Field Group

Owned by DATABASICS, Inc.
Last updated: Jul 02, 2024 by Ernesia Toney
2 min read

Field Group is a container where you organize and group related Field Labels together. Once a Field Label is created, you can place it within a Field Group to organize and manage similar types of data fields effectively.


Once a Field Label is set up, you must now put elements in the group for that field. 

Creating a new Field Group:

  1. Expand Expense by clicking on the arrow .
  2. Expand Additional Fields by clicking on the arrow .
  3. Click Field Group
  4. Click Add
  5. Fill in the following fields:
    1. Group ID*: Enter an ID for the group. The maximum length of this field is 20 characters.
    2. Name*: Enter a name to identify the field group. The maximum length of this field is 100 characters.
  6. Click Save
  7. Once you click Save, another tab will show up called Group Details.
  8. Click on Group Details
  9. Click Add
    1. Field Code: Enter a code for the field.
    2. Name: Enter a name for the field. The value in this field is what the users will see in the drop-down menu. 
    3. Description: Enter in a description for the field.
    4. Restrict Access: Select Yes to restrict the field. Select No if the field is available for all. 
    5. Active: Select whether this line is available for selection by select Yes or No.
  10. Click Save All
  11. Assign: If Restrict Access is set to Yes make sure to complete this section. Click on the Assign link to access the restriction setup. 
    1. Click on the Assign link under the Group Details tab, then press Add to add a restriction based on the following fields:
    2.  
      1. Operating Unit - If the field is restricted based on a specific operating unit. Otherwise leave as ALL.
      2. Department - If the field is restricted based on a specific department. Otherwise leave as ALL.
      3. Employee ID - If the field is restricted based on a specific Employee ID. Otherwise leave as ALL.
      4. Vendor - If the field is restricted based on a specific Vendor. Otherwise leave as ALL. 
      5. Click Save
  12. Repeat step 9-11 as necessary until all the group details are entered.

* Indicates a required field

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