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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.

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 the case of a repeatable group, add an index counter to the pattern.

 Examples

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 values for the field settings:

 Field 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

2.1. Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.

2.2. Then click the Save button at the top of the Widget Details Screen to save these changes.

2.3. 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)

 Examples

Field Type

Setting

Value

Single Text

Field Label

Address Line 1

Meta Field Name

AddrLine1

Meta Field Name

AddrLine1

Max Input Length

50

Field Type

Setting

Value

Single Text

Field Label

Address Line 2

Meta Field Name

AddrLine2

Max Input Length

50

Field Type

Setting

Value

Single Text

Field Label

City

Max Input Length

50

Meta Field Name

AddrCity

New Line

Selected

Size by content

Selected

Field Type

Setting

Value

Single Selection

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

Field Type

Setting

Value

Single Text

Field Label

Zip/Postal Code

Meta Field Name

AddrZip

Max Input Length

10

New Line

Selected

Size by content

Selected

Field Type

Setting

Value

Domain Single Selection

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

Field Type

Setting

Value

Single Value Form Dropdown

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

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

6.1. To copy the Field Group to the clipboard, hover over it.

6.2. Click the Clipboard icon.

6.3. Then click the Paste After icon.

Step 7: Selecting and Changing Field Values

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

 Field 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

8.1. Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.

8.2. Then click the Save button at 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.


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