Arrange fields in collapsible sections
Put fields into groups such as “Personal details”, “Documents” and “Finance”, so a long form is easy to read.
Before you start · for owners and managersThe view level on the unit to create a group, the edit level to reorder, and the delete level to delete
Before you start · for owners and managers
The view level on the unit to create a group, the edit level to reorder, and the delete level to delete
- You need: The view level on the unit to create a group, the edit level to reorder, and the delete level to delete
Steps
1
Open the unit in Units settings, go to the Groups tab and press Add group.
2
Enter the Group name, the Icon and the Description, and turn on Start closed if the group should start collapsed.
3
Drag fields into the group, and arrange them inside it.
4
Drag the group headers to reorder the groups.
How it works
Fields outside any group show under Ungrouped at the end of the form.
Deleting a group never deletes its fields: they move to Ungrouped.
Groups only apply to the record form and its details page. The table, Kanban and exports aren’t affected.
Fields that don’t go into groups
Name, assignee, creation and edit details, status, tag, and system fields. These show in the record’s header.
A shared field has its own group in each unit it shows in.
If something goes wrong
What you see
Why
What to do
“A group with this name already exists”
The name is repeated in the unit.
Choose another name.
You can’t drag the field into a group
It’s a header or system field.
That’s expected: these show in the record’s header.
You can’t delete the group
It’s a system group.
Move its fields out and leave it.
Good to know
A group’s name is 1 to 100 characters, and can’t repeat in the unit.
The description is up to 500 characters.
Up to 200 fields in one move.
Groups the system creates can’t be deleted, but their fields can be moved.
Did this guide solve it?
If not, we’ll ask what was missing.