Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Adding field group lists to forms

Updated on April 5, 2022

To create comprehensive forms, you can categorize related values in a single data structure by adding a field group list to your form. For example, you can create a list of related fields to capture a job applicant's previous employers, and proposed employment start and end dates. Customer service representatives then complete the information when they advance the case in the hiring process.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Workflow tab, click Life cycle.

  3. In the Case life cycle section, click an assignment or an approval step.

  4. In the Step properties panel, click Configure view.

  5. In the dialog window, click Add field.

  6. In the Field text box, enter a name for the field.

  7. In the Type list, select Field group (list).

  8. Define the fields in the field group list:

    ChoicesActions
    Reuse a field group list
    1. In the last column, select a field group list that you want to reuse.

    2. To customize the list by adding more fields, click Add fields.

      For more information, see Adding single-value fields to forms.

    Create a field group list
    1. In the Field column of a new row, enter a name for the field.

    2. In the Type list, select a type for the field, for example Date only.

    3. In the Options field, select a display mode for the field.

      Fields can be Optional, Required, Read-only, and Calculated (read-only).

    4. Optional:

      To add more fields, click Add field, and then repeat steps 8.a through 8.c.

  9. Click Submit.

  • Prioritizing information in tables

    Ensure that important information is always displayed by specifying which columns have the top priority.

  • Building forms for case types

    You capture user input in a case by building forms. When you create, configure, and organize relevant fields in a form, you can clearly communicate to users the tasks that they need to perform to process an assignment in a case.

  • Reusing fields on forms

    Save time and build forms that are convenient to maintain by referencing fields on other, existing forms. For example, you can reuse a field group to capture different user details on a new form, such as name, surname, mailing address and phone number, instead of creating separate fields for each item.

  • Storage and display of fields

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us