Add field groups to a document type

Add one or more field groups to a document type and assign access to resources.

Document types include a pre-installed System field group. The System field group is only visible when consuming document type fields in TotalAgility Designer. It is not visible when maintaining document types.

  1. Navigate to Capture > Extraction groups.

    The Extraction group page appears.

  2. Open the extraction group.
  3. Select a document type for which to add a field group and click Field group on the Design bar.

    Alternatively, click adjacent to the Document type.

    By default, TotalAgility adds Field Group 1 to the selected document type. Double-click Field Group 1 to rename.

  4. To configure the field group properties, click the General tab.

    Name

    Enter a name for the field group.

    You can also double click the field group to edit the name.

    Resource access

    Add the required group or individual that can access this field group at runtime.

  5. Add multiple field groups to the document type as needed and configure the field group properties.
  6. To mask the words associated with fields that belong to the field group, select Mask hidden field's image location.

    Masking loses effectiveness when users have the ability to change the document type.

  7. Add fields to a field group in a document type.

    You can undo or redo the changes in a field group using or on the Design bar.

  8. Save or release the extraction group.

If the extraction group tree in long, you can search for a specific field group.

To delete a field group, select the field group and click . On confirmation, the field group and all the associated fields are deleted.