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How to Activate and Deactivate a Field Group

  • Updated

To activate and deactivate a 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 activate and deactivate a field group for case.

You can perform the following actions:

  1. Activating a field group
  2. Deactivate a field group

1. Activating a field group

Click the toggle switch, and you are done.

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Once the field group is activated, it will appear as below.

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2. Deactivating a field group

Click the toggle switch, and you are done.

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Once the field group is deactivated, it will appear as below.

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Note:

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