Custom Field Groups

Product Guide Library > Physician Strategy Suite > Custom Field Groups

Group multiple custom fields together to organize & view them separately on records.

Permissions & Restrictions

Permissions

Admins: Can add, view, edit, and delete custom field groups.

Full Users: Can add, view, and edit custom field groups.

Standard, Limited & Read-Only Users: Can view existing custom field groups.

Term Definitions

Custom Field Cards: The areas where you can view and interact with custom fields within practice opportunity, place, or people records.

Custom Field Group List: The list where you can add, view, and edit custom field groups before you add custom fields to them.

Group Order: A numeric value that determines the order in which each group’s custom field card appears when viewing them within assigned records.

Assigned Records: The people, places, and/or practice opportunity records that each custom field is added to view in those records.

Create a Group

To create a group, go to the Account Settings page, click on the Custom Fields tab, and click the “Add Group” link at the top of the Custom Field Groups list.

Once filled out, the group name will display on that group’s card in the assigned records and in the Custom Fields list next to any custom fields that have been added to that group. The group order will determine the order in which the group card appears on assigned records.

Once a custom field group has been added, you can edit it by clicking its ellipsis link and selecting “Edit”. From there, you’ll be able to update the group name or group order. Edits will be applied to all fields and records tied to that group.

Add Custom Fields to Groups

Once you have added a group via the Custom Field Groups list, you’ll be able to add custom fields to it from the “Group” field when adding or editing a custom field from the main Custom Fields list.

After you’ve selected a group for any custom field, you’ll be able to see and sort by it in the “Group” column.

All new custom fields will be added to the default group initially and can be changed by editing the custom field at any time.

View Custom Field Groups in Assigned Records

Once you’ve created some groups and added them to custom fields, you’ll be able to view each group of fields as a separate custom fields card.

Keep in mind that to see the group cards, the custom fields must be assigned to the person, place, or practice opportunity record from the main Custom Fields list.

Edit or Delete Groups In Use

If you would like to update the group name or order of any groups that have custom fields attached to them, these updates will be automatically applied to those custom fields within records.

If you delete any group that has custom fields attached to it, those fields will be added back to the “Default” group so they can still be viewed in assigned records.