How to change the order of fields within a field group

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Field grouping is essential for streamlining data representation, especially across different states in a workflow. This guide outlines how to modify field grouping to enhance clarity and efficiency as states change.

Steps

Log in to the Vymo web app.
Navigate to Self Serve.
Navigate to the "Module Settings" section.
From the list of modules, select the relevant module.
Navigate to the state where you wish to update the field grouping.
Click on "Field Configuration".
You'll see a list of existing field groups. To modify a group, click on it.
Add or remove fields from the group as necessary.
Use drag-and-drop functionality to rearrange the fields within the group.
Once you've made the desired changes, click "Save" located at the top right corner.

The updated field grouping will be reflected in the chosen state, ensuring organized and effective data presentation.

Field Grouping: Essential for structured data presentation, especially when fields are related to a specific aspect within a state.
State-specific Configuration: Tailoring field groupings to be relevant and effective for the specific requirements of each state in a workflow.

How to change the order of fields within a field group

Steps

See also