Set up page field groups

Products
All Creatio products

You can combine page fields into groups. For example, a record of the Accounts section can contain a Categorization field group used to categorize companies by various parameters.

To add a new field group:

  1. Open a section, e.g., Contacts.

  2. Click View → Open Section Wizard.

  3. In the “Section pages” block of the Section Wizard:

    1. if you have only one edit page in your section, click Edit page;

    2. if you have several edit pages in your section, click the link of a corresponding page in the list.

  4. Open the tab where the new field group should be located, and click New fields group (Fig. 1).

    Fig. 1 Adding a field group on a tab
    scr_section_wizard_add_block.png

  5. In the opened window, enter the field group title and click Save.

    As a result, an empty 24-cell grid area for setting up fields will be added on the tab (Fig. 2).

    Fig. 2 Adding a new field group
    chapter_section_wizard_field_group.png

You can add the needed fields to the newly created field group.

You can rename, delete and move the added field groups similarly to working with tabs.

See also
Create a new section
Set up page field groups