Custom property groups

Introduction

Custom property groups let you arrange your workspace's custom properties into sections with a configurable display order, so the most relevant fields appear where your team needs them.

How it works

• Named groups: name a group after what it holds — Identity information, Financial details, Risk assessment.
• Drag-and-drop reordering: reorder properties within a group by dragging them on the workspace settings page. Groups themselves can also be reordered.
• Entity-scoped: groups are scoped to an entity type (case, company or individual). Each entity type has its own set of groups.
• Collapsible display: in the entity detail view (case, company or individual profile), property groups appear as collapsible sections.

Create a group

From the workspace Settings page, go to Properties. Click Create property group and give it a label. The group is scoped to the entity type currently selected (case, company or individual).

Add properties to a group

When you create a custom property, you can select which group it belongs to. You can also assign an existing property to a group by editing it: a Property group field lets you select the target group.

A property can only belong to one group at a time. Moving a property to a different group removes it from the previous one.

Create properties from the Client Portal builder

You can also create custom properties directly from the Client Portal builder. When you add a field to a Client Portal step, a Create new property action appears at the bottom of the field list. The new property is created in the selected group and added to the current step.