Field groups

A field group is automatically created by the system per table created by the administrator. This default field group is originally named Field in filter for <Table name> and it works as a repository of the table fields displayed and used in the Record filter of the application forms.

This is, all fields created within a table will be included in the table’s field group by default; hence, such fields will be available for filtering records in forms.

The table’s field group (Field in filter for <Table name>) cannot be deleted. However its content can be edited.

Note that removal of fields in this group will also remove those fields in the Record filter. A useful case for doing so is, for instance, if the administrator intends to deny the users the possibility of filtering records by a certain field in forms.

To create a field group, select a table and click the Field groups tab (located next to the More settings tab). Then click the BlackPlusIcon icon and type a name. It can be useful to create groups, for instance, to manage a large number of fields in a table in a better way, e.g., separating the fields per business process, making easier to find them and edit them a a later stage.

To add a field to a group, after selecting a table and a group, click-and-drag it from the Fields section to the desired group in the Field groups tab. Note that the field being dragged is flanked by a red cross (indicating that the field item cannot be dropped at the current cursor position) or a green cross (indicating that the field item can be dropped at the current position).

To verify that the field has been added, click on the group to see the field in its content.

Adding a field to a group does not affect its belonging to other groups. In this case the field will exist in more than one group.

To move a field between groups, select the origin group (i.e., the group containing the desired field) to display its content and, from there, click-and-drag the desired field to the destination group. In this case, the field is removed from the origin group.

To remove fields from a group, select the group to display its content, select the desired field and click the Delete3gIcon icon.

Removing a field from a group does not delete the field (however it may leave the field as ungrouped, if it does not belong to other groups).

To delete a field group, select it and click the Delete3gIcon icon. The fields belonging to this group will be ungrouped in case they do not belong to other group. Otherwise, they will remain intact in other groups.

As an additional feature, click the ExportToExcel3gIcon icon to export all field groups (of the selected Table) and their content to Excel.