How to change the order of fields within a field group
Introduction
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 to Modify Field Grouping
Accessing Module Settings
- Log in to the Vymo web app.
- Click on the gear icon located at the top right corner.
- Navigate to the "Module Settings" section.
Selecting the Desired State
- From the list of modules, select the relevant module.
- Navigate to the state where you wish to update the field grouping.
Field Grouping Configuration
- Click on "Field Configuration".
- You'll see a list of existing field groups. To modify a group, click on it.
Modifying Field Groups
- Add or remove fields from the group as necessary.
- Use drag-and-drop functionality to rearrange the fields within the group.
Saving Changes
- Once you've made the desired changes, click "Save" located at the top right corner.
Outcome
The updated field grouping will be reflected in the chosen state, ensuring organized and effective data presentation.
Key Concepts
- 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.
See also
- Field Configurations
- Fields Overview
- How to Create Fields
- How to Disable a Field
- How to Change the Order of Fields Within a Field Group
- How to Create Field Groups
- How to Create Dropdown Fields
- How to Create Dropdown Fields Using Saved Lists
- How to Add Secondary Attributes to Referral Fields
- How to Create Referral Fields