How to create a field group

This video will show you how to create a field group. A field group is a reusable template that can be used for collecting training data or be embedded in other forms. Here is an example of a driver’s license field group, here is an example of a forklift operator competency field group.

How to create a field group

1. To create a new one, click Admin in the bottom left corner, select Field groups, and then click the Create Field Group button in the top right-hand corner.

2. Enter in the template name, description, the minimum and maximum number of groups. This allows it to be repeatable if required.

3. Once done, click create.

4. You will now be taken to the builder. Drag and drop the required fields.

5. Once all looks good click save, then click the build icon to publish this field group for use in your templates.

Let’s add this new field group to the Time Off Template to see it in action.

1. Select Edit, locate the new field group, add it to the template.

2. Click save and then publish. Now if we fill out this form, you’ll see this field group.