Field groups allow you to apply conditions to your processes fields to hide or show them when the condition is met. A Field group can be controlled by the form Status, Reference field, List field, Money field, Date field, Yes/No Field, or a Location List field. A field can only belong to one Field group.
An example of how you can use Field groups is to hide Required fields so that the fields are only visible and required when it reaches a certain Status level.
Top menu >> Setup >> Select a Process >> Field Groups tab >> + Add a field group
Enter a name for your Field group and then select which field you want this Field group to be Controlled by. Then click Next.
You can then add the Values from the Controlled by field that you want to have the Effect applied to. Click Finish.
Leaving the Value as None and setting the Effect to Shown will result in the field group to always hide the fields in the group. This can be useful for Reference fields that you do not want to be shown on your forms but want to use them for Process Flow. See Process Flow for more information.
Click into the Fields tab and then Edit the field you want to add to your Field group.
Select the Group from the drop down. Then click Finish.
On form start, the field that belongs to the field group will be hidden.
When you edit the Status and it meets the Field group condition, the field will appear on your form.
