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, click Cases, 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.

   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.

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

7. 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:

   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.

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

9. Configure the single-value field.

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

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

10. 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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