Back to Interactive Enhancements

Pre-filter Form Selection to Key2 Group

When visiting the page to add new forms to an existing WIP transaction in Documaker Interactive (DI), the list of available forms will now filter based upon the Key2 (e.g. Line of Business) found within the transaction.

This new behavior is meant to assist the user in choosing forms compatible with the existing transaction selections. This is especially helpful when the same form name might be used in multiple lines of business.

As before, the user can change the list of available forms by adding data to the various filters provided on the page.