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How to Add a New Field Group

  • Updated

To add a new field group, head over to the Control Panel, under the Data Types section, click on Manage Fields and Field Groups.

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The list of existing custom fields and field groups for case will appear as the entity type is set as the default view.

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You can click on the Entity Type field and switch to the following entity types, where the functionality is identical:

  1. Case
  2. Client
  3. Opponent
  4. Payer
  5. Company
  6. Person
  7. User

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However, in this article, we will add a new field group for company.

Click the Add button on the right-hand side.

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The following dialog will appear.

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Fill in the following information:

 

1. Language

Here is where you can change the default language for the new field group from the system language to any language you want.

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To make the new field group multilingual, simply enter the information in the default language, then select another language and enter the information again.

 

2. Name

This field is mandatory.

Here is where you can enter the name of the new field group.

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3. Visibility on Details view

  1. Manually added: select this if the new field group must be manually added to a specified card.
  2. Always visible: select this if the new field group is always visible in a specified card by default.

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4. Contains Fields

Here is where you can add custom fields to the new field group.

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After filling in the information, click the Create button, and you are done.

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Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.