Add and Group Fields in Dynamic Form Layouts

When creating a layout for a dynamic form, you can group the form's fields so that they are displayed together as a single entity in the layout.

For example, you might create an address group that contains the name, address, city, state, country, and postal code fields. You can then apply conditions to the group that control when the group is displayed. A group also makes it easy to add several fields to a different layout in one step, rather than adding them individually.

You can define properties for a group (for example, a group label) and for individual fields in a group (for example, to specify column spans for fields to create complex dynamic form layouts).

To group fields in a dynamic form layout:

  1. Open the Rule Sets tab for the dynamic form you want to work with. You can select a standalone dynamic form or one that's part of a dynamic container.

    To do this, select a layout in the Navigator's Layouts tab, then find the dynamic form in the Rule Sets tab (as shown here); click the form on a rendered page in the canvas area; or select the form from the Properties pane.
    Description of employee-ruleset.png follows
    Description of the illustration employee-ruleset.png

  2. Open the form you want to edit.

    Use the Duplicate icon icon in the toolbar if you want to duplicate the current layout.

  3. In the layout diagram, select the fields that you want to group together, either by holding down the CMD key (on macOS) or the Ctrl key (on Windows).
  4. Click Group Fields in the Properties pane, or Group Fields icon in the toolbar.

    Description of group_fields_create.png follows
    Description of the illustration group_fields_create.png

    The selected fields are grouped under a new folder in the layout diagram:
    Description of group_fields_name.png follows
    Description of the illustration group_fields_name.png

  5. Enter a name for the new group. Click Check mark icon to save the group name.
  6. Optionally, use the Properties pane to set properties for the group. You might even click the Always link to set conditions that determine when the group is displayed in a layout. The default setting is to always display the group.

After a group is created, you can still use the handles for fields to drag them into and out of a group.