How to create a Field Set

  • Updated

Field sets are used to group Fields together.

In order to create a Field Set, all individual Fields need to be created in advance.

To create a Field Set:

  1. Go to Records > Fields.
  2. Click on the New + icon.

Creating_a_Field.png

  1. In the Field label, give the Field a Name.
  2. Turn the Field Set switch ON.
  3. Select the individual fields you'd like to add to the Field Set.
  4. Click on the + icon to add another Field.
  5. If you need to remove a Field, click on the - icon
  6. If you turn the Repetitive switch ON, users will see this field with a + icon on the right-hand side, which will allow them to repeat this field set.
  7. Click Save.

What_are_Field_Sets.png

 

  Relevant for: Administrators / Managers.
  Please note:
  • Managers can only create new Fields Sets if the Allow Managers to manage Forms and Form Fields toggle is turned ON on Permission Settings.

Fields_creation.png

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