Adding a field group to a form

Add a field group to a form to store the values of a group of related fields in a single data structure. For example, you can capture the first name, last name, and address of a person in the Prospective Client field group.

1. In the navigation panel, click Case types, and then click the name of a case type.
2. On the Workflow tab, click Life cycle.
3. Click an assignment or an approval step.
4. Click Configure view.
5. Click + Add field.
6. In the text field that is displayed, enter a unique label.
   Labels can contain spaces.
7. From the list in the second column, select Field group.
8. Optional: Define the field group in the context of a data type, instead of a case type, so that you can reuse fields from the data type.
   1. In the fourth column, select a data type from the list.
   2. Choose an option from the View list.

      • [View name] - Reuses a view that includes fields from the data type.

        CAUTION:

        Changes that you make to this view affect all forms that use the view.

      • Create new view - Creates a view with fields that you choose from the data type.

9. Choose an option from the View list.

   • Create new view – Creates a view that you can reuse in your case type.

   • Create default view – Creates a view that you can reuse in any case type in your application.

10. Click Open.
11. Add fields to the group by choosing a name, field type, and display mode.

    For more information about these options, see Supported display modes by field type.

12. Click Submit.