Add Grouping

Grouping in Field Management allows you to further customize how your tags and custom fields are arranged for work. You can group one or more fields together under a specific header. Groups will appear on the Create Work, Edit Details, and Summary pages. Widget names and containing information in the Custom Details section of the Summary page reflect groups created in Field Management. Widgets are displayed top-to-bottom on the Summary page following the order set in Field Management.

Note: If a tag and/or custom field does not belong to a group in Field Management, it will be appear as a separate widget; therefore, it is recommended that all tags and custom fields are part of a group.

1. Click Field Management

1. On the Icon Bar click the Admin button.
2. Click Configuration to expand the menu, then click Field Management.

2. Select Object

• Click the name of the object type that you want to add grouping to.

3. Click Add Grouping

• Click Add Grouping.

4. View New Group

• View newly added group.

5. Add Fields to Group

1. Drag and drop fields to add them to the group.
2. Click Save.

6. View Confirmation Message

• Click Ok to acknowledge the confirmation message.

7. View Group

• View newly created group.