Each template page may have one or multiple groups. In the below screenshot, 'Client Details' is the one group on the page of the Financial Fact Finder.
To add a new group, scroll down to the bottom of the page and click the “new group” button from within the template editor.
You can then create a brand new blank group. Enter the name and choose the options below. Then click 'Create'.
Alternatively, you can import into an existing group from the dataset or another existing form template. Select the 'Import From' tab and choose the option.
Any form template group can then be edited, copied or removed by hovering over it and then a toolbar will appear to the right of it.
Add the elements to the group, then click the Group Details button.
Here you can edit the title of the group, description, and other settings, as well as being able to move this group to another page within the template.
Note: Do not forget to save changes.
Add more button
In some situations, you may want to collect several instances of the same information. To achieve this, enable the “add more button” option in the desired group. When this option is enabled, an “Add more” button will be placed at the bottom right of the group that, when clicked, will add a new empty row with all the elements of the group.
Common examples of groups that require an “add more” button are “Family members”, “Insurance Policies”, “Bank accounts”, “Loans”, and any other types of information that your client or prospect may have more than one of.
While in the template editor, you can hover over a group to show a collection of dots on the left side of the group. Click and drag by these dots to move your group around on the page, or use the 'Send to Top' option to put the group at the very top of the page.
Note: There is a limit of 40 groups per page.