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Section Configuration

Section Configuration​

The Section Configuration feature allows users to organize fields into structured groups within a module. This helps create a clean and user friendly layout for both Create Forms and Detail Views.

Overview​

  • When fields are created including default fields, they are initially listed under the Available Fields section.

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  • Users can organize these fields Order and also the Sections by creating custom sections and assigning fields to them.

Purpose of Sections​

Sections help in organizing data logically.

Example:

  • A Contact Form may include:
    • Basic Information Section → First Name, Last Name, Email, Phone Number
    • Additional Information Section → Education Details, Job Details

This improves readability and usability, especially when handling large amounts of data.

Behavior in Create Form and Detail View​

  • Sections are reflected in both:
    • Create Form
    • Detail View
  • In the Detail View, each section appears separately, similar to how related module data is displayed (e.g., Contact related with Ticket module).

Default Section​

  • A Default Section is available by default.
  • It contains system-generated (default) fields.

Important Points:

  • Fields in the default section:
    • Appear in the Summary View
    • Are displayed on the left-side panel in the Detail View
  • Users can drag and drop fields from the default section into other sections if needed.

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Drag and Drop Functionality​

  • Users can:
    • Drag and drop fields between sections
    • Arrange the order of sections
  • This allows full customization of the form layout.

How to Create a Section​

Follow the steps below to create and configure a section:

Step 01: Create a New Section​

  • Click on the New Section option.

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Step 02: Enter Section Name​

  • Enter the Section Name.
  • Click the Add button to create the section.

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Step 03: Assign Fields​

  • Drag and drop the required fields into the created section.
  • Click Save to apply the changes.

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Important Behavior Rules​

  • If at least one section is created:

    • All fields must be assigned to a section to be visible.

  • Fields that remain in the Available Fields list:

    • Will not appear in:
      • Create Form
      • CRM Module View

Note: To ensure visibility, users must drag and drop all required fields into appropriate sections.

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