output to the form (not just Owner1) will appear, including rep information. The user then clicks the desired record and that data is inserted into the data block on the form.

Use Cases

There are several reasons to make the Alternative Data Buttons available to users.

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Sample Alternate Client Record 1

objQFE.AddFieldToForm("1altclient.FName", _
"Henry", _
QuikFormsEngine.QFD.FieldReadOnly.Read_Only, _
QuikFormsEngine.QFD.FieldVisibility.Visible)
objQFE.AddFieldToForm("1altclient.LName", _
"Ford", _
QuikFormsEngine.QFD.FieldReadOnly.Read_Only, _
QuikFormsEngine.QFD.FieldVisibility.Visible)

Sample Alternate Client Record 2

objQFE.AddFieldToForm("2altclient.FName", _
"Josh", _
QuikFormsEngine.QFD.FieldReadOnly.Read_Only, _
QuikFormsEngine.QFD.FieldVisibility.Visible)
objQFE.AddFieldToForm("2altclient.LName", _
"Mandel", _
QuikFormsEngine.QFD.FieldReadOnly.Read_Only, _
QuikFormsEngine.QFD.FieldVisibility.Visible)

When the Execute method runs, the Quik! Forms Engine will look for any fields added that have a parent field name of "altclient" between 1 and 20 and treat them like any other client record. The only difference is that forms are not designed with fields that start with "##altclient" as a parent field so these records will never prefill the form. The main reason to use "altclient" as the parent name is to ensure your alternate records are calculated like any other field (i.e. "1altclient.FullName" will be created automatically based on the values for "1altclient.FName" + "1altclient.MName" + "1altclient.LName").
  

NOTE: If you need to add more than 20 alternative data records to the form, you can use any parent field naming convention that is not already in use (e.g. "21alt" or "record4") but these records will not be output to the form with any calculated values, just the values you supply.

How to Hide Alternative Data Buttons

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