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How To Add a New Field Section
Kristina Patten avatar
Written by Kristina Patten
Updated over 2 years ago

What is a Field Section?

A Field Section is a group of similar Fields. Field Groups contain one or many Field Sections, and Field Sections contain one or many Fields.

For example, a Field Group could be titled Details. Within the Field Group named Details, you may have Field Sections titled Property Details, Inspection Details, Financing Details, Appraisal Details, etc. Within a Field Section named Financing Details, you might have fields titled Financing Type, Loan Approval Status, Loan Amount, etc.

Add a New Field Section

To start, go to the hammer icon and select Field Editor.

Image shows the hammer icon on the left side of the screen and the Field Editor within it.

Use the Field Group button to choose the group you want to create the section for. Directly below that button will be the header for the Field Group. Find and click on the Add Section link.

Image shows the Field Group header directly below the Field Groups button. On the right side of the Field Group header, you will first see Add Section and then Edit.

A side panel will open to the right of the column where you can enter the name of the new section. Click on the Add Section button to have it appear in the left side column. Now you can add the fields that relate to that Field Section.

Image shows the text box for the Title of the Field Section. It also shows the Add Section button below and to the left of the Title box.
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