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 of Dev Studio, click Case types, and then click the case type that you want to open.
  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 autocomplete field that is displayed, enter a unique label.
    Do not use px, py, or pz prefixes in a label because they are reserved.
  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.
Result: