Add field groups to a document type
Add a field group and assign access to resources.
The Extraction group page appears.
- Open the extraction group.
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.
To configure the field group properties, click the
Enter a name for the field group.
You can also double click the field group to edit the name.
Add the required group or individual that can access this field group at runtime.
Add multiple field groups to the document type as needed and configure the field group properties.
You can search for a specific field group in the extraction group tree.
To delete a field group, click
for the field group to delete.
On confirmation, the field group and all the associated fields are deleted.
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.
Add fields to the field group. See
Add fields to a field group in a document
type for more information.
You can undo or redo the changes in a field group using or on the Design bar.
Save or release the extraction group.
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.Document types include a pre-installed