Schema - Data: FIELD GROUP Tab Overview

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The FIELD GROUPS tab allows admins to organize fields into logical groups within an object. This feature is especially useful when working with objects that contain a large number of fields, where locating and managing individual fields would be time-consuming.

By grouping related fields, such as Contact Information, Client Details, Project Data, or Case Information, Admins can improve clarity, scalability, and overall data management efficiency.

The FIELD GROUPS tab directly feeds the FIELD GROUPS selector available in the FIELDS tab. These groups serve as the structural foundation used to categorize and filter fields throughout the Object Editor. The FIELD GROUPS tab itself does not change field behavior; it is used exclusively for organizational purposes.

How to Access the Field Groups Tab

To access the FIELD GROUPS tab:

1. Click Schema.
2. Click Data.
3. Search for an object and double-click it to open the Object Editor.
4. Click the FIELD GROUPS tab.

7 STEPS

1. To access the FIELD GROUP tab.

In the Control Center, click Schema

2. Then select Data.

3. Use the Search Objects bar to find the object you want to work with.

4. Double-click it on the object.

5. This opens the Object Editor for that object. Once you’re in the Object

Editor, click the FIELD GROUP tab to view and manage the object’s fields.

6. You are in the FIELD GROUPS tab.

7. That's it. You have accessed to the Field Groups tab.

https://www.iorad.com/player/2668469/Data---How-to-Access-the-FIELD-GROUPS-Tab?iframeHash=watchsteps-1&lang=en



Next step

FIELD GROUPS Tab Dashboard

The FIELD GROUPS tab dashboard is organized into two primary configuration areas:

1. Field Groups Menu – Used to create, search, and manage field groups associated with the object.
2. Field Groups Setup Panel – Used to configure the name and system identifier of an individual field group.

Together, these areas allow admins to efficiently organize large sets of fields into logical groups, improving navigation and manageability across the Object Editor.

9 STEPS

1. Field Groups help organize fields within an object and make it easier to manage how fields are used across forms, reporting, and other tools.

2. The Field Groups menu provides tools for creating, locating, and maintaining field groups within an object. From here, you can organize fields logically and access group-level configuration.

3. In this menu, the + NEW button allows you to create a new field group.

4. The Search bar helps you quickly locate existing field groups by name.

5. Below these controls, the field groups list displays all field groups associated with the object

6. When you select a field group, the Field Groups Setup panel opens.

7. This panel is used to configure the identity of the field group.

Here, you define the Field Group Name, which is how the group appears in the user interface.

8. And review the Field Group API Name, which is used internally by the system.

Together, these settings help ensure field groups are clearly labeled, easy to manage, and consistently referenced across the platform.

9. That's it. This has been a FIELD GROUPS tab walkthrough.

https://www.iorad.com/player/2668484/Data---FIELD-GROUPS-Tab-Walkthrough-?iframeHash=watchsteps-1&lang=en



Next step


Field Groups Menu

Field Groups allow admins to organize fields within an object and use that structure to filter and manage fields across forms, reporting, and other tools.

The Field Groups Menu provides high-level management tools for creating, locating, and maintaining field groups within an object. From this menu, admins can organize fields logically and access group-level configuration to control how fields are displayed and used within the platform.

 The Field Groups Menu includes:

1. + New button.
2. Search bar.
3. Field Group list

+ New Button

Creates a new field group for the object. Once added, the group becomes immediately available for configuration and assignment.
 

Search Bar

Allows the user to filter existing field groups by name, making it easier to locate specific groups when managing large objects.
 

Field Groups List

Displays all field groups created for the object. Selecting a group opens its configuration in the setup menu.

Field Groups Setup Menu

The Field Groups Setup Menu is where admins configure the identity of an individual field group. This panel focuses on defining how the group is labeled in the user interface and referenced internally by the system. The Field Groups Setup Menu includes:

1. Field Group Name
2. Field Group API Name
 

Field Group Name

The display name used to identify the field group within the Object Editor and Field tab.
 

Field Group API Name

The system-generated API identifier for the field group. This value is initially based on the field group name and cannot be modified after creation, even if the display name is later updated.

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