Sales Creatio, team edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Set up page field groups

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:

 if you have only one edit page in your section, click [Edit page]; 

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

4.Open 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.

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