Field Sets
- Tim Sweeney
Analytics
Field Sets are used to group together certain fields that a specific to a particular Document Type.
Field Sets are created on the Document Version Object. Information captured via these fields will be visible on the Document Version Record.
Assign Document Version Field Set
On a Document Type record, fill in the Document Version Field Set field with a name value that will reflect the Field Set Name on the Document Version object.
Add a Field Set to the
Document TypeRecord.
2. Go to Object Manager > Document Version and then click Field Sets from the menu column. From this page, you can Edit existing Field Sets or Create New.
3. As these Field Sets are referenced in the dedicated Manage Documents QA, each new Field Set must be hard-coded in via a Developer.
The table below demonstrates the preferred format to receive requests to create/update Field Sets.
DOCUMENT TYPE | FIELD SET NAME | FIELDS |
|---|---|---|
Drivers License | Drivers License |
|