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.
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Navigate to
.
The Extraction group page appears.
- Open the extraction group.
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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.
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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.
- Add multiple field groups to the document type as needed and configure the field group properties.
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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 can change the document type.
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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.
- Save or release the extraction group.
If the extraction group tree is 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.