Add Field Groups to a Page Layout

To create a field group:

1. On a custom layout page, click the New icon in the Field Groups region.

2. On the Create Field Group: Configure Field Group Details page:

   1. Enter the name of the field group.

      At runtime, the name is displayed as the name of this collapsible region.

   2. Indicate if the region is automatically expanded, or collapsed by default.

      Note: For optimal performance, always keep field groups on a page as collapsed by default. Users can then expand field groups as needed.

   3. You can also set the position of the field group in relation to other field groups, if other field groups already exist.

   4. Click Next.

3. Add fields to the group.

   Tip: You can multi-select and double click fields in the Available Fields list to move them to the Selected Fields list.

4. If additional custom layouts exist, then you can click Next to add this field group to other custom layouts.

   Note: You can't add the same field to different field groups. But, this validation applies only across the field groups created for one page type (creation page or details page). If you add a field group to multiple custom layouts, then it's possible that a field in the field group could already be present on the other custom layouts. After adding a field group to other custom layouts, review those pages to ensure that such duplicates are removed.

5. Click Save.

   Your new field group now appears in the Field Groups region.

6. After your field groups are defined, you can optionally hide them, or reorder them within the larger field groups "container" in the custom layout.

7. When you finish making changes to your custom layout, click Done.