Manage Field Groups

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 18, 2023 by Pamela Totas (Deactivated)
3 min read

In the PDC Field Groups workspace, you can create and manage Field Groups. 

Field Groups is basically a collection of fields. A field group provides the ability to customize the user experience when creating or maintaining entities. You can bucket several fields together so that they are near each other when maintaining an entity. In addition, field groups provide user level security such that each group is assigned to a business group. Only users within that business group are able to enter or enter values in fields contained in the field group. Field groups are attached to policies.

The Packaged content has several predefined field groups with several fields in each of them. You can put all your fields into 1 simple field group or have numerous field groups with just a few fields each. But every policy needs to have at least 1 field group. 

Each field groups identifies the following:

  • Business groups which has access to it.

  • Fields associated with the group

  • Policies which are assigned to the field group.

Create Field Groups

In the Create New Field Group wizard, you can create new field groups.

Define the Field Group

In the Create New Field Group wizard's Define page, you can define the access rights to the field group

To define the access rights:

  1. In Portfolio Data Center, from the left navigation, click Setup > Field Groups.
    You see the Field Groups workspace with the available list of field groups.

  2. On the Home tab, in the Manage group, click Create New.
    You see the Create New Field Group wizard, with the Define page displayed.

  3. In the ID box, type a unique identifier for the code, if required. Otherwise, by default, the system generates a unique identifier.

  4. In the Name box, type a name for the field group.

  5. In the Description box, type the description about the field group, if required.

  6. Click the Ownership/Management list to select the business group who can own and access the field group.
    Otherwise click the Lookup icon to select the business group to provide access to the field group.
    Note: You can select only one business group.

  7. Click Next.
    You see the Fields page.

Select the Fields

In the Create New Field Group wizard's Fields page, you can associate one or more fields with the field group. The Fields page allows you to add and remove one, some, or all fields between an Available Fields box and a Selected Fields box.

To select the fields for the field group:

  1. Click Select Fields list to select the fields for the field group.
    You can select one or more fields to the field group.

  2. The selected fields are added to the Fields & Order section.

  3. Use the up and down arrow at the right hand side of the grid, to rearrange the order of the fields.

  4. Click the Delete icon next to the field to remove the field from the field group.

  5. Click Next.
    You see the Policy page.

Assign the Field Group

In the Create New Field Group wizard's Policy page, you can assign the field groups to the required polices. The Policy page lists all the policies, where-in the field group is already assigned.

To assign the field group to a policy:

  1. Click Select Policies list to select one or more to assign the field group.
    You see the available list of policies.

  2. The added policies are added to the Policies for field group section.

  3. When you select a policy in the upper grid, you can see the corresponding policy's Field Groups, Fields, Validations and Override Values in the lower grid.

  4. Click Save & Close to save the new field group.
    The system creates the new field group and lists it in the Field Groups workspace.

Edit Field Groups

In the Field Groups workspace, you can edit the existing field groups.

To edit field groups:

  1. In Portfolio Data Center, from the left navigation, click Setup > Field Groups.
    You see the Field Groups workspace with the available list of field groups.

  2. Select the field group you want to edit from the workspace.

  3. On the Home tab, in the Manage group, click Edit.
    You see the Edit Field Group page. 

  4. Review the information, make the appropriate changes, and click Save & Close.
    The system modifies the field group and lists it in the Field Groups workspace.

Delete Field Groups

In the Field Groups workspace, you can delete the fields groups.

To delete field groups:

  1. In Portfolio Data Center, from the left navigation, click Setup > Field Groups.
    You see the Field Groups workspace with the available list of field groups.

  2. Select the field group you want to delete from the workspace.

  3. On the Home tab, in the Manage group, click Delete.
    You see a Confirmation box asking you to confirm the deletion.

  4. Click Yes to confirm the deletion.
    You see the field group no longer appears in the list of available field groups.