How to Create Field Groups

Introduction

Field groups in Vymo help in organizing and categorizing information on forms into distinct sections. This aids in systematically arranging details, such as segregating personal information from other types of data in a lead record.

Dependencies

Field groups are applicable only in the 'New' state of a record.
They are not functional in other states.

Steps to Create Field Groups

Accessing Module Settings

Log in to the Vymo web app.
Click on the gear icon near the top right corner to access settings.
Go to "Module Settings".

Navigating to Field Configuration

Select the module where you want to create field groups.
Click on "Field Configuration".

Creating a New Section

Go to the 'New' state of the selected module.
Click on "Add Section".

Naming the Section

Assign a unique name for the section. This name will appear as the header on input forms.

Grouping Fields

Drag and position the fields you want into the newly created section.

Finalizing the Group

After arranging the field group, click "Save" located at the top right corner.

Key Concepts

Modules & Fields: Vymo's platform is structured around modules, like leads and partners, each with unique states, allocations, and activities.
Lead Module Specificity: While partner modules are static post-creation, lead modules enable records to transition through various workflow states.