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titleRelated topics:

A field group is an area on the page that contains several fields, which are in some way related to each other. Field groups can be copied and pasted in their entirety. Also they can be made Repeatable – so, that the user can choose how many times the same set of fields needs to be filled out. This is often the case with having several joint owners of an account – the same information must be filled in by each joint owner, or in case of several contact phones, or several previous residence addresses, etc.

Field Groups can also be nested within each other with or without the Repeatable option.

Panel
titleRelated topics:
  • Field Settings (common)

  • Field Settings for Field Groups

  • Configuring a Repeatable Field Group with "Add" Functionality

  • Configuring Auto-fill Mapping for Field Groups

  • Writing Patterns with Wildcard Operators

    Meta Field Names for field group fields are concatenated from the prefix specified in the group’s Meta field pattern and the short Meta Field Name specified for each field. In case of a repeatable group, add an index counter to the pattern.

    Expand
    titleExamples

    Pattern

    Meta Fields

    Result

    Entity1.Home

     

    AddrLine1

    AddrCity

    Country

    Entity1.HomeAddrLine1

    Entity1.HomeAddrCity

    Entity1.HomeCountry

    PriorEmployerOffice{{$index+1}}

    AddrLine1

    AddrCity

    Country

    PriorEmployerOffice1AddrLine1

    PriorEmployerOffice1AddrCity

    PriorEmployerOffice1Country

     

    PriorEmployerOffice2AddrLine1

    PriorEmployerOffice2AddrCity

    PriorEmployerOffice2Country

    Beneficiary{{$index+1}}.

    FirstName

    LastName

    Beneficiary1.FirstName

    Beneficiary1.LastName

     

    Beneficiary2.FirstName

    Beneficiary2.LastName

    Trustee{{$index+1}}.BirthPlaceAddr

    Line1

    City

    State

    Trustee1.BirthPlaceAddrLine1

    Trustee1.BirthPlaceAddrCity

    Trustee1.BirthPlaceAddrState

     

    Trustee2.BirthPlaceAddrLine1

    Trustee2.BirthPlaceAddrCity

    Trustee2.BirthPlaceAddrState

    To access values of fields from within the Field Group use model.parent.value["Local Meta Field Name"] .

    The example below, shows how to create one field group for a Mailing Address and then copy it for a Legal Address.

    Step 1: Adding a Field Group to the Page

    Open Add Field panel. Add a Filed Group to the page. Enter the following valuesfor the field settings:

    Expand
    titleField Setting Values

    Field

    Value

    Field Label

    <h2>Mailing Address</h2>

    This is the label of the Field Group that will be visible to the user.

    Name

    EntityMailingAddress

    This is the name of the Field Group as it appears in the Page Tree and as it is referenced in JSON.

    Meta field pattern

    Entity1.Mailing

    This is the prefix that will be added to Meta Field Names of fields contained in the group.

    Repeat

    Deselected

    Step 2: Applying Changes

    Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes.

    Return to the Docupace Start window and you will see the new Field Group in the page tree.

    Step 3: Opening the Field Group

    Open the field Group in one of two ways:

    • Click on the Pencil icon next to the group name in the Page Tree.

    • Or hover over the field group on the page and click on Edit field group button that appears.

    The field group opens in edit mode – initially it looks like an empty page.

    Step 4: Adding Several Fields to the Group

    For example:

    • Address Line 1

    • Address Line 2

    • City

    • Country – US or Other

    • Zip/Postal Code

    • State (visible if Country = US)

    • Home Country (visible if Country = Other)

    Expand
    titleExamples

    Field Type

    Settings

    Single Text


    Setting

    Value

    Field Label

    Address Line 1

    Meta Field Name

    AddrLine1

    Max Input Length

    50



    Single Text


    Setting

    Value

    Field Label

    Address Line 2

    Meta Field Name

    AddrLine2

    Max Input Length

    50



    Single Text


    Setting

    Value

    Field Label

    City

    Meta Field Name

    AddrCity

    Max Input Length

    50

    New Line

    Selected

    Size by content

    Selected



    Single Selection


    Setting

    Value

    Field Label

    Country

    Meta Field Name

    countrySwitch1

    Display Type

    Radio List

    Layout

    Horizontal

    Choices

    Value = 0

    Label = US

    Choices

    Value = 1

    Label = Other

    Size by content

    Selected



    Single Text


    Setting

    Value

    Field Label

    Zip/Postal Code

    Meta Field Name

    AddrZip

    Max Input Length

    10

    New Line

    Selected

    Size by content

    Selected



    Domain Single Selection


    Setting

    Value

    Field Label

    State

    Meta Field Name

    AddrState

    Data Attribute

    100801

    Display Attributes

    100801

    Domain

    States

    Display Type

    Select

    Visibility Condition

    model.parent.value[“countrySwitch1”]==0

    Size by content

    Selected



    Single Value Form Dropdown

    (or Domain Single Selection, if you have a Countries domain on your site)


    Setting

    Value

    Field Label

    Home Country

    Meta Field Name

    Country

    Dropdown #

    Countries

    Display Type

    Select

    Visibility Condition

    model.parent.value[“countrySwitch1”]==1

    Size by content

    Selected



    Step 5: Exiting the Field Group

    Exit the Field Group editing mode by clicking on the page name in the Page Tree.

    Step 6: Copying the Field Group to the Clipboard

    To copy the Field Group to clipboard, hover over it and click the Clipboard  icon. Then click Paste after   icon.

    Step 7: Selecting and Changing Field Values

    Select the identical pasted field group and change the following field values:

    Expand
    titleField Values

    Field

    Value

    Field Label

    <h2>Legal Address</h2>

    This is the label of the Field Group that will be visible to the user.

    Name

    EntityLegalAddress

    This is the name of the Field Group as it appears in the Page Tree and as it is referenced in JSON.

    Meta field pattern

    Entity1.Legal

    This is the prefix that will be added to Meta Field Names of fields contained in the group.

    Step 8: Saving Changes to the Widget Details Screen

    Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes.

    Step 9: Testing the Widget

    Test the widget by opening it. There should be two field groups – Mailing Address and Legal Address. The Country switch (US or Other) should work independently for each group.