---
title: "Field Groups"
slug: "overview-of-custom-field-groups"
updated: 2025-04-15T20:05:22Z
published: 2025-04-15T20:05:22Z
canonical: "docs.team-tracks.com/overview-of-custom-field-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Field Groups

### Introduction

Field Groups allow you to **organize related fields** within a Track by grouping them together. You can add both **custom fields** and **system-generated fields** to a Field Group.

#### Key Features

- You can create multiple Field Groups under a Track.
- Field Groups can be added to Views and Documents for better data organization.
- The Field Group Name serves as the heading, and the fields within the group are displayed in the configured order.
- You can also add buttons under Field Group settings.

### Creating a Field Group

1. **Open the target Track** and navigate to the **Field Groups** page. All the existing field groups will displayed in a table format.
2. Click **"Create New"** to create a new Field Group, or click **"Clone"** to duplicate an existing one and modify it as needed.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(237).png)

#### Configuration

Here is a screenshot of the field group configuration page in the admin portal

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(238).png)

**Field Group Name**

- Enter a **unique name** for the Field Group.
- If you want to display a different name to users, use the **Alternative Name** field.

**Description**

Provide a brief description of the Field Group for reference.

**Help Text**

Add helpful context or instructions for users interacting with the Field Group. The help text will be available to the user when they click on the ❔ at the right end of the field group name (see screenshot below).

**Adding Fields**

- Click the **"+" icon** to add fields to the group.
- **Drag and drop** fields to rearrange their display order.

**Adding Buttons**

- Click the **"+" icon** to add buttons within the Field Group.

> [!NOTE]
> There are only limited use cases for adding buttons at the field group level. It is recommended to add buttons at the **View level** rather than the Field Group level for simplicity.

Click **"Create"** to finalize the Field Group.

Here is a screenshot of the field group in a display view available to agents.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(239).png)

### Managing Field Groups

**Edit and Delete**

- Click on the Field Group Name from the list to open and modify its configuration.
- You can update the name, description, help text, fields, and buttons as needed.
- Click the delete icon to remove a Field Group.
- Deleting a Field Group will remove it from all locations where it is referenced.

**History Tab**

All configuration changes are recorded in the **History tab** with detailed logs and timestamps for tracking.