Encompass LO Connect Updates and Enhancements to Encompass Web Input Form Builder - 21.3 Major Release

When creating a new form, there are new options now provided. Templates of existing standard forms are now provided and an option to import an existing form into the form builder is now provided.

Templates of existing standard input forms are now available for form designers to select. Once selecting a template of an existing standard form, the form designer can then update the form as needed and save it as a new form.

In the form builder workspace, after clicking the New button to start a new form, then select Copy Existing Form, and then click the Create button.

In the next window, select a form from the Standard Input Forms tab, and then click the Accept button.

The form is displayed in the design workspace where it can now be updated.

Note that you can save a copy of this form without changing the form name or you can change the form name (to differentiate it from the existing standard input form).

To import an existing form, select the Import Form option, and then click Create. Locate and select the desired ZIP file that contains the required form files from your computer and then select Open. The form is then imported. Return to the Custom Input Forms list and select the form from the list to render the form in the form designer workspace.

The Import button was previously provided on the Custom Forms list after navigating to Customization > Custom Forms. This button has been removed.

In previous versions of Web Input Form Builder, the options provided when creating a new custom form were New Blank Form and Copy of Borrower Summary Origination. New Blank Form has been updated to New Form and the Copy of Borrower Summary Origination option has been removed. To access a copy of the Borrower Summary Origination form, select the Copy Existing Form option, and then select the form from the Standard Input Forms tab.

When managing text box fields on custom input forms, the Properties panel for the text box now features a Yes/No toggle option that the form designer can use to remove the border from the text box field.

Encompass has introduced two new policy settings flags (Collect Language Preference and Collect Homeownership Preference) which are integrated into Encompass LO Connect via an API. In order for the Encompass Web Input Form Builder to access these two flags, the applicationObject.getPoliciesDetails() method has been exposed for custom forms, custom tools, and plugins. The Application Object (ObjectID = “application”) allows for access to application-level UI elements, behaviors, and events.