The sample cabinet used in this exercise was created using this link. Create a Cabinet and Assign Fields
Autofill allows for data to be entered automatically after being keyed in once. This reduces repetitive indexing for data that will not change. In our example cabinet, the Policy Number is the main field.
Attached to the policy number is the policy holder first and last name, insurance type, and carrier. These values will never change, so why do they need to be keyed in every time a document is indexed.
In the Auto fill scheme, one field is the main field that all other connected fields are attached. As was mentioned above, the policy number is the Autofill trigger field.
Log into Easyadmin and click on the Cabinet/Fields button. Click on the All Insurance cabinet to open the field screen.
Click on Policy Number to Edit the field. At the top of the screen will be a cabinet system identifier starting with FT_. In this case it is FT_ALLINSUR_127. This is the system identification of the cabinet labelled All Insurance. You will need this information for the next step.
Check the Auto Fill Trigger Field. This will activate the Setup button. Click the Setup Button.
Click the Browse button and click the Select button next to the appropriate FT table name. In this case it is FT_ALLINSUR_127.
Once the Target Table has been selected, the associated fields that correspond to the Autofill trigger field can be selected. In this case, First Name, Last Name, Carrier and Insurance Type are associated with the Policy Number.
Click the microscope next to each of the associated field and choose the corresponding field starting with COL. This is the way the system identifies fields.
In our example, we would choose:
COL_POLICYNUM_100
COL_FIRSTNAME_101
COL_LASTNAME_102
COL_CARRIER_103
COL_INSURANC_104
Click Save when finished.
Click Update on the main property sheet.