Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.16.0. 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 the tab where it 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 

2.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 required fields to the created group. This process is covered in the “Set up page fields” article.

You can rename, delete and move the added field groups similarly to working with tabs. For more on working with tabs, see the “Set up page tabs” article.

See also

Set up page tabs

Add dashboards as page widgets

Create new detail

Add an existing detail on a record page

Did you find this information useful?

How can we improve it?