1. SuiteCloud Platform
  2. Customization
  3. Custom Forms
  4. Creating Custom Entry and Transaction Forms
  5. Configuring Field Groups

Configuring Field Groups

Use the Field Groups subtab to customize the field groups that appear on your forms. Field groups support body fields only. You cannot create a field group for sublist fields.

You can use the Field Groups subtab to change the UI label of a field group, the fields within the field group, and the placement of a field group on the page. You can also use the Field Groups subtab to create new field groups and organize all fields into specific field groups. The order of field groups on the Field Groups subtab determines the order of field groups on your form.

Any fields that are not assigned to a field group are listed together below all other fields that are assigned to field groups. These unassigned fields are always displayed last and can be reordered among all other unassigned fields. If you want to move a field up higher on a subtab, assign it to a field group.

Be aware that adding custom fields to field groups can cause field text to be displayed in a way you may not expect based on the display size attributes set for custom fields. For more information, see Setting Display Options for Custom Fields.

To configure field groups:

  1. Click the Field Groups subtab.

  2. To customize field groups that appear in the main body area of a page, click Main. To customize the field groups that appear on other subtabs on the form, click another field group subtab.

    Field Groups subtab menu.

  3. In the Label column, edit field group headings.

  4. In the Show column, clear a field group to hide it on the form.

  5. In the Single Column column, to have the column display vertically rather than horizontally, check a field group. The following screenshot provides an example of the Primary Information field group displayed vertically.

    Sample field group vertical layout.

    Note that if you select Single Column for three field groups together, the field groups appear side by side in the UI, because three field group columns make a row.

    Sample field group side-by-side layout.

  6. To delete a field group, click the X icon. The fields display at the bottom of the page. However, the fields are not assigned to any field group because that field group has been deleted.

  7. After you have configured your field groups, you can click the Fields subtab (for Entry forms) or the Screen Fields subtab (for Transaction forms) to configure the fields that appear in each field group. For more information, see Configuring Fields or Screens.

Field Groups on Custom Forms of Custom Records

You can add field groups to new and existing custom record custom forms.

To add field groups to the custom form of a custom record:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. On the Record Types list page, select your record type.

  3. Click the Forms subtab.

  4. On the Forms subtab, click Edit next to the custom form for the custom record.

    Note:

    If you do not yet have a custom form, click Customize next to the record type to create a new custom form.

  5. Click the Field Groups subtab.

  6. Enter a UI label for the first field group, set all other field group attributes, and click Add to add the new field group.

  7. After adding all field groups, click Save.

  8. After you have configured your field groups, you can click the Fields subtab (for Entry forms) or the Screen Fields subtab (for Transaction forms) to configure the fields that appear in each field group. For more information, see Configuring Fields or Screens.

Related Topics

General Notices