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 page data structure. For example, you can capture the first name, last name, and address of a person in the Prospective Client field group.

To add a field group to a form:

1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.

2. On the Life cycle tab, click an assignment or an approval step.

3. Click Configure view.

4. Click + Add field.

   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.

5. From the first list that is displayed, select Field group.

6. Optional: Add fields to the field group, by reusing properties in an existing class or configuring an advanced data reference.

   To reuse properties from a class:

   1. Click the Gear icon.

   2. Clear the value in the Data type field.

   3. Press the Down Arrow key and select the name of a class.

   4. Click OK.

      The properties in the class are displayed as fields on the form. You can reorder or remove them as needed.

   To configure an advanced data reference:

   Tip: Follow these steps when the data reference is sourced by a data page that accepts parameters.

   1. Click the Gear icon.

   2. Clear the value in the Data type field.

   3. Press the Down Arrow key and select the name of a class that has at least one data page defined.

   4. Select the Is this a data reference? check box.

   5. In the Select the source list, select the name of a data page.

   6. Enter values in the fields that are displayed in the Parameters section.

   7. Click OK.

7. Click + Add field to [field group].

8. Configure the single-value field.

   For more information, see: Adding a single-value field to a form.

   Note: You cannot reuse the single-value fields that you define in a field group on other forms.

9. Click Submit.

After you add a field group to a form, you can reuse the field group because it is part of the data model for your case type.

Values from each field in the field group are stored in a page property of class [Your organization]-[Your application name]-Data-[Field group name].

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